
11 - 50 employees
Founded 2011
☁️ SaaS
🤝 B2B
SaaS • B2B
OptiMantra is a cloud-based, next-generation electronic medical record (EMR) and practice management platform designed for integrative, functional, primary care, behavioral health, psychiatry, medspa, and multi-disciplinary clinics. The software provides end-to-end practice tools including customizable clinical charting and SOAP templates, scheduling, telehealth, billing and electronic claims, point-of-sale and inventory management, secure patient portals, automated reminders, and third-party integrations—delivered as an easy-to-use SaaS product for small to multi-practitioner practices. OptiMantra emphasizes HIPAA-compliant workflows, specialty-specific templates, onboarding/support, and operational and financial reporting to help practices streamline care delivery and administration.
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11 - 50 employees
Founded 2011
☁️ SaaS
🤝 B2B
SaaS • B2B
OptiMantra is a cloud-based, next-generation electronic medical record (EMR) and practice management platform designed for integrative, functional, primary care, behavioral health, psychiatry, medspa, and multi-disciplinary clinics. The software provides end-to-end practice tools including customizable clinical charting and SOAP templates, scheduling, telehealth, billing and electronic claims, point-of-sale and inventory management, secure patient portals, automated reminders, and third-party integrations—delivered as an easy-to-use SaaS product for small to multi-practitioner practices. OptiMantra emphasizes HIPAA-compliant workflows, specialty-specific templates, onboarding/support, and operational and financial reporting to help practices streamline care delivery and administration.
• Build and maintain recurring and ad-hoc operational reporting, and prepare polished presentations that turn business activity into clear, decision-ready insight for senior leadership. • Support initiatives that improve margin and operational efficiency — process redesign, workflow automation, and cost/efficiency analysis — in partnership with teams across the business. • Support cross-functional projects and independently manage smaller projects and ad hoc analyses as business priorities shift. • Support process-improvement and reporting-automation initiatives that move manual workflows toward modern, AI-forward tooling — including agentic workflows that reduce hands-on reporting work. • Support oversight and reporting of the operational metrics — quota attainment, SLA performance, and related measures — that feed into Sales and functional compensation plans, helping ensure they're accurate and consistently applied. • Act as the connective point between Finance and Functional leadership — Sales, Customer Success, Support, and others — to align on goals, surface issues early, and drive shared initiatives to completion. • Partner with teams across the business to ensure clean data flows from operational platforms (Jira, Zendesk) and Sales and Finance back-office systems into reporting, flagging discrepancies before they affect the numbers.
• 3+ years of experience in business operations, FP&A, revenue operations, or a related analytical/operational role, ideally in a high-growth SaaS environment. • Strong reporting and analysis skills, with the ability to turn raw operational data from multiple systems into clear, actionable insight for leadership. • Hands-on experience supporting cross-functional projects and ad hoc initiatives, with growing ability to manage smaller projects independently. • Experience preparing leadership-level reporting and presentations, translating operational and financial data into materials clear enough to drive decisions. • Working knowledge of operational and support platforms (Jira, Zendesk, or similar) and Sales and Finance back-office systems (e.g., Salesforce, HubSpot, NetSuite, QuickBooks) sufficient to pull, interpret, and reconcile data across systems. • Advanced Excel skills required. • AI-forward and process-improvement minded, with a track record of using AI and automation tools — including agentic workflows — to automate manual reporting and streamline operations. • A proven ability to build SOPs and bring structure, accuracy, and automation to manual operational and financial processes. • Comfort supporting an operational metric end to end and helping drive it in the right direction, including metrics that feed into compensation plans (e.g., quota attainment, SLA performance). • Strong judgment on what to prioritize and escalate; comfortable coordinating with contractors or support staff as needed. • Exceptional organizational skills and high attention to detail. • Strong written and verbal communication; able to work credibly with Finance leadership and Functional leaders across the business. • Proactive problem-solve, comfortable with fast-paced, high-growth environments.
• Competitive compensation based on experience • Paid Time Off and company holidays • Comprehensive health, dental and vision benefits • Short-term and long-term disability Insurance • 401k plan with matching company contribution • Real ownership and impact in a fast-growing health tech company
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