Senior Salesforce Engineer

DIRECTOR OF OPERATIONS & WORKFORCE MANAGEMENT About the Role FamilyWell Health is a perinatal mental health company delivering therapy, psychiatric consultation, and coaching to patients across multiple states. As we scale our clinical operations and integrate new partnership, we need an operational leader who can build and sustain the infrastructure behind our high-quality, sustainable care delivery model. The Director of Operations & Workforce Management is a senior leader who sits between strategy and execution. This role owns the operational engine of FamilyWell's clinical model: workforce capacity, provider scheduling, patient flow, data performance, and the systems that keep everything running. This role reports directly to the COO and works in close partnership across Medical Leadership, Provider Success, Clinical Operations, Provider Operations, and Product & Growth. ROLE OVERVIEW Location: Remote Department: Clinical Operations Reports to: Chief Operating Officer Job type: Full-Time Compensation: $95,000 - $130,000  KEY RESPONSIBILITIES 1. WORKFORCE PLANNING & CAPACITY MANAGEMENT * Model, maintain and update provider capacity (EHR) across all clinical roles—therapy, psychiatric consultation, coaching, and care coordination * Responsible for entering and ensuring all provider data (availability, booked appointments, credentialing status, caseload status, provider type) is accurate in all FamilyWell and related systems (EHR and Registry).   * Apply contracted hours and caseload formulas to forecast panel availability and surface shortfalls before they affect patient access * Further develop and utilize the rolling workforce plan tied to enrollment projections, patient demand, and partner volume (including new-state expansions) to ensure availability and provider utilization * Ensure Provider Operations anticipates and close staffing gaps across W2 and 1099 providers * Monitor the provider registry (matching tool), ensure accuracy across licensure, availability, panel status, and state coverage * Partner with Provider Operations to support active recruitment pipelines for therapists, psychiatric consultants, and coaches—including expansion states * Manage collaborative agreement processes for NPs operating in states requiring physician oversight 2. SCHEDULING OVERSIGHT & PROVIDER AVAILABILITY * Serve as the point person for provider onboarding, schedule development and maintenance; working with providers to set and update availability and build out schedules based on estimated caseloads.   * Own schedule management and availability optimization across all provider types and engagement models * Ensure compliance with 1099 vs. W2 classification requirements by state and proactively flag risk areas * Reduce scheduling friction through waitlist management, cancellation fill protocols, and regular availability audits * Monitor and manage patient no-show and late cancellation patterns; develop and oversee protocols to reduce lost appointment time and support patient re-engagement * Monitor and manage provider cancellations; track trends by provider, identify patterns affecting patient access, address and escalate as appropriate with clinical leads * Serve as the escalation point for scheduling conflicts and availability issues affecting patient access or provider retention 3. PRODUCTIVITY MONITORING & PERFORMANCE MANAGEMENT * Manage and report on operational KPIs: service line volume, caseload utilization, referral conversion, productivity, time to care, enrollment-to-exit ratios, no-show and cancellation rates * Build and maintain dashboards that surface operational issues such as provider productivity, patient flow, no shows, capacity constraints, staffing needs, clinical acuity changes, performance and other concerns.   * Use data to predict demand shifts and inform quarterly staffing and capacity decisions * Partner with clinical leads and Product & Growth to create and produce monthly performance summaries for both providers and leadership * Partner with the Medical Director and Clinical Operations Manager to create and implement documentation compliance standards; monitor adherence and escalate outliers in compliance, productivity, or patient outcomes 4. PATIENT FLOW & EXPERIENCE * Support optimal patient workflows: intake, scheduling, provider assignment, charges, re-engagement, and offboarding * Collaborate with the Product Manager for patient experience to design and improve patient-facing workflows, communication protocols, and continuity-of-care pathways * Monitor patient experience data (surveys, outcomes) and drive improvement plans in collaboration with clinical and product leads * Identify and resolve bottlenecks in the enrollment-to-active-care pipeline * Lead operational implementation of patient-facing initiatives such as AI-assisted intake, consent workflows, and credit card collection at intake 5. PARTNER SUCCESS & RCM INTERFACE * Serve as the clinical-operations bridge to revenue cycle management (RCM), ensuring billing workflows are operationally supported * Monitor enrollment-to-billing pipeline integrity and surface bottlenecks that affect collections 6. OPERATIONAL PROJECT MANAGEMENT * Establish and maintain standardized workflows across all clinical service lines * Own end-to-end project management for new pilots and technology implementations, including AI-assisted intake, after hours programs, EHR product enhancements and other process changes * Maintain operational playbooks and ensure cross-functional alignment across Medical Leadership, Provider Success, Clinical Operations, Provider Operations, and Product & Growth on process changes and go-live timelines QUALIFICATIONS REQUIRED * 5+ years in healthcare operations, clinical program management, or a related field * Demonstrated experience in workforce planning, capacity modeling, and scheduling management in a multi-site or multi-state environment  * Analytically driven: able to identify what data is needed, build a structure to capture it, visualize findings, and present clear recommendations.  Comfortable turning ambiguous or complex operational problems into actionable direction * Naturally inquisitive.  Asks the right questions, digs into the "why" behind the numbers, and doesn't accept incomplete information as the final answer * Proven ability to manage complex, cross-functional projects from design through implementation * Familiarity with healthcare compliance: 1099/W2 classification, credentialing, state licensure, and billing workflows * Clear communicator who can translate data and operational complexity for clinical and executive audiences   PREFERRED * Experience with BI and data visualization platforms such as Sigma, Tableau, Looker, or similar tools * Experience in behavioral health or a multi-disciplinary clinical model * Familiarity with healthcare technology systems * Experience supporting payer or partner integrations * Comfort in a high-growth startup environment where systems and structures are actively being built COMPENSATION Competitive salary commensurate with experience. Market benchmarks for this scope and level: * Compensation: $95– $130,000 * Benefits: Health, dental, vision insurance; generous PTO, 401K * Target Start: August - Sept 2026 ABOUT FAMILYWELL HEALTH FamilyWell Health is an AI-enabled mental health start-up dedicated to solving the women’s mental health crisis by seamlessly embedding high quality, equitable, & affordable mental health care into OB/Gyn practices. FamilyWell provides comprehensive virtual mental health services designed specifically for integration into women’s health practices and health systems. FamilyWell’s virtual care team model delivers evidence-based mental health support throughout the full reproductive lifecycle—from fertility through menopause—using the proven Collaborative Care Model (CoCM).   FamilyWell Health  |  Confidential  |  2026

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.  THE ROLE We are seeking a Staff Product Manager to lead Addepar’s Files Platform. Files touch nearly every workflow at Addepar: client reporting, alternatives document lineage, collaboration with external parties like tax advisors, and audit trails for sophisticated global firms. As we serve more large RIAs, family offices, banks, and alternatives-heavy institutions, how we manage documents becomes a core differentiator for client trust and platform value. We're replatforming our file management experience onto an enterprise content partner (Box), creating a foundation for stronger search, metadata, permissions, sharing, and workflow capabilities. This role owns what comes next: taking that foundation and turning it into an intelligent document workflow layer that serves clients, internal teams, and downstream product surfaces. On the platform side, you'll shape commercial and technical strategy around a major partner integration, deciding where Addepar should leverage vendor capabilities versus where we build differentiated product, workflow, and API surfaces. On the intelligence side, you'll define how capabilities like document summarization, auto-classification, content-based search, and workflow automation can make file management meaningfully smarter for enterprise users while maintaining the auditability and permissioning controls they require. You'll own product strategy and execution across migration completion, platform buildout, and roadmap definition. This is a cross-functional role that requires aligning engineering, design, security, legal, and client-facing teams around a shared vision for how files work at Addepar. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $142,000 - $223,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. WHAT YOU’LL DO * Own product strategy end-to-end for the Files Platform, from migration completion through next-generation search, metadata, sharing, workflow, and API capabilities * Drive product discovery across user groups (advisors, operations, end clients, API consumers, internal teams) and translate findings into a prioritized roadmap * Align multiple product and engineering teams around a unified Files vision, building a true platform that delivers value across Addepar solutions including reporting, Portal, Alternatives, ADM, and more. * Own the roadmap for a substantial product area, balancing migration / parity work, urgent client needs, platform foundations, technical dependencies, compliance requirements, partner capabilities, and longer-term strategic opportunities. * Deliver a modern files experience with improvements to file search, filtering, sharing, metadata organization, and high-volume upload/download workflows * Make build-vs-partner decisions, determining where Addepar should leverage our content platform partner versus where we need differentiated product, workflow, or data capabilities * Abstract common document workflow needs from downstream teams (reporting, Portal, Alternatives, ADM) into reusable platform capabilities that accelerate product velocity across Addepar * Build intelligent document capabilities like summarization, auto-classification, content-based search, and workflow automation with appropriate enterprise controls around permissioning and auditability * Own migration and adoption outcomes, ensuring clients move to the new platform with minimal disruption and clear value unlocks * Define success metrics (adoption, search effectiveness, API usage, migration progress, support volume, client satisfaction) and communicate progress to leadership * Influence senior stakeholders across Product, Engineering, Design, Security, Legal, Operations, and Client Success, making tradeoffs across user needs, technical constraints, compliance, and commercial value WHO YOU ARE * 7+ years of Product Management experience, or equivalent industry / subject matter expertise in fintech, SaaS, enterprise software, data platforms, workflow products, document management, collaboration tools, or infrastructure-heavy product areas. * A track record of owning product strategy and execution end-to-end, from discovery through launch, adoption, and measurable outcomes. You are data-driven and impact-oriented. * A strong systems thinker comfortable with technically complex products involving APIs, permissioning, metadata, search, migrations, integrations, and data models * A clear and persuasive communicator; you simplify complexity and build alignment across product, engineering, design, security, legal, and go-to-market * Deeply customer- and workflow-oriented, with empathy for the full range of users who depend on files: advisors, end clients, operations teams, API consumers, and external collaborators like tax advisors and auditors * Ability to make sound build-vs-buy/partner decisions and articulate the tradeoffs to a diverse range of internal stakeholders * Commercially thoughtful, with the ability to connect Files Platform investments to client adoption, retention, expansion, operational efficiency, partner strategy, and future monetization opportunities. * Interested in the future of intelligent document workflows, including how AI, metadata, search, classification, summarization, and workflow automation can make enterprise file systems more useful, secure, and actionable. * Thrives in complex, high-ownership environments where the work involves both near-term execution and long-term platform strategy across multiple teams and stakeholder groups. Our Values  * Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. * Build Together - Collaborate to unlock the best solutions. Deliver lasting value.  * Champion Our Clients - Exceed client expectations. Our clients’ success is our success.  * Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.  * Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.  In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com [tainfo@addepar.com].