OptiMantra develops cloud-based electronic medical record and practice management software for healthcare practices, with a focus on integrative, functional, primary, behavioral health, psychiatry, medspa, and multidisciplinary care. Its platform brings clinical charting, specialty-specific SOAP templates, scheduling, telehealth, billing, electronic claims, point-of-sale, inventory, patient portals, automated reminders, reporting, and third-party integrations into one SaaS product. OptiMantra serves practices ranging from small offices to multi-practitioner organizations, helping teams manage patient care, administrative workflows, and financial operations through configurable tools and HIPAA-compliant processes.
Associate Chief of Staff at OptiMantra
Partner with the CEO to drive execution, coordinate cross-functional priorities, and advance strategic initiatives. Help OptiMantra improve healthcare technology operations through analysis, process improvement, and AI automation.
Description
- Partner with the CEO on priorities, follow-through, and decisions that require focused executive attention.
- Track leadership commitments and action items, assigning clear owners, deadlines, and next steps.
- Coordinate across departments to build alignment, remove obstacles, and maintain momentum on critical work.
- Lead high-priority initiatives from initial concept through execution with defined plans, milestones, and measurable results.
- Convert complex or early-stage ideas into practical plans through research, analysis, and stakeholder collaboration.
- Perform ad hoc analysis, financial modeling, research, and quantitative work to assess opportunities and inform executive decisions.
- Prepare leadership meetings, document decisions and action items, circulate concise recaps, and monitor commitments through completion.
- Provide teams and stakeholders with the context, information, and clarity required for effective execution.
- Find manual or inefficient processes suitable for elimination or automation, using AI and other technologies to develop practical solutions.
- Manage strategic projects involving targeted research, financial modeling, internal initiatives, and expansion opportunities.
Requirements
- Bachelor’s degree in business administration, finance, economics, or a related field.
- At least three years of experience in business operations, strategy, consulting, project management, executive operations, or a related discipline.
- Experience working directly with senior executives or organizational leaders.
- Track record of leading cross-functional initiatives and delivering results without direct authority.
- Ability to manage several projects at once, set priorities, track deliverables, and carry initiatives through completion.
- Strong analytical capability, including business-data analysis, trend identification, and using data to develop, validate, or challenge hypotheses.
- Experience creating executive reporting, dashboards, presentations, or other materials that support business decisions.
- Proficiency with modern productivity, collaboration, data, and AI tools, plus the ability to learn and apply new technologies quickly.
- Experience finding ways to streamline, automate, or remove manual work, including hands-on use of AI or automation tools.
- Experience designing and implementing business processes, operating cadences, or systems that improve efficiency and accountability.
- Preferred: MBA or advanced degree in business, finance, economics, or a related field.
- Preferred: Background in management consulting, investment banking, private equity, or a similarly analytical, high-performance environment.
- Preferred: Experience in a private-equity-backed, high-growth, or rapidly scaling organization.
- Preferred: Experience in healthcare technology, SaaS, or another technology-enabled B2B business.
Benefits
- Competitive compensation determined by experience.
- Paid time off and company holidays.
- Comprehensive health, dental, and vision coverage.
- Short- and long-term disability insurance.
- 401(k) plan with a matching company contribution.
- Meaningful ownership and impact within a fast-growing health technology company.