Staff Product Designer, Provider CRM & Prospect Management

Responsibilities

• Own the provider CRM experience from the moment a prospect reaches a provider through to becoming an active patient in care.
• Partner with product management and engineering as the design anchor for the Provider Sourced Patients pod.
• Design the client list as a prospect pipeline, including stages, statuses, drop-off signals, and provider actions at each step.
• Define an AI front desk and scheduling assistant that handles inquiries, booking, and follow-up on a provider’s behalf.
• Establish interaction patterns, trust signals, and automation boundaries, including behavior when the system is uncertain or wrong.
• Design for practice starters and experienced providers, therapists and prescribers, solo practitioners and group practices.
• Use Claude.ai to clarify the problem space, understand data, and test assumptions.
• Prototype and iterate on flows and information architectures with Claude Code, Cursor, and MagicPatterns.
• Partner with product and engineering to determine when designs should move into production.
• Conduct research with providers to validate solutions and understand prospect sources, conversion barriers, and where automation helps or hinders.
• Contribute to the design system and design culture by sharing AI practices, prompts, and patterns.

Requirements

• 8+ years of product design experience, with significant experience in CRM, pipeline, operational, or marketplace products.
• Experience with genuine 0-to-1 product work and defining new product surfaces amid ambiguity.
• Ability to think in funnels, diagnose drop-off, and connect design changes to metrics.
• Systems-thinking ability across stateful, multi-actor experiences involving providers, prospects, patients, scheduling, and eligibility systems.
• Experience designing agentic or AI-powered workflows, including conversational flows and intelligent automation.
• Strong visual and interaction design craft, with the ability to produce polished work at speed.
• Comfort using AI prototyping tools such as Claude Code, Cursor, and MagicPatterns as a core part of the design workflow.
• Interest in making a meaningful difference in people’s lives through improved access to mental healthcare.

Compensation & Benefits

• Expected base pay: $212,000–$265,000.
• Equity compensation may be available depending on position and level.
• Medical, dental, and vision coverage.
• HSA/FSA.
• 401(k).
• Work-from-home stipend.
• Therapy reimbursement.
• 16-week parental leave for eligible employees.
• Carrot Fertility annual reimbursement and membership.
• 13 paid holidays and a holiday break between December 25 and December 31.
• Flexible PTO.
• Employee Assistance Program.
• Training and professional development.