Staff Product Designer, Provider CRM & Prospect Management

📍 Job Overview

Job Title: Staff Product Designer, Provider CRM & Prospect Management

Company: Headway

Location: New York, New York, United States

Job Type: FULL_TIME

Category: Product Design / Operations Technology

Date Posted: 2026-08-03

Experience Level: 8+ Years (Senior/Staff Level)

Remote Status: Remote (US-based)

🚀 Role Summary

• Lead the end-to-end design of Headway's Provider CRM and Prospect Management system, focusing on enhancing the provider experience for managing incoming patient leads.

• Develop innovative AI-first solutions for a virtual front desk and scheduling assistant, aiming to automate administrative tasks and improve patient acquisition efficiency.

• Drive the design of a dynamic prospect pipeline, defining stages, statuses, and actionable workflows for providers to nurture leads from initial inquiry to active patient.

• Collaborate closely with Product Management and Engineering on the Provider Sourced Patients pod, a critical growth lever for the company, ensuring design solutions align with business objectives.

• Utilize and champion AI prototyping tools (e.g., Claude, Cursor, MagicPatterns) as a core part of the design workflow, accelerating iteration and development cycles.

📝 Enhancement Note: While the title is "Staff Product Designer," the responsibilities and experience requirements (8+ years, 0->1 work, owning a significant growth lever) indicate a senior or staff-level individual contributor role with substantial autonomy and strategic impact, particularly in the operational technology and CRM space within the healthcare sector. The emphasis on AI and workflow automation positions this role at the intersection of design and operations, requiring a deep understanding of how technology can streamline business processes.

📈 Primary Responsibilities

• Provider CRM & Prospect Pipeline Design: Architect the evolution of the client list into a living prospect pipeline, defining key stages, drop-off signals, and recommended provider actions at each step to maximize conversion rates.

• AI-Powered Virtual Assistant: Design the user experience for an AI front desk and scheduling assistant that autonomously handles patient inquiries, books appointments, and executes follow-up sequences, with a focus on establishing trust and managing uncertainty.

• Multi-Persona Design: Create a cohesive and effective experience for a diverse range of providers (practice starters, veterans, solo practitioners, group practices) by understanding their unique prospect management needs and workflows.

• 0→1 Product Development: Take ownership of defining and designing new product surfaces and features from conception through launch and iteration, particularly for the provider-sourced patient acquisition funnel.

• AI-Assisted Prototyping & Development: Leverage AI tools like Claude.ai, Cursor, and MagicPatterns for problem clarification, hypothesis testing, rapid prototyping of user flows and information architecture, and generating initial code.

• User Research & Validation: Partner with the research team to conduct direct interviews and studies with providers to validate design assumptions, understand real-world prospect journeys, and identify pain points in conversion and automation.

• Design System & Culture Contribution: Contribute to the ongoing development of Head