Marketing Project Manager

Company Description

PatientFi® is a technology-based, point-of-sale financing company in Irvine, CA that partners with healthcare providers to offer patients a friendly payment solution for out-of-pocket medical and dental procedures. The company serves various healthcare specialties, including plastic surgery, dermatology, ophthalmology, dentistry, fertility, and medical spas. PatientFi's mission is to expand patient access to elective healthcare treatments by removing the cost barrier and providing patients with a convenient payment option.

Our marketing team is fast-moving and deeply collaborative. We work across a growing number of verticals supporting both practice-facing (B2B), patient-facing (B2C) programs, product marketing, and we take ownership seriously — every person on the team has a real impact!

About the role

We're looking for a Marketing Project Manager to join our team and own execution across our Aesthetics, Fertility, Audiology and Enterprise verticals — some of our fastest-growing and most strategically important areas of the business.

This is a high-impact marketing operations and campaign execution role. You'll own enterprise and SMB marketing programs end-to-end, manage creative and contractor workflows, serve as the teams cross-functional project manager, and make sure nothing slips through the cracks. You'll work closely with our vertical leads on aesthetics and fertility/audiology, and play a key connective role between marketing, sales, and our practice partners.

This is a role for someone who loves to execute, thrives on variety, and takes genuine pride in getting things done right. If you’re energized by fast-moving environments, take ownership of your work end-to-end, and care deeply about quality and detail — this is for you.

What you'll do

• Campaign Execution & Lifecycle Marketing
• Own enterprise OTB campaign creation, sending, and performance reporting for aesthetics and audiology accounts
• Support Senior Marketing Managers in email campaigns and lifecycle funnel experiments for new and existing practice partners
• Customize and update sales and patient-facing assets (decks, one-pagers, co-branded materials) by vertical
• Execute ongoing utilization outreach programs to drive funded volume across enterprise partners
• Support activation and onboarding marketing for new verticals (e.g., cosmetic dental) as the business expands

Patient Marketing (for Practice)

• Own execution of patient-facing tools and educational materials requested by practices and reps — a high-volume, high-demand area
• Support borrower communication flows including repeat and expired patient outreach
• Execute lifecycle marketing campaigns for patient audiences

Cross-Functional Project Management & Operational Support

• Serve as the team's primary cross-functional project manager — keeping campaigns on track and stakeholders aligned
• Support rep enablement by coordinating materials, tracking requests, and managing quick-turn delivery
• Manage promotion fulfillment, swag management, and in-field print oversight
• Support cross-functional marketing initiatives, sales enablement requests, field event coordination, and operational execution as needed

Creative Coordination

• Manage creative rounds with designers and contractors — briefing work, tracking feedback, and driving assets to final completion
• Translate team feedback into clear, actionable direction for creative partners
• Keep creative projects moving without losing quality or missing deadlines

QA & Proofing

• Act as a final quality-control checkpoint across campaigns and communications — ensuring accuracy, consistency, and polished execution before anything goes to market

Reporting & Data

• Pull campaign results and compile performance data across programs and verticals
• Maintain tracking spreadsheets and reporting frameworks for the team
• Share results with team members and sales reps on a regular cadence

Tools, Systems & Content Production<