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Sage Care

AI-driven care navigation for health systems

Strategic Finance & Biz Ops Lead

Corporate Finance & FP&APosted on Nov 9
Full-timePalo Alto, CA, USA$140k - $170k /yrIn-person

About the Job

Requirements

  • Have 2–3 years of experience in investment banking or growth equity/venture capital.
  • Have 2+ years of experience in strategic finance, financial planning and analysis, or business operations at a high-growth technology company.
  • Have strong financial modeling and Excel or Google Sheets skills.
  • Have clear, concise writing and presentation skills.
  • Have working knowledge of accounting fundamentals.

Responsibilities

  • Build and maintain the operating model across revenue, AI agent usage, headcount, costs, and cash.
  • Run budgeting and monthly reporting, and build KPI dashboards for leadership.
  • Prepare board and investor materials and support fundraising.
  • Build pricing and return-on-investment models for new partners, and track unit economics, including the cost of running AI agents at scale.
  • Work with outsourced accounting, tax, and payroll partners to close the books each month.
  • Manage invoicing, collections, vendor payments, and spend tracking.
  • Keep financial records, the capitalization table, and compliance filings up to date and audit-ready.
  • Lead analyses and projects across new markets, partners, and products.
  • Manage contracting with partners and vendors by preparing memoranda of understanding, statements of work, nondisclosure agreements, and business associate agreements from templates; coordinate redlines with legal counsel; and track key terms, renewals, and obligations.
  • Turn one-off analyses into repeatable models and processes, using AI and automation where helpful.

Desired Qualifications

  • Healthcare sector exposure, ideally through a healthcare coverage group in investment banking or growth equity/venture capital, or adjacent work with providers, payers, or health technology companies.

About the Company

Sage Care

AI-driven care navigation for health systems

Sage Care builds a digital health platform that uses clinically intelligent AI agents and optimization algorithms to improve healthcare navigation for health systems. It functions as a care navigation operating system that automates administrative and patient interactions, including 24/7 triage, appointment scheduling, referral processing, and follow-ups for diagnostics and care plans, with agents that can be trained and deployed within 48 hours. It differentiates itself by focusing on health systems, multispecialty clinics, and large providers, aiming to lift revenue by 15-20% through better care coordination and reduced patient no-shows, backed by founders with experience at rideOS, Carbon Health, Apple, and Uber. Its goal is to streamline the patient journey, remove administrative bottlenecks, and improve access and efficiency across health systems and their patients.

Company size
51-200
Company stage
Early VC
Total funding
$20M
Headquarters
Palo Alto, CA
Founded
2015

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