Insurance Directory Optimization Lead (backed by Y Combinator, $5M+ ARR, $20M+ raised)

🚀 The Opportunity

Legion is hiring a Insurance Directory Growth and Operations Lead to turn insurance-payer directories into a measurable, scalable patient-acquisition channel. Payer member portals are among the highest-intent places patients look for in-network psychiatric care, yet inaccurate or low-visibility listings create silent failure points: patients cannot find Legion, see the wrong information, or reach a phone-only dead end.

You will own the full directory funnel: authoritative provider data → payer publication → member-side search visibility → click or call to action → eligibility → scheduling → completed first visit. You will be accountable for both operational accuracy and business outcomes, including directory-sourced intakes, booked visits, conversion, and incremental revenue.

This is a hands-on operator role. You should be comfortable auditing large rosters, working inside payer portals, calling and emailing network-operations teams, reconciling CAQH and NPPES data, investigating edge cases, maintaining airtight change logs, creating UTM links, setting up recurring QA, and partnering with Growth and Engineering to route patients into a touchless onboarding experience.

✅ Responsibilities and Deliverables

• Own Legion’s provider-directory accuracy and growth metrics across every contracted payer and network, state, clinician, service location, specialty, and member-facing directory surface.
• Build and maintain the authoritative provider-data source of truth, including clinician legal and display names, Type 1 and Type 2 NPIs, group affiliations, taxonomy codes, licenses, specialties, service locations, telehealth eligibility, accepting-new-patients status, contact information, booking URLs, payer participation, last verification date, owner, status, and supporting evidence.
• Reconcile the source of truth against NPPES, CAQH, credentialing rosters, payer portals, third-party aggregators, and internal provider and contracting systems; define source precedence for every field so discrepancies are resolved consistently.
• Create a complete baseline inventory and risk-ranked remediation backlog, prioritizing missing providers, inactive or departed providers, wrong locations, missing telehealth indicators, incorrect specialties, duplicate records, broken links, phone-only calls to action, and high-volume payer opportunities.
• Audit each directory as a patient would: search by ZIP code, state, plan, specialty, telehealth, availability, and accepting-new-patients filters; confirm Legion appears in the expected results and that every profile is accurate, complete, and actionable.
• Verify that telehealth filters, virtual-visit tags, map pins, specialty mappings, language fields, appointment availability, and accepting-new-patients indicators behave correctly across desktop and mobile directory experiences where available.
• Submit corrections through the right payer workflow—portal, roster file, API, secure email, ticket, or escalation—and track submission date, confirmation number, payer owner, promised service level, follow-up date, publication date, and member-side verification. A fix is not complete until it is live and independently rechecked.
• Standardize naming conventions, address formatting, phone numbers, credentials, taxonomy and specialty mappings, group affiliations, telehealth designations, and URL structure; build validation rules and an explicit exception log.
• Partner with payer directory and network-operations teams to improve Legion’s legitimate search prominence through accurate category mapping, telepsychiatry and virtual-care terminology, featured or virtual-visit badges, complete profile fields, and correct filter eligibility.
• Replace phone-only or generic calls to action with direct Legion landing pages, self-scheduling links, or SMS short codes wherever payer rules and directory capabilities allow.
• Create and govern unique UTM-tagged links by payer, network, directory, state, and placement; maintain a durable naming convention, redirect ownership, destination QA, and documentation so attribution survives future updates.
• Partner with Growth and Engineering to build payer- and state-aware landing experiences, align insurance and availability messaging, reduce intake abandonment, and A/B-test calls to action, trust signals, scheduling flows, and page content.
• Instrument and validate the directory funnel in PostHog or equivalent analytics from directory referral through eligibility, intake, scheduling, completed first visit, retention, and reactivation; maintain event definitions and investigate attribution gaps.
• Build weekly reporting that covers inventory completeness, percentage of error-free listings, search-visibility coverage, corrections opened and closed, aging by payer, clicks, intakes, scheduled visits, completed visits, conversion rates, and attributable revenue.
• Quantify the incremental patient volume and revenue unlocked by each material directory fix; maintain an opportunity model that ranks the backlog by expected impact, confidence, effort, and time to resolution.
• Establish monthly sweeps and lightweight automated monitoring that detect payer regressions, roster drift, broken URLs, status changes, duplicate records, and unexpected search-result changes before they cost patients or revenue.
• Integrate provider launches, departures, license changes, new payer contracts, new states, address changes, taxonomy updates, and scheduling changes into a documented change-management workflow with clear owners and service levels.
• Create payer contact maps, escalation paths, reusable outreach templates, roster-submission checklists, evidence standards, SOPs, and a decision log so the operating system is auditable, repeatable, and transferable.

🏆 You’ll Be Successful If You…

• Deliver a comprehensive, evidence-backed directory inventory within the first 30 days, with every contracted payer and active provider accounted for and no critical listing left without an owner or next action.
• Reach and maintain at least 98% error-free coverage across high-priority member-facing listings, with critical errors escalated immediately and verified after publication.
• Ensure high-priority contracted payer searches reliably return the correct Legion providers for relevant psychiatry, telepsychiatry, virtual-care, state, specialty, and accepting-new-patients queries.
• Turn corrections into durable fixes, not one-time submissions: every closed item has member-side evidence, a verified source record, and a recurring control that reduces the chance of regression.
• Make directory attribution trustworthy enough to follow source → intake → scheduled visit → completed visit, with clear handling for direct, phone, SMS, redirect, and unattributed traffic.
• Increase directory-sourced eligibility starts, intakes, scheduled visits, and completed first visits—not just the number of profiles updated or tickets submitted.
• Reduce time to detect, submit, escalate, and verify directory corrections, and make payer-specific bottlenecks visible before they stall the program.
• Build monthly sweeps and data-sync workflows that keep manual work near zero without sacrificing field-level accuracy or human verification of member-facing results.
• Reconcile operational reporting to the underlying roster, payer evidence, and analytics data so leadership can trust every metric and revenue estimate.
• Identify systemic payer or data-pipeline failures, bring the right internal and external owners together, and drive the issue through to a durable resolution.
• Move fast without using misleading listings, unsupported specialties, inaccurate availability, spammy tactics, or privacy and compliance shortcuts.

🧰 Ideal Background and Skills

• 2+ years in provider-data management, payer or network operations, credentialing, revenue-cycle operations, healthcare data quality, growth operations, or a closely related role.
• Direct experience updating payer directories, provider-finder tools, or network rosters through platforms such as Availity, CAQH, HealthSmart, payer-specific portals, delegated roster workflows, or third-party directory vendors.
• Strong working knowledge of Type 1 and Type 2 NPIs, NPPES, CAQH ProView, taxonomy codes, specialties, group affiliations, service locations, telehealth designations, accepting-new-patients status, and network participation.
• Experience diagnosing discrepancies across multiple systems, determining the authoritative source, documenting the root cause, and verifying the member-facing correction after publication.
• Advanced comfort with Google Sheets or Excel, including large CSVs, XLOOKUP or VLOOKUP, INDEX-MATCH, pivot tables, data validation, deduplication, conditional formatting, normalization, and reconciliation.
• Comfort with lightweight SQL, APIs, JSON or XML, SFTP roster files, scripts, or no-code automation; you do not need to be a software engineer, but you should be able to remove repetitive work.
• Experience with UTM conventions, redirect QA, PostHog or comparable product analytics, funnel reporting, and conversion-rate measurement.
• Ability to operate across portals, spreadsheets, email, phone, ticketing systems, and ambiguous payer processes while maintaining precise evidence and follow-up discipline.
• Strong written and verbal communication. You can write a clean escalation, ask a payer representative for the exact file or field definition needed, and explain the patient and revenue impact of an unresolved issue.
• Excellent quality-control instincts. You notice one transposed digit, inconsistent taxonomy mapping, outdated address, missing virtual-care tag, or suspicious duplicate—and you investigate until the record is correct.…