Establish and continuously refine the operating cadence for the CX organization.
Ensure KPIs, workflows, and review cycles align with strategic goals.
Facilitate and lead sales-focused discussions with Account Executives and key internal stakeholders.
Drive organizational alignment across units through planning cycles, performance checkpoints, and structured communication.
Maintain a centralized repository of business processes.
Analyze workflows to identify opportunities for improvement, simplification, and scalability.
Lead enhancements across Salesforce, SharePoint, Slack, and project management systems.
Partner with cross-functional teams to ensure process changes support both operational efficiency and customer outcomes.
Produce clear, concise weekly, monthly, and quarterly business reporting.
Deliver executive-level insights on risks, dependencies, performance, and initiative progress.
Provide context, recommendations, and interpretation behind trends and data signals.
Develop frameworks for current and emerging metrics aligned to business goals.
Transform quantitative data into actionable insights that enable leadership decision-making.
Define, implement, and maintain KPIs in partnership with functional leaders.
Serve as a trusted internal advisor, providing strategic guidance and operational clarity.
Lead planning, execution, and delivery of complex projects across multiple teams.

Requirements

3+ years of experience in business operations, project management, or a similar role within a healthcare SaaS company.
Strong project management background with proven success in delivering cross-functional initiatives.
Advanced proficiency in Salesforce (administration or operations experience strongly preferred).
Experience with process improvement methodologies (LEAN preferred).
Strong analytical skills with the ability to synthesize data into actionable insights.
High proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
Experience with BI/analytics tools such as PowerBI, Tableau, DOMO, Sisense, 6Sense, or Google Analytics.
Excellent communication, facilitation, and collaboration skills.
Ability to operate with agility and adapt to shifting priorities in a fast-paced environment.

Benefits

Remote first work environment
Health, Dental, Vision, Life and Disability Insurance options available day one.
401K - with match and immediately vested.
17 company holidays, 2 floating holidays plus competitive paid time off policy
Internal Advancement Opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

project managementprocess improvementdata analysisKPI developmentbusiness reportingquantitative data transformationSalesforce administrationLEAN methodologybusiness operationscross-functional initiatives

Soft Skills

communicationfacilitationcollaborationstrategic guidanceoperational clarityagilityadaptabilityleadershiporganizational alignmentinsight delivery