PerfectServe
Accelerating speed to care by optimizing provider schedules, streamlining clinical communication, and engaging patients.
Business Operations Manager
Location
United States
Posted
9 days ago
Salary
$110K - $140K / year
Bachelor Degree3 yrs expEnglishTableau
Job Description
• 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.
Job 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