Position Summary

The Business Operations Analyst is responsible for driving operational efficiency across the organization. This role leads process improvement initiatives, develops performance metrics, supports cross-functional projects, and ensures consistency across departments. The Analyst serves as a key liaison between executive leadership and operational teams.

Key Responsibilities

Operational Leadership

• Evaluate and optimize business processes to improve efficiency and scalability
• Develop and implement operational best practices
• Standardize workflows across departments
• Identify and implement automation opportunities
• Manage operational projects from planning through execution

Project Management

• Lead and support strategic initiatives
• Coordinate project timelines and deliverables
• Monitor budgets, milestones, and overall progress
• Report updates to executive leadership
• Identify and resolve operational roadblocks

Process Improvement

• Document and maintain Standard Operating Procedures (SOPs)
• Analyze workflows to identify efficiency gains
• Recommend and implement technology enhancements
• Develop scalable, repeatable operational processes

Performance & Reporting

• Develop and track key performance indicators (KPIs) and dashboards
• Monitor departmental performance and operational trends
• Analyze data to support decision-making
• Prepare reports and insights for executive leadership
• Assist with strategic planning initiatives

Cross-Functional Collaboration

Partner closely with:

• Finance
• Sales
• Client Success
• Human Resources
• IT
• Operations
• Implementation
• Compliance

Vendor & Systems Management

• Manage relationships with operational vendors
• Evaluate and recommend software platforms
• Support system implementations and integrations
• Ensure technology solutions align with business needs

Compliance & Risk Management

• Support internal controls and compliance initiatives
• Ensure adherence to operational policies and procedures
• Maintain accurate documentation standards
• Assist with audit preparation and execution

Qualifications

• Bachelor’s degree in Business, Operations, or a related field
• 5–8 years of experience in operations, business analysis, or project management
• Strong analytical and problem-solving skills
• Proven experience leading cross-functional initiatives
• Advanced Excel and data analysis skills
• Experience with CRM, ERP, or project management tools

Preferred Experience

• Healthcare, Insurance, or Third-Party Administration (TPA)
• Employee Benefits
• SaaS operations
• Process automation and optimization