Job Description
We are a rapidly growing financial wellness company serving high-stakes enterprise clients, where operational excellence and data integrity are critical. We’re seeking a Business Operations Analyst who is analytical, detail-oriented, and execution-focused.
This role sits at the center of operations—ensuring our reporting is accurate and client-ready, our systems scale effectively, and our processes continuously improve. You will partner closely with client-facing teams, leadership, and external vendors to deliver insights, strengthen workflows, and drive operational precision.
If you’re energized by scaling a growing company with clarity and precision, and take pride in ownership, detail, and operational excellence, this role is for you.
What You’ll Own
Client-Ready Reporting & Insights
- Prepare polished, accurate data reports for enterprise client conversations
- Build, maintain, and analyze HubSpot dashboards and operational reporting
- Translate complex data into clear, actionable insights
- Ensure reporting accuracy, consistency, and data integrity across systems
Operational Excellence
- Identify workflow inefficiencies and operational bottlenecks
- Triage and troubleshoot issues based on business and client impact
- Recommend and implement scalable process improvements
- Document and standardize core operating procedures
Communication & Cross-Functional Execution
- Draft and send clear, professional communications to clients and internal stakeholders
- Ensure operational follow-through across teams
- Maintain strong coordination between client-facing, operational, and leadership teams
Vendor & Systems Optimization
- Meet with third-party vendors to improve workflows and system performance
- Evaluate vendor processes and recommend efficiency improvements
- Identify automation and tooling opportunities to enhance scalability
High-Impact Execution
- Own time-sensitive, business-critical operational tasks
- Support leadership with data analysis and execution on strategic priorities
- Proactively identify gaps and solve problems before they escalate
What We’re Looking For
- Strong analytical skills with exceptional attention to detail
- Experience with HubSpot reporting (or similar CRM platforms)
- Ability to present data clearly and confidently to both internal and external stakeholders
- Strong organizational and prioritization skills in a fast-paced environment
- High accountability and comfort operating independently
- A continuous improvement mindset with a bias toward thoughtful execution
Required Qualifications
- 2–5 years in BizOps/RevOps/Analytics/Client Ops delivering operational reporting and process improvement in a scaling environment
- Advanced Excel/Google Sheets (pivots, advanced formulas) to build recurring KPI reporting and automated reporting workflows
- CRM reporting experience (HubSpot preferred; Salesforce or similar acceptable), including dashboard maintenance and data hygiene
- Strong data quality discipline: define metrics clearly, validate inputs/outputs, and run QA to prevent client-facing errors
- Ownership of client-ready reporting deliverables (weekly/monthly KPI packs, KPI reviews, and on-time report delivery)
- Ability to manage and reconcile data across systems to maintain a reliable source of truth (CRM + spreadsheets + vendor tools)
- Track record of identifying operational bottlenecks and implementing measurable improvements (time saved, fewer errors, faster turnaround)
- Experience partnering with vendors to improve processes and system performance
Preferred Qualifications
- Ability to pull, query, and validate data from structured sources (databases/warehouses/vendor exports) using common query tools/languages (e.g., SQL, MongoDB query language, or similar)
- Power BI: Experience creating and/or maintaining Power BI dashboards (data modeling, KPI definitions, refresh schedules, and stakeholder-ready reporting)
- Experience working in additional BI platforms (e.g., Google Analytics, Metabase, Looker, Tableau) for reporting, dashboard iteration, or metric validation
- Experience supporting or evaluating systems integrations (CRM ↔ BI ↔ vendor tools), including requirements, testing, and monitoring
- Familiarity with data quality and governance practices (validation checks, audit trails, access controls; comfort working with sensitive/PII data)
- Experience with automation and workflow tooling (HubSpot workflows, Zapier, Make, etc.)
- Background in fintech, benefits, HR tech, or other high-trust / sensitive-data environments
What Success Looks Like
- Enterprise reporting is consistently accurate, polished, and proactive
- Operational inefficiencies are identified early and resolved effectively
- Systems and workflows scale smoothly as the company grows
- Leadership and client-facing teams trust you to execute critical work with precision and reliability
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