Business Operations Analyst - Contract to Hire
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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Apply To this Job
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
Apply tot his job
Apply To this Job