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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in administering operational systems, including CRM and workflow tools, while leveraging AI for automation and reporting. Capable of translating operational needs into actionable system requirements and training non-technical users effectively.
Highest-signal resume keywords
CRM AdministrationAI Tools ExperienceWorkflow Automation DesignReporting and Dashboard CreationTraining Non-Technical Users
About the role
Key responsibilities & impact- Own administration of core operational systems, including CRM, ticketing, workflow tools, configuration, permissions, and data integrity
- Build and maintain reporting and dashboards for Service Delivery, Implementation, and leadership
- Design and implement workflow automations that reduce manual work
- Translate operational needs into system and product requirements, and product changes into operational impact
- Partner with Product and IT to scope, test, and roll out system changes affecting Operations
- Troubleshoot system issues and establish triage and resolution processes
- Maintain clean, documented operational data and own data standards
- Train and support operations users on new systems, tools, and workflows
- Identify and pilot AI and automation solutions for recurring operational and reporting work
- Build internal automations, scripts, and reporting logic using AI tools
- Collaborate with Product to audit current systems and reporting, fix data and process gaps, and create an automation roadmap
- Report directly to the SVP of Operations
Requirements
What you’ll need- Experience partnering closely with Product teams and translating operational pain points into clear requirements
- Hands-on experience using AI tools for analysis, scripting, and building automations; experience shipping something with AI
- Experience administering CRM, ticketing, or workflow systems such as Salesforce, HubSpot, Zendesk, Notion, or similar
- Experience building reporting and dashboards for non-technical stakeholders
- Track record of designing workflow automations that reduce manual work
- Strong analytical skills and ability to turn messy operational data into a clear point of view
- Experience developing training or supporting non-technical users on new systems and tools
- Ability to operate independently across systems, data, and process
- Proactive, detail-oriented approach
- AI-native experience building, shipping, automating, or prototyping real work using LLMs, agents, or AI tooling
- Ability to explain a workflow redesigned so a machine does the boring 80%
- Judgment about where agentic systems help and where humans must remain in the loop, especially in regulated, PHI-adjacent work
Benefits
Comp & perks- Equity package
- Flexible remote or hybrid work options
- Dedicated personal development budget
- Medical, vision, and dental coverage
- 28+ days of paid time off across PTO and wellbeing days
- Paid parental leave
- 401k retirement plan
- All the equipment you need to do your best work
- Inclusive, people-first policies designed by our team, for our team
- Complimentary team lunch every Wednesday
- On-site gym access
- Roof terrace
- On-site lunch options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data Integrity ManagementOperational Data AnalysisScripting for AutomationSystem TroubleshootingWorkflow Redesign
Soft Skills
Proactive ApproachDetail-Oriented MindsetAnalytical SkillsCollaboration with Product Teams
Tools & Technologies
SalesforceHubSpotZendeskNotionAI Tooling
Industry Keywords
Service DeliveryImplementationOperational StandardsData StandardsPHI-Adjacent Work