Customer Operations Support at PostFinance, ensuring effective processing of client orders and regulatory compliance. Collaborative role improving processes for a digital finance leader.
About the role
- Senior Manager driving growth strategy for mental healthcare company. Partnering closely with leadership to optimize provider engagement and revenue growth across the Mindshare program.
Responsibilities
- Partner with Strategic Operations and field leadership to shape and monitor go-to-market strategy
- Act as a strategic partner to leadership by bringing structure, insight, and clarity to decision-making
- Translate performance trends into actionable plans that focus field teams on high impact efforts
- Analyze referral and territory data to identify patterns, risks and growth opportunities
- Design and refine playbooks to drive consistency, efficiency and repeatability in field execution
- Prepare materials and support QBRs with executives at partnered organizations
- Build scalable systems for reporting feedback, and accountability
- Develop dashboards, reports, and summaries that track growth, performance, and forecasts
- Support account segmentation, territory planning, and prioritization to optimize market coverage
- Collaborate cross-functionally with Data, Partnerships, Marketing, Clinical and Product teams to improve tools and operating processes
- Partner with the field team to test new approaches and build rapid feedback loops from the market
Requirements
- 4–8 years of experience in business strategy and operations, revenue or growth operations, consulting, or investment banking, or a similar analytical and execution-oriented role
- At least 2 years of experience in a high-growth or startup environment
- Prior experience supporting a commercial, growth, or field organization preferred
- Strong analytical and quantitative skills with fluency in Excel (or Sheets) and SQL
- Experience building dashboards or analytics tools (Looker, Tableau, Power BI, etc.)
- Excellent written and verbal communication skills, including experience presenting to leadership
- Bachelor’s degree required; advanced degree a plus
Benefits
- Excellent benefits: medical, dental, vision, effective day 1 of employment
- 401K with match, generous PTO plus paid holidays
- Paid parental leave
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Customer Operations Support contributing to financial services at PostFinance. Handling client orders and ensuring compliance with regulations in a collaborative environment.
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