Operations Specialist - Data Analytics & Reporting - Healthcare

PRO-spectus is seeking an Operations Specialist to drive operational excellence across technology enablement, data and reporting, and program execution. This role will support data driven operations, workflow coordination, Salesforce implementation and migration activities, marketing survey oversight, reporting & analytics, and cross-functional process improvement initiatives.

Responsibilities:

• Serve as an operational partner for Salesforce implementation and migration activities, including requirements gathering, user acceptance testing, workflow validation, data review, training support, adoption, and post-launch stabilization
• Using Tableau and Salesforce, monitor operational data, dashboards, scorecards, audits, and reports to identify trends, risks, gaps, and opportunities for improvement
• Support Operations including workflow coordination, issue tracking, escalation support, data analysis, complex reporting and operational assistance for team members
• Support Leadership in monitoring operational priorities, program SLAs and team workflow needs
• Prepare and maintain routine reporting related to patient services activity, program performance, case status, team productivity, survey results, and other operational metrics
• Support execution of marketing surveys or patient/provider feedback initiatives, including tracking participation, monitoring data quality, summarizing results, and escalating insights
• Collaborate with cross-functionally with Market Access, Clinical Adherence, Pharmacy, Revenue Cycle Management, Technology, and Client Services teams
• Identify opportunities to streamline workflows, reduce manual effort, improve data integrity, and strengthen the patient, provider, and client experience
• Assist with the development, documentation, and optimization of standard operating procedures (SOPs), process flows, job aids, training materials, and quality expectations
• Support business reviews, leadership updates, client-facing materials, and internal presentations by gathering data, organizing insights, and preparing clear summaries
• Create high-quality reports and presentations for client stakeholders and internal leaders using Tableau, Microsoft PowerPoint and Word
• Serve as a resource for operational questions, system issues, and process clarification
• Promote a culture of accountability, compassion, collaboration, and continuous improvement
• Perform other duties and responsibilities as assigned to support Patient Services and broader PRO-spectus business priorities

Requirements:

• Hands-on experience in Salesforce Health Cloud, Life Sciences Cloud, or similar patient services technology, creating dashboards and reports from scratch
• Comfort supporting technology implementation, migration, system testing, process documentation, and user adoption initiatives
• Strong analytical skills with the ability to review data, identify trends, validate information, and translate findings to actionable recommendations
• Proficiency with Microsoft Excel, PowerPoint, Word, and reporting tools; Tableau or Salesforce reporting experience needed
• Experience supporting team workflows, training reinforcement, escalation management, quality reviews or operational coordination
• Strong written and verbal communication skills, including the ability to prepare clear reports, updates, presentations, and process documentation
• Excellent organizational skills with the ability to manage multiple priorities, deadlines, stakeholders, and operational details
• High attention to detail and commitment to data accuracy, process consistency, and quality outcomes
• Ability to work cross-functionally and build trusted relationships with internal teams, leadership, and external stakeholders
• Sound judgment, professionalism, discretion, and ability to handle confidential client information
• Demonstrated ability to problem-solve, adapt to change, and support teams through evolving business or technology needs
• Understanding of patient services or healthcare operations preferred
• Bachelor's degree in Healthcare Administration, Business, Life Sciences, Information Systems, or related field preferred; equivalent experience may be considered
• Experience supporting Salesforce implementation, CRM migration, case management technology, reporting, or process improvement initiatives strongly preferred
• Experience working with life sciences, specialty therapies, medical benefit reimbursement, rare disease, cell and gene therapy, drug/device programs, or complex access models strongly preferred
• Prior experience supporting training, quality, operations, escalation management, reporting or project support preferred