Business Operations Manager - US Remote

What is PerfectServe? 

PerfectServe offers Best in KLAS clinical communication and physician scheduling solutions and is a Leader in the Gartner Magic Quadrant for Clinical Communication and Collaboration.We have seen an 88% growth rate over the past three years and need strong team members to help us continue to grow! 

PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and dynamically routing messages to the right person at the right time in any care setting; advancing patient care and clinical workflows. 

By joining PerfectServe, you will have the unique opportunity to come alongside us as we further our vision of putting all of these solutions together to provide optimal patient outcomes and faster patient care interventions. By improving speed to care and cross-continuum communication, we save lives, reduce length of stay, minimize re-admissions, and bring joy back to caregivers.

We have an incredible portfolio of customers, with new ones recognizing the value of our solutions and joining the PerfectServe family every day. 

The Business Operations Manager is a strategic, execution-focused leader responsible for driving operational excellence across the Customer Experience (CX) organization. This role is critical in shaping the rhythm of the business, aligning cross-functional teams, improving processes, and translating data into insight-driven decision-making. The ideal candidate brings healthcare SaaS experience, strong project leadership, exceptional communication skills, and advanced Salesforce expertise. 

This role requires a high degree of judgment, influence, relationship-building, and organizational awareness—capabilities essential for aligning people, priorities, and performance in a fast-paced, customer-centric environment. 

 Key Strategic Responsibilities 

 Operational Cadence & Rhythm of Business 

• Establish and continuously refine the operating cadence for the CX organization. 

• Ensure KPIs, workflows, and review cycles align with strategic goals. 

• Facilitate and lead sales-focused discussions with Account Executives and key internal stakeholders. 

• Drive organizational alignment across units through planning cycles, performance checkpoints, and structured communication. 

 Business Process Improvement 

• Maintain a centralized repository of business processes. 

• Analyze workflows to identify opportunities for improvement, simplification, and scalability. 

• Lead enhancements across Salesforce, SharePoint, Slack, and project management systems. 

• Partner with cross-functional teams to ensure process changes support both operational efficiency and customer outcomes. 

 Reporting & Executive Insights 

• Produce clear, concise weekly, monthly, and quarterly business reporting. 

• Deliver executive-level insights on risks, dependencies, performance, and initiative progress. 

• Provide context, recommendations, and interpretation behind trends and data signals. 

 Metrics & Performance Analytics 

• Develop frameworks for current and emerging metrics aligned to business goals. 

• Transform quantitative data into actionable insights that enable leadership decision-making. 

• Identify and communicate patterns that highlight opportunities or risks. 

  KPI Development & Tracking 

• Define, implement, and maintain KPIs in partnership with functional leaders. 

• Ensure performance measurements reinforce desired behaviors and business outcomes. 

• Support teams with tools, dashboards, and alignment guidance. 

 Internal Consulting 

• Serve as a truste