Product Manager, Business Systems

Charlie Health, Inc.; New York (NY); On-site; USD 125,000 - 200,000; Full time

Job summary

Charlie Health is seeking a Manager, Business Systems to own and evolve Salesforce-based operating systems powering admissions, scheduling, clinical access, and revenue workflows. You will partner with Operations, Clinical, Revenue Cycle, Data, and Engineering to design deterministic, scalable systems that improve access to care, increase throughput, and protect revenue and compliance at scale.

This role is ideal for someone from Strategy & Operations, BizOps, RevOps, or consulting who wants to

Qualifications

• 2+ years in Strategy & Operations, Management Consulting, BizOps, RevOps, GTM Ops, Analytics, or related roles.
• Strong analytical and modeling skills (SQL / Excel / Sheets / BI tools).
• Experience translating complex operational workflows into system logic.
• Familiarity with CRM, workflow automation, or revenue operations systems (Salesforce preferred).
• Ability to think in constraints, throughput, and operating models.
• Excellent cross-functional communication and stakeholder management skills.
• Comfortable owning high-impact systems in a fast-growing environment.
• Work authorized in the United States and native or bilingual English proficiency.
• Familiarity with cloud-based collaboration tools (Google Suite, Slack, Zoom, Salesforce).
• Must be willing to work in-person 4 days per week in our office in Union Square, NY

Responsibilities

• Own the architecture, governance, and roadmap for Charlie Health’s Salesforce-based operating systems.
• Translate real-world operational workflows into scalable, deterministic system logic.
• Design routing, automation, case management, and capacity allocation frameworks that directly impact access to care, revenue capture, and compliance.
• Partner with Operations, Clinical, Admissions, Scheduling, and RCM teams to identify bottlenecks and convert them into system-level solutions.
• Define and enforce schema design, automation standards, and change-control governance.
• Build economic and throughput models to inform prioritization and system design.
• Lead cross-functional initiatives that improve funnel performance, reduce operational friction, and increase scalability.
• Partner with Salesforce Admins and Engineers to deliver clean, auditable, maintainable systems.
• Serve as the single owner responsible for the quality, integrity, and evolution of Charlie Health’s operational systems

Skills

Analytical thinking

Cross-functional communication

Constraint-based thinking

English proficiency

Tools

SQL

Excel

Sheets

BI tools

Job description

Why Charlie Health?

Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they’re met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported.

Charlie Health exists to change that. Our mission is to connect the world to lifesaving behavioral health treatment. We deliver personalized, virtual care rooted in connection- between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we’re expanding access to meaningful care and driving better outcomes from the comfort of home.

As a rapidly growing organization, we're reaching more communities every day and building a team that’s redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we’d love to meet you.

About The Role

Charlie Health is seeking a Manager, Business Systems to own and evolve the core operating systems that power our admissions, scheduling, clinical access, and revenue workflows. You will be responsible for architecting, governing, and continuously improving the logic that defines how our business actually runs, using Salesforce as the backbone of our operational nervous system.

You will partner closely with Operations, Clinical, Revenue Cycle, Data, and Engineering leaders to design deterministic, scalable systems that improve access to care, increase throughput, and protect revenue and compliance at scale.

This role will report through Charlie Health’s Product Management team and is ideal for someone from a Strategy & Operations, BizOps, RevOps, or consulting background who wants to move from analysis and recommendations into true systems ownership, with a path towards Product Management.

We’re a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing lifesaving solutions. If you’re inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way,

Responsibilities

• Own the architecture, governance, and roadmap for Charlie Health’s Salesforce-based operating systems
• Translate real-world operational workflows into scalable, deterministic system logic
• Design routing, automation, case management, and capacity allocation frameworks that directly impact access to care, revenue capture, and compliance
• Partner with Operations, Clinical, Admissions, Scheduling, and RCM teams to identify bottlenecks and convert them into system-level solutions
• Define and enforce schema design, automation standards, and change-control governance
• Build economic and throughput models to inform prioritization and system design
• Lead cross-functional initiatives that improve funnel performance, reduce operational friction, and increase scalability
• Partner with Salesforce Admins and Engineers to deliver clean, auditable, maintainable systems
• Serve as the single owner responsible for the quality, integrity, and evolution of Charlie Health’s operational systems

Requirements

• 2+ years of experience in Strategy & Operations, Management Consulting, BizOps, RevOps, GTM Ops, Analytics, or related roles
• Strong analytical and modeling skills (SQL / Excel / Sheets / BI tools)
• Experience translating complex operational workflows into system logic
• Familiarity with CRM, workflow automation, or revenue operations systems (Salesforce strongly preferred)
• Ability to think in constraints, throughput, and operating models
• Excellent cross-functional communication and stakeholder management skills
• Comfortable owning high-impact systems in a fast-growing environment
• Work authorized in the United States and native or bilingual English proficiency
• Familiarity with cloud-based collaboration tools (Google Suite, Slack, Zoom, Salesforce)
• Must be willing to work in-person 4 days per week in our office in Union Square, NY

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.

The total target base compensation for this role will be between $125,000 and $200,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus of 10%. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits.

Our Values

• Connection: Care deeply & inspire hope.
• Congruence: Stay curious & heed the evidence.
• Commitment: Act with urgency & don’t give up.

Equal Opportunity Employment

At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people.

Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation.