Product Operations Specialist

Matter Intelligence; New York (NY); On-site; USD 130,000 - 170,000; Full time

Job summary

An innovative company is seeking a Product Operations Specialist to streamline internal operations and enhance the user experience. This role involves cross-functional collaboration with product, engineering, and customer success teams to optimize workflows and ensure high-quality product delivery. The ideal candidate thrives in a fast-paced environment, possesses strong project management skills, and is comfortable working with data. Join a mission-driven team dedicated to transforming healthcare benefits into a seamless experience for users. This is a unique opportunity to make a significant impact in a growing organization.

Benefits

Equity (stock options)

Flexible PTO

Medical, Dental, and Vision insurance

401(k) matching

Quarterly team offsites

Qualifications

• 2-5 years of experience in product operations or similar roles.
• Strong project management and communication skills.
• Comfortable working with data and SQL.

Responsibilities

• Ensure high quality delivery of the evolving Budgie experience.
• Own and improve internal workflows related to product delivery.
• Analyze operational data to generate insights for decision-making.

Skills

Project Management

Communication Skills

Data Manipulation

SQL Queries

Problem Solving

Job description

Product Operations Specialist

Who We Are
Budgie Health is here to make healthcare benefits less confusing.

People shouldn’t need a PhD to understand their healthcare. At Budgie, we are reinventing how Americans interact with their healthcare benefits. We believe that by translating complex healthcare data into simple financial experiences, we can empower people to make better decisions while saving time, money, and stress.

Who You Are
You are looking for a role where you can make a real impact. You want to be part of a close-knit team, solving an important problem that impacts lots of people. You believe having an inspiring, supportive and fun workplace culture is a responsibility, not just a perk. You know that healthcare in the US can be better, we just need to hold ourselves to a higher standard.

As the first ever Product Operations Specialist, you will build and streamline the internal operations that power our product. You’ll sit at the intersection of product, engineering, customer success, and operations—working cross-functionally to ensure our systems, workflows, and data pipelines run smoothly. You are perfect for this role if you:

• Believe in getting your hands dirty solving problem

• Love building machines to do work for you

• Are quickly becoming best friends with AI and the opportunities is presents to creating that perfect engine you have always dreamed of

• Want to build all the above essentially from scratch to support a fast growing business

This role will be instrumental in ensuring that Budgie’s users have the best possible experience AND Budgie’s employees are focused on what matters most. You will work directly with the cofounders to help build Budgie!

What You’ll Do

• Ensure high quality delivery of the evolving Budgie experience

  • Own and improve internal workflows that support the delivery of our product—especially those tied to onboarding, data ingestion, benefits configuration, and reporting

  • Work with the customer success and support teams to triage and resolve issues related to data, configuration, and product logic

  • Partner with product and engineering to define and optimize processes for feature rollouts, configuration changes, and QA

• Improve processes across the company to ensure scale is never a concern

  • Identify and lead initiatives that improve efficiency, reduce errors, and scale internal operations

  • Build and maintain internal documentation, SOPs, and process maps to ensure consistency and reduce operational friction

  • Work with leadership to help determine resourcing needs across the company

  • Analyze operational and product data to generate insights and drive decision-making

• Cross-functional Collaboration

  • As a member of the product term, serve as a key owner of internal products and processes responsible to stakeholders across the company

  • Work closely with sales and marketing to get ahead of new requests and change management

Required Qualifications: Must-Haves

• 2–5 years of experience in product operations, business operations, or a similar cross-functional role

• Strong project management and communication skills—you’re organized, detail-oriented, and proactive

• Comfort working with data: you can manipulate spreadsheets, run complex SQL queries, build dashboards, and spot trends or outliers

• Experience working in a startup or fast-paced, high-growth environment

• Thrives in ambiguity - Ability to translate vague problems into structured workflows and clear next steps

• You don’t just like wearing multiple hats, it's your preferred fashion statement

Preferred Attributes: Nice-to-Haves

• Familiarity with employee benefits, open enrollment processes, and healthcare-related products

• Experience building AI into scales processes

Total Rewards Package:

• Cash compensation range: $130,000 – $170,000 per year (based on experience and location)

• Equity (stock options) for all full-time employees

• Flexible PTO

• Best-in-class Medical, Dental, and Vision insurance — plus access to Budgie to help you choose the best plan

• 401(k) matching

• Quarterly team offsites

Based in the New York City
Reports to: Head of Product & Ops

Application Process
Please fill out the application form. If your experience and interests align, someone from our team will reach out for an initial conversation.

Our Values

• Users first: We care about solving real problems for real people.

• Transparency: We communicate honestly to build confidence and trust.

• Resilience: We take on the hardest challenges in a complex industry.

• Curiosity: We ask questions and explore better ways of doing things.

• Duty: We take our role in healthcare seriously—it’s not optional.

• Collaboration: We achieve more together than alone.

Equal Opportunity Employer
Budgie Health is an equal opportunity employer. We value diversity and prohibit discrimination and harassment of any kind.