Salesforce Operations Manager

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

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