Business Operations Specialist @ Tegria | Jobright.ai
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Tegria · 2 days ago

Business Operations Specialist

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Responsibilities

Track and maintain verified revenue forecast data, deployment recognized revenue spreads and month-end actuals
Serving as a key contact for accounts receivables and invoicing data, and ensuring FP&A is notified of updates
Create and provide quarterly change request billing file to FP&A
Maintain accurate pipeline data and move to revenue forecast monthly when contracted
Conduct annual audits to reconcile actual to contracted expenses by client to identify gaps in cost recovery
Perform ongoing analysis of client level implementation project expenses to actuals
Convert monthly fixed cost expenses to client unit metrics and maintain tracking and integrity of data for quarterly reviews
Track and maintain third-party and other vendor expenses at the client level monthly for quarterly reviews
Maintain a process for providing updated 3rd party regulatory requirements to program clients
Creating and maintaining documentation of operations processes
Maintaining the integrity of data and documents in multiple platforms including Salesforce, Kimble and during the transition to new applications
Leading Salesforce governance and managing access processes
Supporting the Salesforce change request end to end process
Ensuring accurate fee schedules within contracts, documents and the program cost model
Supporting business development by reviewing and assisting with fee schedule and subsidy data for cost proposal content
Completing ongoing and month-end processes including invoice coding, month-end coding and reporting
Developing and maintaining reports in multiple platforms including Salesforce and Microsoft Power BI
Tracking subsidy end dates and ensure notification to clients and region leaders
Tracking contract renewal dates and ensure notification to the contracting team and support data for renewal completion
Partnering with Sales, Account Management, Business Development, Accounting and Contracting to ensure data integrity and process end-end throughput, managing and triaging incoming work based on defined workflows
Applying sound business judgment and offering best practice guidance to stakeholders in a deadline-oriented environment that is compliant with internal policies and procedures
Assisting with compliance and audit requirements and working with other departments to ensure all deadlines are met
Packaging data needed for contract renewals and semi-annual review processes
Developing deep and broad understanding of business objectives and goals
Discovering opportunities for employee experience improvement by identifying pain points, inefficiencies, and risks in current processes
Optimizing business performance by implementing improvements to our end-to-end service delivery workflows, processes, policies, and technologies
Creating and maintaining business performance-related documentation such as policies, procedures, and workflows
Maintaining the heartbeat of Tegria by contributing to, and improving, our rhythm of business (meetings, report-outs, audits, etc.)
Managing process documentation, template, and tool storage on SharePoint, OneNote, and Microsoft Teams
Attending and actively participating in team meetings and 1-1s with your leadership team
Knowing, understanding, and incorporating our mission, vision, and values in behavior, practices, and decision
Consulting with more senior team members on work approach and work product
Contributing to team objectives and outcomes
Developing your skill set and increasing your proficiency in your discipline

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Revenue forecastingData analysisSalesforceMicrosoft Power BIContracts managementHealthcare IT experience

Required

4+ years of experience in a professional setting to include 2+ years specifically in a Contracts, Legal or Operations function
The ability to combine kindness, quality, and service into the alchemy that provides our internal customers with a world class operational experience
A high level of attention-to-detail, process-driven skills
Ability to set priorities and maintain composure under stress
Exceptional organizational skills - able to keep multiple balls in the air with ease
Strong communication skills – ability to work within a fast-paced environment
Experience operating in a consulting or professional services organization, or equivalent experience
Ability to identify, research, and resolve problems as well as follow through on assignments with minimum direction
Able to work successfully with moderate supervision and latitude for independent judgement

Preferred

Associate or bachelor’s degree (or equivalent combination of education and experience)
Healthcare IT and/or operations experience

Benefits

Multiple health and dental plans with nationally recognized networks
Vision benefits
Total wellness program
Employee assistance program
Competitive wages
Retirement savings plans
Company-paid disability and life insurance
Pre-tax savings opportunities (HSA and/or FSA)
Professional development offerings
Opportunities for remote work
Generous paid-time-off program

Company

Tegria

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Tegria is a virtual care platform that provides next-generation tech, and services to the healthcare sector. It is a sub-organization of Providence St. Joseph Health.

Funding

Current Stage
Late Stage

Leadership Team

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Brian Horley
Vice President of Sales
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Brian Halbert
Executive Director, Talent Acquisition
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Company data provided by crunchbase
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