Senior Business Operations Associate

athenahealth•Boston, MA

1d•Hybrid

About The Position

The Senior Business Operations Associate partners with Customer Success leaders to support business planning, performance management, and operational decision-making. This role translates business goals into clear metrics, reports, and actions that improve visibility into performance and support effective prioritization. The position builds and maintains dashboards, supports annual planning, analyzes capacity, trends, and business risks. This role reports to the Director of Business Operations. The Business Operations team supports Customer Success by delivering analysis, reporting, and planning support that helps the organization run effectively. The team works closely with leaders and cross-functional partners to improve decision-making through accurate data, clear insights, and strong process execution. Team members contribute to strategic initiatives, identify risks early, and help keep work moving with clarity and accountability.

Requirements

Bachelor’s degree in business, finance, operations, analytics, or a related field, or equivalent practical experience required.
4+ years of experience in business operations, business analysis, customer success operations, consulting, finance, or a related field required.
Experience supporting KPI reporting, business reviews, planning, forecasting, or capacity modeling required.
Experience building dashboards or reports in Tableau, Salesforce, Power BI, or similar tools required.
Strong analytical skills with the ability to interpret data, identify trends, and communicate insights clearly required.
Experience working with executive-level stakeholders and cross-functional teams required.
Demonstrated ability to manage multiple priorities, dependencies, and deadlines in a fast-paced environment required.

Nice To Haves

Experience supporting strategic initiatives or process improvement efforts preferred.
Experience using AI tools to enhance productivity, analysis, or workflow efficiency preferred.

Responsibilities

Partner with Customer Success leadership to support business planning, execution, and performance management.
Develop and maintain recurring KPI reporting, dashboards, and business review materials.
Build capacity models and analyze trends to support workforce and operating decisions.
Support annual planning processes, including goal setting, forecasting inputs, and prioritization.
Create and maintain dashboards in tools such as Tableau, Salesforce, or Power BI.
Analyze business performance data and translate findings into clear recommendations for leaders.
Support strategic initiatives by coordinating deliverables, tracking progress, and surfacing risks or dependencies.
Prepare executive-facing materials that summarize performance, insights, and action items.
Collaborate with cross-functional partners to resolve operational issues and align on next steps.
Apply AI tools thoughtfully to streamline reporting, improve analysis, evaluate new capabilities, and help others use them effectively when appropriate.
Improve reporting and planning processes to increase efficiency and consistency.
Support ad hoc analyses and special projects as business needs evolve.
Document assumptions, methods, and data sources to support transparency and repeatability.
Identify opportunities to improve data quality, reporting accuracy, and process reliability.
Assist in preparing meeting materials, presentations, and follow-up actions for stakeholders.
Contribute to team knowledge sharing and best practices across business operations workstreams.