Operations & Automation Lead
Durham, NC - USA
Job Summary
Why Wellthy is for you!
As our Operations & Automation Lead you will own workflow design efficiency and light automation across Wellthys Care Team Operations. This is an operations-first role: youll map processes diagnose inefficiencies and design right flows that help our Care Team deliver at scale.
Automation is part of the toolkit not the core identity. Youll apply no-code/low-code tools to remove friction and free up capacity but the real mandate is operational rigor: clarity efficiency and scalability in how work gets done.
You will report directly to the Director of Care.
To be successful in this role:
This role spans five core focus areas.
- Initiatives & Pilots (45% of time)
- Operational Monitoring & Action (30%)
- Process Optimization (15%)
- Product Collaboration (10%)
- New Services Coordination (as needed)
Workflow Design & Optimization
- Map and document core workflows (provider onboarding scheduling compliance reimbursements).
- Identify bottlenecks handoff issues and inefficiencies across Care Ops.
- Redesign workflows with a bias toward simplicity clarity and scalability.
- Own and maintain internal documentation for workflows and operational processes ensuring clarity version control and easy handoff.
Operational Efficiency & Automation
- Prototype improvements manually then layer in automation where ROI is clear.
- Configure light automations in Make Zapier Airtableetc.
- Partner with Product/Engineering on bigger system or integration work.
- Stand up dashboards and mini-tools to support operational visibility.
- Handle select technical admin tasks
- Collaborate with others across teams to create or update platform instructions and task guides that support how our Care Team delivers service.
New Services Coordination & Process Design
- Lead coordination and operational process setup for new service launches.
- Define workflows documentation and resource needs for each new service in collaboration with Care Directors Product and Finance.
- Limit focus to one new service per quarter to ensure depth alignment and quality.
- If multiple new launches are proposed in the same quarter provide a resource recommendation framework to ensure capacity and sustainability.
Cross-Functional Collaboration
- Act as the translator between operational pain points and technical solutions bringing back clearly framed options and tradeoffs.
- Drive adoption: train teams on new processes gather feedback iterate.
Performance & Reporting
- Define KPIs for workflow health (turnaround time action items projects per coordinator)
- Track and report efficiency gains from new processes and automations.
- Continuously refine based on performance data and team input.
Operational Monitoring & Strategic Initiatives
- Monitor all key Ops dashboards (e.g. performance quality cost forecasting hiring) to surface trends investigate deviations and execute action playbooks.
- Conduct ad-hoc investigations into operational issues and opportunities using data and team feedback.
- Project-manage high-impact initiatives across Care Ops often cross-functional in nature.
- Lead or co-lead strategic Task Forces with Care Managers
Qualifications
To be successful in this role youll need to be open to learning experimenting and evolving. Comfort with emerging technology and curiosity around how tools like AI can support your workflow or help families more effectively is a plus.
- 58 years experience in operations business analysis or workflow design.
- Strong process-mapping skills; comfortable redesigning end-to-end flows.
- Familiarity with automation/low-code tools ( Zapier Make Gumloop Retool Airtable).
- Enough technical fluency to configure APIs test integrations and troubleshoot.
- Product-adjacent mindset: ability to prototype quickly test with internal users and iterate.
- Experience in healthcare ops HR tech or service logistics is a plus.
- Strong communicator with empathy for frontline Care Team challenges.
Qualifications that set you up for success:
- Systems thinker: designs processes that connect across teams not just silos.
- Rapid prototyper: builds quick good enough now solutions before over-engineering.
- Change driver: comfortable training and influencing adoption.
- Problem chaser: seeks out inefficiencies instead of waiting for tickets.
- Impact over elegance: knows when speed matters more than polish.
- Clarity creator: documents processes in a way thats easy to follow easy to train and easy to scale.
Total Rewards Package
The starting salary for this position is $80000-$95000 per year.
- Remote work environment.
- Medical dental and vision benefits within 30 days of hire.
- Retirement saving account with matching company contributions.
- Mental health benefits.
- 15 days paid vacation two additional days for each subsequent years (up to a maximum of 25 days).
- Sick and Caregiving Days.
- Professional development initiatives for growth.
- Generous parental leave (maternal and paternal) during a new childs first year (born into family or adopted) and pregnancy loss leave.
Role Requirements:
To work remotely you must have a strong internet connection quiet space to take calls and a professional (distraction free) environment.
Location
This is a remote and US states based opportunity. We ask that you work in a location that is:
- Private with secure (not public) internet and phone access
- Suitable to safely and securely accommodate the sensitive information that you will be handling and communicating
- Given the nature of the material you will be working on and handling you are required to work from a private dedicated distraction-free space
Our Wellthians are located throughout the United States but we are currently not accepting candidates in the following states: Alaska Hawaii Maine Mississippi New Hampshire New Mexico North Dakota Oklahoma Rhode Island and West Virginia.
Whats Next
We encourage you to apply for this position by clicking the apply here button on job posting and attaching your resume. We understand that there is no perfect candidate and never expect every candidate to meet 100% of the qualifications listed above. We look for our Wellthians to enhance and advance our company from their past experiences. Our diverse backgrounds and perspectives are what make Wellthy a fantastic company to work for. We hope that youre encouraged and even excited by that to get started with our process.
All applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability protected veteran status or any other characteristics protected by law.
For information about our Applicant Privacy please review here: those who require reasonable accommodations please let us know on your application or email us at
Key Skills
About Company
Wellthy delivers for families and employees with the biggest and most experienced team of care professionals — getting things done for individuals and families through all of life's vital moments.