Job Description: The Business Intelligence team sits within Provider Operations and is responsible for equipping the business with the data, insights, and scalable systems needed to meet our highest goals. Our mission is to empower strategic decision-making through data-driven insights, automation, and innovation. The Business Intelligence Specialist plays a hands-on role in designing, automating, and maintaining the operational systems that power Provider Operations. This role leverages AI and automation tools to streamline workflows, reduce manual effort, and ensure data accuracy across interconnected systems. The Specialist applies systems thinking to translate complex business problems into structured, efficient, and low-touch solutions that scale across teams. What You'll Do: Leverage AI and automation tools to eliminate manual processes, improve efficiency, and increase data quality and timeliness. Apply systems-thinking to map business processes, identify dependencies, and design solutions that operate reliably across data and workflow layers. Translate stakeholder requests into clear requirements and build automated, auditable workflows that minimize human intervention. Develop, enhance, and validate dashboards, reports, and automation outputs that support decision-making for Provider Operations. Maintain detailed documentation in Confluence, including process logic, change logs, and automation ownership details. Collaborate cross-functionally with Business Systems, Data Engineering, and Provider stakeholders to ensure alignment and consistent data flow. Proactively identify recurring work that can be simplified or eliminated through automation or process redesign. What You'll Bring: 1–3 years of experience in Business Intelligence, RevOps, or Operations Analytics. Strong understanding of Salesforce reporting, dashboards, and data structures. Experience using AI and automation platforms (e.g., Power Automate, Copilot, ChatGPT, or comparable tools). Demonstrated ability to translate ambiguous business problems into structured logic and scalable workflows. Familiarity with Power BI, Power Query (M), or other business intelligence tools. Strong analytical and problem-solving skills grounded in systems thinking and process design. Excellent written and verbal communication skills, with a focus on clear documentation and concise stakeholder updates. Basic proficiency in SQL, Excel, or scripting languages (Python, VBA, or Office Scripts) preferred. Continuous-improvement mindset with curiosity to learn emerging AI capabilities and automation techniques. Salesforce experience is required Demonstrated AI/automation Platform experience is required Who We Are: At Phreesia, we’re looking for smart and passionate people to help drive our mission of creating a better, more engaging healthcare experience. We’re committed to helping healthcare organizations succeed in an ever-evolving landscape by transforming the way healthcare is delivered. Our SaaS platform digitizes appointment check-in and offers tools to engage patients, improve efficiency, optimize staffing, and enhance clinical care. Phreesia cares about our employees by providing a diverse and dynamic work environment. We’re a five-time winner of Modern Healthcare Magazine’s Best Places to Work in Healthcare award and we’ve been recognized on the Bloomberg Gender Equality Index. We are dedicated to continuously improving our employee experience by launching new programs and initiatives. If you thrive in a culture of recognition, value inclusivity, professional development, and growth opportunities, Phreesia could be a great fit! Top-rated Employee Benefits: Remote First: 100% Remote work + home office expense reimbursements+ monthly reimbursement for cell phone, internet and wellness. Top of market rewards: Competitive compensation Take time when you need time: Flexible PTO + company holidays Top class healthcare benefits: Variety of healthcare benefits for you and your family (and your pets!) starting day one Care about your families: Generous top-up for parental leave benefits Support personal development: Continuing education and professional certification reimbursement Connecting in person: Various offsite events and activities for team to connect and meet in person, to support team building and engagement. Giveback to community: Local in-person volunteer events, and give back programs to our communities. Recognition and perks: We have a company wide recognition tool (Phireworks) to celebrate milestones, recognize achievements and strengthen your bond with your teams. You can accumulate points and redeem them for a wide catalogue of items! Diversity and inclusive environment: At Phreesia, all employees are encouraged to bring their authentic self to work, feel supported and perform at their best. We have a variety of Employee Resources Groups (ERGs) which bring together individuals from a wide range of backgrounds, experiences and perspectives, and seek to foster a sense of shared community and empowerment for employees who share a common social identity, such as gender, race, ethnicity, and sexual orientation. Opportunity to join an Employee Resource Group. Learn more here: https://www.phreesia.com/workforce/ We strive to provide a diverse and inclusive environment and are an equal opportunity employer. At Phreesia, we’re transforming the patient experience and giving healthcare organizations the capacity to do more—and we need smart, innovative problem-solvers to help us get there. Phreesians have a wide range of backgrounds—you don’t need to be a healthcare expert or a technology geek to succeed on our team. We’re looking for talented, diverse individuals who want to make a difference in healthcare.
