Operations & Automation Lead

Why Wellthy is for you!

At Wellthy, we dream of a world where everyone has the care infrastructure they need to manage their own health and the health and well-being of their loved ones.
We’re building something new in the care space - reimagining how care is delivered, accessed, and supported by families around the globe. As we grow, we’re seeking collaborative, curious, and purpose-driven teammates to help us expand what’s possible.
Our work is grounded in the expertise of seasoned care professionals who deeply understand families’ real challenges paired with agile, tech-powered solutions that deliver support efficiently and at scale. We embrace a mindset of continuous learning, especially around emerging technologies. Tools like AI and other innovations are accelerators, enabling us to scale our impact, work smarter, and stay at the forefront of care delivery.
We partner with leading companies including more than 35 Fortune 500 companies to support the care needs of their workforces globally. We also work alongside health plans and carriers to embed care support into their offerings, enhancing the experience and outcomes for members.
We’re building, evolving, and expanding the market category for care, and we’re looking for responsive, collaborative, curious, and purposeful colleagues to join us.   

As our Operations & Automation Lead, you will own workflow design, efficiency, and light automation across Wellthy’s Care Team Operations. This is an operations-first role: you’ll 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. You’ll 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 Tray.io, Make, Zapier, Airtable,etc.
• 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, you’ll 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.

• 5–8 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 (Tray.io, 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 that’s easy to follow, easy to train, and easy to scale.

Total Rewards Package

The starting salary for this position is $80,000-$95,000 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 child’s 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.

What’s 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 you’re 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: https://app.getguru.com/card/iRgBL8yT/Applicant-Privacy-Policy

For those who require reasonable accommodations, please let us know on your application or email us at [email protected].