Business Systems & Operations Specialist (Internal Title: Outrider)
Navigate, LLC
Remote | Healthcare & Student Loan Services | Nov 2016 – Present
- Administer and improve customer relationship management (CRM) data, contact structures, fields, tags, reporting logic, and recurring workflows supporting healthcare clients and physician services.
- Build recurring client-usage reports and leadership summaries by compiling, validating, and reconciling information from CRM records, scheduling data, spreadsheets, and operational source systems.
- Coordinate cross-functional projects among company leadership, operations, advisors, business development, and distributed team members; clarify owners, dependencies, deadlines, and next actions.
- Translate changes in federal student-loan policy, client service, and internal processes into trackable work, documentation, reporting, and team communication.
- Develop contact segments, campaign lists, data rules, and quality checks that improve the reliability of client communications and business-development follow-up.
- Create operational dashboards, project trackers, meeting briefs, and standard operating procedures that give a small team clearer visibility into work in progress and decisions requiring attention.