Business Analyst, FCM
Business Analyst supporting FCM Operations, Risk & Compliance at a futures brokerage. Gathers requirements, documents workflows, coordinates UAT, and builds operational dashboards for regulatory and risk reporting.
Customer Operations Lead
Builds and owns automation, tooling, CRM, ticketing, and reporting infrastructure for post-sales customer operations in healthcare fintech. Requires 4+ years systems experience and fluency in ops tools like Airtable, Hubspot, and AI automation. NYC-based, hybrid.
140k – 160kNew York, NYBusiness OperationsHybrid4+ YOE
About the role
Responsibilities
- Build out and own post-sales CRM as the system of record for customer operations.
- Design ticketing infrastructure including email ticketing and Airtable workflows.
- Build reporting and dashboards connecting ops data and tooling for team decisions.
- Optimize workflows and tooling across ops, acting as automation czar.
- Manage systems behind onboarding and invoicing.
- Lead on AI and automation for ops workflows.
Requirements
- 4+ years in systems-heavy role, ideally at startup, consulting, or finance building from scratch.
- Think in systems: map workflows, spot friction, design clean paths.
- Fluent in modern ops tooling: CRMs, ticketing systems, Airtable, BI/reporting tools, automation layers.
- Bonus: experience building with AI tools.
- Excited to build from zero, low-ego, collaborative.
Compensation
- $140,000–$160,000 base + equity.
Skills
CRMAirtableHubSpotBI ToolsAutomationAI ToolsTicketing SystemsReportingDashboardsWorkflow Optimization
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