Business Intelligence Specialist

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October 24

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Phreesia

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SaaS • Marketing

Phreesia is a technology company that provides digital solutions to connect and engage audiences through powerful tools like URL shorteners and QR code generators. It offers a comprehensive platform that enables businesses to create trackable and customizable links, dynamic QR codes, and mobile-optimized landing pages. Phreesia serves various industries, including retail, hospitality, healthcare, financial services, and education, by enhancing their digital communication and customer engagement capabilities. With integrations and advanced analytics, Phreesia streamlines digital marketing efforts and optimizes customer interactions for over 500,000 global paying customers.

1001 - 5000 employees

Founded 2005

☁️ SaaS

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ 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.