Business Operations Manager

Opti Mantra is a healthcare technology company built for the practices actively changing how medicine is delivered. Our platforms serve functional, integrative, direct primary care, concierge, med spa, and behavioral health practitioners who need software that keeps pace with how they work -- not the other way around.

Opti Mantra is a healthcare technology company built for the practices actively changing how medicine is delivered. Our platforms serve functional, integrative, direct primary care, concierge, med spa, and behavioral health practitioners who need software that keeps pace with how they work -- not the other way around.

Cerbo

Each platform is a purpose-built EHR and practice management solution.
Cerbo is architected for clinical depth: deep configuration, protocol-specific workflows, and the kind of flexibility that holistic and functional medicine practices require.
Opti Mantra is structured for scale: multi-modality breadth, out-of-the-box readiness, and the operational infrastructure that growing practices rely on.

Together, our two platforms form a leading presence in this rapidly expanding market. Our practitioners are redefining what a patient experience can look like. We exist to give them the technology foundation to do exactly that -- at whatever size and pace they choose to grow.

As Business Operations Manager, you will sit within Finance and support operational reporting and presentation prep for senior leadership, translating activity across the business into clear, decision‑ready insight. You'll support process and margin improvement initiatives, manage smaller projects and take on ad hoc work as priorities shift, and partner closely with Functional leadership — Sales, Customer Success, Support, and beyond — to align on goals and get things done.

You'll also support oversight of the operational metrics that feed into compensation plans, helping ensure they're accurate and consistently applied. Reporting to the VP, Finance in a fast‑growing, PE‑backed SaaS environment, this is a hands‑on role for someone who is process‑driven, AI‑forward, and growth‑minded.

• Operational Reporting & Presentation Prep:
  Build and maintain recurring and ad‑hoc operational reporting, and prepare polished presentations that turn business activity into clear, decision‑ready insight for senior leadership.
• Process & Margin Improvement:
  Support initiatives that improve margin and operational efficiency — process redesign, workflow automation, and cost/efficiency analysis — in partnership with teams across the business.
• Project Management & Ad Hoc Projects:
  Support cross‑functional projects and independently manage smaller projects and ad‑hoc analyses as business priorities shift.
• Reporting Automation & AI Workflows:
  Support process‑improvement and reporting‑automation initiatives that move manual workflows toward modern, AI‑forward tooling — including agentic workflows that reduce hands‑on reporting work.
• Compensation Metrics Oversight:
  Support oversight and reporting of the operational metrics — quota attainment, SLA performance, and related measures — that feed into Sales and functional compensation plans, helping ensure they're accurate and consistently applied.
• Cross‑Functional Partnership:
  Act as the connective point between Finance and Functional leadership — Sales, Customer Success, Support, and others — to align on goals, surface issues early, and drive shared initiatives to completion.
• Systems & Data Partnership:
  Partner with teams across the business to ensure clean data flows from operational platforms (Jira, Zendesk) and Sales and Finance back‑office systems into reporting, flagging discrepancies before they affect the numbers.