Business Intelligence and Operations Associate

Business Intelligence & Operations Associate

Principium Psychiatry – Midtown Manhattan, NY
In Person | Full Time
Reports to: CEO / Medical Director
Compensation: $74,000 – $94,000 per year, depending on experience

Important Work Authorization Requirement

Principium Psychiatry does not provide visa sponsorship for this position, now or in the future. Applicants must be legally authorized to work in the United States on a full-time basis and must not require employer sponsorship for employment visa status now or in the future.

About Principium Psychiatry

Principium Psychiatry is a growing mental health and interventional psychiatry healthcare company with offices in New York, Connecticut, and California. We provide psychiatric care, psychotherapy, and interventional treatments including TMS, ketamine, Spravato, ECT, and intensive outpatient programming.

We are seeking a highly analytical, systems-oriented Business Intelligence & Operations Associate to help build the operational intelligence systems of the organization.

This is a hands-on role for someone who can turn messy operational data into clear business insight, useful dashboards, practical workflows, and management action.

This is a full time, salaried, office based position in midtown Manhattan.

Role Overview

This role sits at the intersection of:

• business intelligence
• operations
• workflow automation
• CRM systems
• dashboarding and reporting
• healthcare operations
• operational strategy

This is not a traditional finance role. It is also not a pure software engineering role.

We are looking for someone who can help build the “nervous system” of the organization: the reporting, dashboards, automations, metrics, and operating tools that allow leadership to see what is happening in the business and act quickly.

The role reports directly to the CEO / Medical Director and will work closely with operations, clinical leadership, and administrative staff.

What You Will Work On

Examples of projects may include:

• building provider productivity dashboards
• developing operational metrics systems
• analyzing patient continuity and retention trends
• identifying patients at risk of being lost to follow-up
• tracking treatment initiation and service-line performance
• improving forecasting and pipeline visibility
• integrating scheduling, CRM, and billing data
• designing operational dashboards and reporting systems
• identifying bottlenecks, leakage points, and workflow failures
• building automation workflows and internal analytics tools
• supporting operational and financial analysis across the practice
• helping leadership understand which data can be trusted and what action should follow from it

The goal is not simply to “make dashboards.” The goal is to help define what should be measured, build the systems to measure it, and translate the findings into operational decisions.

Examples of Business Questions You May Help Answer

• Which providers are underutilized?
• Which service lines are growing or declining?
• Which patients completed an appointment but have no future appointment scheduled?
• Which evaluations are not converting into treatment starts?
• Which referral sources are generating high-quality patients?
• Which appointments, providers, or service lines are driving revenue?
• Is a decline in cash collections due to lower productivity or billing timing?
• What is our likely month-end appointment volume or revenue?
• Where is the business losing patients, time, or revenue because of operational inefficiency?

Required Experience

This role requires at least 4 years of full-time corporate experience in business intelligence, operational analytics, business operations, data reporting, workflow automation, or a closely related role.

Academic projects, bootcamps, internships, and graduate coursework are helpful, but they are not a substitute for hands-on experience building reporting, dashboarding, analytics, automation, or operational systems inside a real business environment.

The strongest candidates will have experience building practical tools that managers or leadership teams actually used to make decisions.

Ideal Candidate

The ideal candidate:

• is highly analytical and detail-oriented
• has strong business judgment
• enjoys solving operational problems
• can define useful metrics, not just visualize data
• can work independently with limited supervision
• learns new software platforms quickly
• is proactive, execution-focused, and comfortable with ambiguity
• can communicate clearly with nontechnical stakeholders
• is comfortable working directly with senior leadership
• enjoys using technology to improve organizational performance
• understands that imperfect data can still be useful if handled carefully
• can balance quick prototypes with long-term scalable systems

Preferred Technical Experience

Experience with some of the following is preferred:

• business intelligence and dashboarding tools such as Power BI, Tableau, Looker, or similar
• CRM systems such as Salesforce or similar
• workflow automation tools such as Zapier, Make, or similar
• SQL or basic database knowledge
• APIs and systems integrations
• Excel and Google Sheets
• low-code / no-code platforms such as Airtable, Smartsheet, or similar
• operational analytics
• healthcare operations, revenue cycle, scheduling, or patient-access analytics

Healthcare experience is a plus, but not required. Strong operational judgment and real-world business intelligence experience are more important than healthcare-specific experience.

Work Environment

This is an in-person role based in Midtown Manhattan.

Principium is a growing company, and this role is best suited for someone who is comfortable in a fast-moving, entrepreneurial environment. The successful candidate should be comfortable working with imperfect systems, incomplete information, and evolving priorities.

This is not a role for someone who needs a fully built data warehouse, a large analytics department, or highly structured enterprise processes before getting started.

Application Requirements

To apply, please include:

• resume
• brief cover note
• examples of dashboards, operational systems, automations, analytics projects, or workflows you have personally built or significantly improved
• responses to the screening questions provided in the application

Applications without concrete examples of prior real-world business intelligence, analytics, reporting, automation, or operational systems work may not be reviewed.

Compensation and Benefits

Compensation: $74,000 – $94,000 per year, depending on experience.

Benefits include:

• 401(k)
• 401(k) matching
• health insurance
• dental insurance
• vision insurance
• paid time off

Schedule and Location

Job Type: Full-time
Work Location: In person, Midtown Manhattan
Sponsorship: Principium Psychiatry does not provide current or future visa sponsorship for this position.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
  
  
  To Apply, please answer the following questions in your cover letter:
  
  1. Productivity / Business 

A multi-location service business has several professionals who generate revenue through scheduled client appointments. This month, one professional’s cash collections are down 20%, but completed appointment count is up 10%. The company has appointment data, cancellation/no-show data, service-type data, and separate billing reports. Cash collections may lag behind the date services were delivered.

In 300–500 words, explain how you would investigate this. What data would you request first? What metrics would you compare? How would you separate a real productivity issue from a billing-timing issue? What possible explanations would you consider?

2. Client Follow-Up / Metric Definition

A service business wants to identify clients who may need follow-up. A client may have completed an initial appointment but not scheduled a next step, canceled and not rescheduled, completed a recurring appointment but has no future appointment, started a multi-step service process but stopped appearing on the schedule, or completed their service plan and no longer needs follow-up.

In 300–500 words, define a practical first-version “follow-up needed” or “client at risk” metric. What exact rule would you use? Would the rule differ by service type? Who should be excluded? How would you identify false positives? How would you turn this into a staff worklist?

3. First 30 Days / Systems  

A growing service business has operational data in three places: a scheduling system, a CRM system, and billing/payment reports. There is no data warehouse. Some data can be exported manually; some may be available by API. Some fields are inconsistent across systems.

In 500 words or less, describe what you would build in your first 30 days. What would you build first? What would you intentionally not build yet? What tools would you use for the first version? How would you validate that the data is trustworthy? What would leadership see by day 30? When would you move from a lightweight prototype to a more durable BI system?