Operations Analyst

We’re looking for an experienced Operations Analyst to join our close-knit team and help us support our veterinary partners in simplifying the pet insurance conversation within their veterinary clinics.

As an early-stage hire you’ll be joining our growing veterinary channel teams, working directly with Pawlicy's Sales and Success leaders and teams, as well as our Chief Medical Officer, to play a pivotal role in building operational efficiencies that will allow us to support our network of veterinary hospitals. You will initially report to the Chief Medical Officer in this role. You will use skills in forecasting, operational design, and data analysis to help us with our mission to insure more pets and allow more pet owners to say "yes" to care. You should love animals and be excited to work at a company focused on improving their health.

We are looking to make a full-time hire, from candidates interested in working with our team long-term.

*Although we are currently remote, candidates must reside in the San Francisco Bay area or New York City metro area to allow for occasional in-person collaboration with the team.

Key Responsibilities

• Serve as primary administrator of our Sales and Customer Success CRM and connected tools, implementing SOPs, updating taxonomies, creating automations, importing lead data, managing data flow, and implementing data management and analysis best practices.
• Create reporting on the overall veterinary channel business by synthesizing information across our internal tools to aid strategic decision making.
• Analyze performance across the veterinary segment of the business and provide insights on areas of opportunity and growth within the segment.
• Develop practices to improve cross-functional efficiency and collaboration.
• Forecast asset demand across our veterinary network and manage vendor relationships to ensure order fulfillment.
• Maintain veterinary business records, harnessing internal and prospect data.

What We're Looking For

• Extensive exposure to database handling (managing data, running reports, building forecasts). Experience with SQL is a plus.

• Prior experience working with CRMs such as Pipedrive, Salesforce, Hubspot etc.
• Advanced skills in Excel; Experienced in reviewing and manipulating large raw data sets and reports.
• Problem solver with the ability to create solutions that can be translated into a formal process.
• Ability to build dashboards and reports to present data to executive leadership.
• You find enjoyment building structure and discovering insights from ambiguous environments.
• Experience working in dynamic, high-growth environments.
• You are self-sufficient and proactive at driving operational excellence with minimal oversight.

About the Company

We believe it should be easy for pet parents to do the right thing. At Pawlicy Advisor, personalized advice from the most trustworthy experts ensures pets get the best care possible.

Pawlicy Advisor is a fast-growing, fully-remote, venture-backed startup focused on helping pet owners around the country find the right health products for their pets, starting with pet health insurance. Pet insurance’s popularity is growing rapidly as pet owners seek protection from the high cost of veterinary care. Our pet insurance marketplace takes into account a pet’s breed-specific health risks to help people find the right policy for their pet. We also save pet owners money by analyzing pricing differences and premium increases over the lifetime of an animal.

We market to pet parents through a number of channels, but the partners we value the most are veterinarians. Vets love pet insurance because it increases that chance a pet parent will be able to afford the cost of treatment, but vets don’t know what providers to recommend and don’t want the liability associated with recommending a specific brand. Pawlicy Advisor helps thousands of vet offices across the US by simplifying the treatment financing conversation.

Where is the Pawlicy Advisor team located?

Pawlicy is headquartered in NYC and currently the majority of the team operates remotely with a few focused work places around the country such as San Francisco and NYC. We meet up for company offsites on a regular basis where we fly the whole team out to a fun destination and spend a few days team building. Our last few involved paddle boarding, ropes courses, horse riding, and some early morning yoga. We can’t wait for the next one 🙂

How large are you as a business?

At the time this job post was written, we’re 27. By the end of 2024 we expect to be at approximately 35. Happy to talk more about it in person but below are few stats to get you excited:

• 1000’s of veterinarians are using our product every day to help educate their clients about treatment financing options
• We account for a meaningful percentage of the total new pet insurance selected in the US
• We’ve raised >$19M in venture capital to date

How does Pawlicy Advisor make money?

We're a licensed insurance agency so we get paid a commission by the pet insurance company when we help pet parents buy a plan for their pet. These commissions are already priced into the cost of pet health insurance so they’re not paying extra to work with us.

Requirements

• 3+ years of experience as an operations analyst, business analyst or similar role
• Experience leading CRM management for a company and manipulating CRM data is required, experience with Mixpanel is a plus
• Mastery of Excel
• Strong forecasting, statistical analysis, and general analytical skills
• Previous experience at a high-growth fast-paced startup, or a passion to join one
• Legally authorized to work in the United States
• Must reside in the San Francisco bay area or NYC metro area to allow for occasional in-person collaboration
• Preferred:
• B2B experience in a healthcare industry (veterinary, dental or medical)
• Experience with SQL

Benefits

• Competitive salary (range $90,000 - $110,000)
• Startup equity grants
• Flexible (currently unlimited) vacation. We’re focused primarily on your output
• Top tier health, dental, vision insurance
• 401k employer contributions
• The chance to be an early hire at a well-funded, venture-backed startup and help build a billion-dollar business focused on helping pets