Responsibilities
The
Workflow Optimization Specialist will drive operational efficiency by designing, implementing, and managing automated workflows and digital solutions using Smartsheet and/or Microsoft 365. This role bridges the gap between business needs and technology, eliminating manual bottlenecks and building scalable, user-friendly systems that empower teams to work smarter.
The successful candidate will have a strong understanding of business processes and the ability to translate complex requirements into structured, automated digital solutions. Common objectives will include maintaining high-quality, customer-focused service delivery, ensuring compliance, and preserving transaction accuracy and efficiency. This position will collaborate cross-functionally with colleagues across departments to achieve common objectives.
You will:Solution Design & Implementation
- Design, build, and maintain dynamic workflows, dashboards, and automated alerts using Smartsheet and/or M365 tools.
- Leverage advanced platform features such as Smartsheet DataMesh, Dynamic View, and Control Center, or M365 tools including Power Automate, Power Apps, and SharePoint.
- Translate complex business requirements into structured, automated digital processes.
- Experience building complex Smartsheet solutions involving conditional logic, cross-sheet references, and data automation.
- Ability to create and manage data-driven dashboards in tools such as Power BI, Tableau, or Excel to visualize project KPIs and performance.
- Experience developing and maintaining process maps, flowcharts, and visual documentation to outline current and future-state workflows.
Process Optimization. - Audit current operational processes and identify bottlenecks or inefficiencies.
- Develop strategies to transition manual, paper-based, or siloed tasks into streamlined digital workflows.
- Analyze existing workflows, perform benchmark gap analysis, and assist in the design to transform workflows.
- Establish standardization and best practices for platform usage across departments.
- Develop processes and procedures to effectively meet or exceed customer expectations.
If You Are:- Bachelor's degree in Business Administration, Information Technology, or a related field. Equivalent combination of education and experience considered.
- 2-4 years of experience in business analysis, operations, or process optimization.
- Proven hands-on experience building solutions in Smartsheet (Certification highly preferred) and/or Microsoft 365 Power Platform.
- Demonstrated experience leading others in process analysis and redesign initiatives.
Skills & Competencies - Analytical Thinking: Strong ability to map out processes, identify inefficiencies, and design intuitive technical solutions.
- Project Management: Excellent organizational skills to manage multiple optimization projects simultaneously, with the ability to prioritize and present status to management.
- Communication: Ability to clearly explain technical solutions to non-technical stakeholders and train end users. Must have strong written and verbal communication skills.
Ideal Candidate will possess:- Communicates, cooperates, and consistently functions professionally and harmoniously with all levels of supervision, co-workers, patients, visitors, and vendors.
- Demonstrates initiative, personal awareness, professionalism and integrity, and exercise confidentiality in all areas of performance.
- but not limited to: I-9, Harassment, EEOC, Civil rights and ADA.
- Follows OSHA regulations, RadNet and site protocols, policies and procedures.
- Follows HIPAA, compliance, privacy, safety and confidentiality standards at all times.
Pay Range $70,000 - $95,000 per year
