Workflow Optimization Specialist

Role Description

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.

Qualifications

• 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.

Requirements

• 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.
  • Follows all local, state and federal laws concerning employment to include 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.

Benefits

• Pay Range $70,000 - $95,000 per year