Agent Operations Associate, Documents
About The Role
Reporting to the Head of Operations, this role owns the launch and automation of Valerie’s document agents across our customers. You will take workflows from discovery and configuration through testing, go-live, and ongoing optimization. You will go deep into how clinical and administrative documents move through provider organizations: how they are received, interpreted, matched, routed, acted upon, and recorded in systems of record. You will translate these complex, exception-heavy processes into reliable agent workflows, business rules, integrations, and human-in-the-loop (HITL) paths. This is a hands-on operational role working across customers, operations, and engineering. You will remain accountable for how your agents perform in production, using data to identify problems, prioritize improvements, and drive them through resolution.
What you’ll do
Own Implementations: Lead document-agent deployments from customer workflow discovery through configuration, testing, go-live, and post-launch performance.
Design and Improve Workflows: Translate complex customer processes into reliable automated workflows, including document intake, interpretation, routing, downstream actions, and exception handling.
Measure and Prioritize: Build reporting, analyze performance, and prioritize opportunities based on where human-in-the-loop work consumes the most time.
Increase Automation: Diagnose why tasks require human review and develop, test, and monitor improvements that safely move work toward automated completion.
Build the Playbook: Turn successful implementations and optimization approaches into repeatable processes, configurations, and testing methods that help the team scale.
About you
Experience: 1-2+ years of experience in operations, analytics, consulting, solutions engineering, or technical implementation. Exceptional early career candidates without full-time experience are encouraged to apply. Experience using data to diagnose problems, prioritize opportunities, and improve operational or technical workflows. SQL experience is preferred, but not required. Experience working cross-functionally with technical, operational, or customer-facing teams is a plus. Experience with workflow automation, AI-enabled products, or healthcare operations is helpful but not required.
Attributes: Analytical Rigor: You define the metrics you need, dig into the underlying data, and use it to identify and prioritize opportunities for improvement. Operational Judgment: You balance automation, quality, and risk, setting clear criteria for when a workflow is ready to move from human review to automated completion. Hands-On Problem Solver: You enjoy testing, debugging, and iterating until a workflow performs reliably across both common and edge cases. Technical Fluency: You learn complex systems quickly, work comfortably with data and workflow configuration, and can independently investigate logs and trace failures. Clear Communicator: You ask thoughtful questions, understand complex customer workflows, and communicate requirements, tradeoffs, and issues clearly to customers and internal teams. Ownership and Urgency: You take responsibility from initial implementation through production performance, move quickly from analysis to action, and follow problems through to resolution.