Strategy & Operations Analyst

About the Role

As a member of the Growth Strategy team, you will drive Charlie Health’s national expansion by owning territory design, hiring strategy, and account assignment for the Outreach team. You will also support planning needs across Community Engagement within the broader sales organization. This role is highly cross-functional, partnering closely with Outreach leadership and Talent Acquisition to determine hiring locations, the number of roles to open monthly, and the types of Outreach reps best suited for each market based on data and growth objectives. You will lead territory builds, support regional reshuffling, and work with the broader team to ensure efficient account assignment. You will coordinate the release of new roles strategically to keep pace with company growth OKRs. Additionally, you will support broader Growth Strategy initiatives related to market expansion, workforce planning, and operational efficiency across the Outreach organization.

Key Responsibilities

• Own territory mapping and book building for the Outreach team, ensuring rep coverage is structured thoughtfully and deployed effectively.
• Partner with Outreach leadership and Talent Acquisition to support workforce planning decisions, including where to hire, when to open roles, and how to align coverage with growth priorities.
• Support account assignment, regional reshuffling, and rep coverage changes as the organization evolves.
• Build and maintain analyses and planning tools related to TAM, hiring strategy, Community Engagement (inside sales) planning, capacity planning, and market expansion.
• Help improve territory mapping, workforce planning, and book-building processes through scalable operational enhancements.
• Support execution of key Outreach workflow changes by partnering on rollout coordination, planning support, and process documentation.
• Conduct analyses of key business metrics and performance indicators to support data-driven decision-making.
• Prepare and present findings, recommendations, and updates to Growth Strategy leadership and stakeholders.

Requirements & Tech Stack

• Bachelor’s degree
• 0–1 years of full-time work experience; relevant internship experience in a start-up, consulting, or investment banking setting strongly preferred.
• Experience with SQL and/or Tableau is a plus.
• Exceptional communication, interpersonal, listening, and relationship-building skills.
• Microsoft Office proficiency—Word, PowerPoint, Excel.
• Resourceful with a natural ability to problem-solve.
• Proactive self-starter and natural multitasker.
• Meticulous attention to detail.
• Highly analytical, with an ability to construct research and data-driven recommendations.
• Located within a 45-minute commute of New York City and able to work 4 days per week in our NYC office.