Customer Relationship Management Analyst - Salesforce

HealthSearch Group; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

HealthSearch Group is seeking a detail-oriented Salesforce Analyst to support the Claims Department of a large managed care organization. You will triage and route Salesforce cases, monitor inventory, track trends, and prepare reports to support system improvements.

The role emphasizes collaboration with the Salesforce IT team, training support, and ongoing initiatives to improve departmental efficiency and quality.

Qualifications

• At least three years of health plan experience using a CRM platform.
• Salesforce experience strongly preferred.
• Proficiency in Microsoft Office.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Triage new Salesforce cases and route them appropriately.
• Assign cases to staff members and departmental queues.
• Monitor case inventory, aging, activity, and trends.
• Perform routine administrative case updates.
• Assist with case activity, productivity, and performance reporting.
• Collaborate with the Salesforce IT team to develop reports.
• Support Salesforce training needs.
• Recommend improvements to increase departmental efficiency and quality.

Skills

Analytical skills

Organizational skills

Communication skills

Multitasking

Tools

Salesforce

Microsoft Office

Job description

We are seeking a detail-oriented Salesforce Analyst to support the Claims Department of a large managed care organization. This individual will help oversee Salesforce case activity, including triaging and routing cases, monitoring inventory, tracking trends, preparing reports, and supporting system improvements.

Key Responsibilities:

• Triage new Salesforce cases and route them appropriately
• Assign cases to staff members and departmental queues
• Monitor case inventory, aging, activity, and trends
• Perform routine administrative case updates
• Assist with case activity, productivity, and performance reporting
• Collaborate with the Salesforce IT team to develop reports
• Support Salesforce training needs
• Recommend improvements to increase departmental efficiency and quality

Qualifications:

• At least three years of health plan experience using a CRM platform
• Salesforce experience strongly preferred
• Proficiency in Microsoft Office
• Strong analytical, organizational, and communication skills
• Ability to manage multiple priorities in a fast-paced environment

This is an excellent opportunity to join a well-established healthcare organization offering strong retirement benefits and long-term career potential.