Onboarding & Operations Specialist (Salesforce)

Sanitas Medical Center; Florida; On-site; USD 40,000 - 56,000; Full time

Job summary

Sanitas Medical Center in Florida is seeking an Operations Clerk to support broker onboarding, enrollment processing, and CRM updates. This role focuses on accurate, timely handling of new onboarding requests and profile creation in Salesforce.

You will audit enrollments, maintain records for audits, and assist with post-onboarding tasks. English proficiency is required; Spanish is preferred for broker communications.

Qualifications

• High school diploma required; 1–2 years admin/data entry experience preferred.
• Experience with Salesforce and CRM data entry.
• Strong Excel and data accuracy for enrollment audits.

Responsibilities

• Process new broker onboarding applications and validate documents.
• Create broker profiles and enrollment links in Salesforce.
• Audit enrollments for accuracy against original files.
• Maintain broker and employer records for audits.
• Support post-onboarding enrollment activities.
• Prioritize workflow during pre-enrollment campaigns.

Skills

Attention to Detail

Microsoft Office/Excel

Salesforce CRM

English Proficiency (Intermediate/Adv)

Spanish Proficiency

Education

High School Diploma or equivalent

Job description

Sanitas Medical Center in Florida is seeking an Operations Clerk to support broker onboarding, enrollment processing, and CRM updates. This role focuses on accurate, timely handling of new onboarding requests and profile creation in Salesforce.

You will audit enrollments, maintain records for audits, and assist with post-onboarding tasks. English proficiency is required; Spanish is preferred for broker communications.