Renewal Operations Lead - Salesforce & Reporting

CVS Health; Mississippi; Hybrid; USD 54,000 - 159,000; Full time

Job summary

CVS Health is seeking a Renewal and Reporting Team Lead to oversee renewal processes, reporting programs, and case workflows. You will lead daily discussions, review complex Salesforce cases, and maintain strong Client Management relationships throughout the renewal lifecycle.

The role requires experience in renewal and reporting operations, with emphasis on process optimization and cross-functional collaboration.

Qualifications

• 5 to 7 years of reporting experience.
• 3 to 5 years of experience with Salesforce and the insurance renewal process.
• 3 to 5 years of health insurance group benefits experience.
• Experience managing or guiding complex renewal, reporting, or case-driven workflows.

Responsibilities

• Facilitate and oversee renewal processes, reporting programs, and workflows to ensure successful delivery.
• Lead daily case discussions and review complex Salesforce cases for timely resolution.
• Serve as primary point of contact for Client Management throughout the renewal process.
• Coach and guide team members through training and day-to-day support.

Skills

Leadership

Team coaching

Stakeholder management

Problem solving

Education

Bachelor's degree

Tools

Salesforce

Tableau

Job description

CVS Health is seeking a Renewal and Reporting Team Lead to oversee renewal processes, reporting programs, and case workflows. You will lead daily discussions, review complex Salesforce cases, and maintain strong Client Management relationships throughout the renewal lifecycle.

The role requires experience in renewal and reporting operations, with emphasis on process optimization and cross-functional collaboration.