Renewal & Reporting Operations Lead

CVS Health; Nevada (IA); Hybrid; USD 54,000 - 159,000; Full time

Benefits offered by this job

Comprehensive benefits package

Bonus or incentive program

Job summary

CVS Health is seeking a Renewal and Reporting Team Lead to oversee renewal processes, Salesforce case management, and reporting programs within the Renewal and Reporting team. The role requires experience in renewal operations, cross-functional collaboration, and process improvement to ensure accurate and timely work.

This leadership position expects you to coach a team, lead daily case discussions, manage stakeholder relationships, and drive efficiency and scalability across workflows, while

Qualifications

• 5–7 years of reporting experience.
• 3–5 years with Salesforce and the insurance renewal process.
• 3–5 years of health insurance group benefits experience.
• Demonstrated experience managing or guiding complex workflow in a renewal, reporting, or case-driven operational environment.
• Strong problem-solving and decision-making skills.

Responsibilities

• Facilitate and oversee renewal processes, reporting-related programs, and operational workflows to ensure successful delivery.
• Lead daily case call discussions and review complex Salesforce cases to support timely resolution and consistent execution.
• Serve as a primary point of contact for Client Management throughout the renewal process, maintaining strong and effective working relationships.
• Coach and guide team members through training, education, and day-to-day support to strengthen adoption of renewal processes and case request workflows.
• Partner with internal and external stakeholders to gather requirements, assess operational needs, identify risks, and support mitigation planning.
• Provide regular status updates, address operational concerns, and elevate issues as needed to support timely resolution.
• Identify, recommend, and help implement process improvements and best practices that strengthen efficiency, quality, and team scalability.
• Lead and support small internal team initiatives, including but not limited to process improvements, workflow enhancements, reporting refinements, and operational changes that improve Renewal and Reporting team effectiveness, consistency, and scalability.
• Provide leadership, mentorship, and workflow direction to support a collaborative and high-performing team environment.

Skills

Renewal processes

Salesforce

Reporting

Stakeholder management

Team leadership

Process improvement

Training

Project coordination

Education

Bachelor's degree preferred

Tools

Salesforce

Tableau

Job description

CVS Health is seeking a Renewal and Reporting Team Lead to oversee renewal processes, Salesforce case management, and reporting programs within the Renewal and Reporting team. The role requires experience in renewal operations, cross-functional collaboration, and process improvement to ensure accurate and timely work.

This leadership position expects you to coach a team, lead daily case discussions, manage stakeholder relationships, and drive efficiency and scalability across workflows, while