Renewal & Reporting Operations Lead

CVS Health; Town of Florida (NY); Hybrid; USD 54,000 - 159,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement savings options

Paid time off

Job summary

CVS Health is seeking a Renewal and Reporting Team Lead in New York to oversee renewal workflows, reporting programs, and complex Salesforce cases. You will guide a team, coordinate with clients, and drive process improvements to ensure accurate and timely delivery.

The role requires 5–7 years in reporting, 3–5 years with Salesforce and renewal processes, and health insurance benefits experience. This is a full‑time position with a strong focus on leadership and scalability.

Qualifications

• 5 to 7 years of reporting experience.
• 3 to 5 years of experience working with Salesforce and the insurance renewal process.
• 3 to 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 working knowledge of renewal processes, reporting expectations, stakeholder support, and case management practices.
• Strong problem‑solving and decision‑making skills.
• Demonstrated growth mindset, including agility and the ability to develop yourself and others.
• Strong execution and delivery skills, including planning, prioritizing, and supporting work in a fast‑paced operational setting.
• Ability to coach team members and provide clear operational guidance grounded in real process knowledge.

Responsibilities

• Facilitate 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 relationships.
• Coach and guide team members through training, education, and day‑to‑day support to strengthen adoption of renewal processes.
• 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 escalate issues as needed to support timely resolution.
• Identify, recommend, and help implement process improvements and best practices to improve efficiency, quality, and scalability.
• Lead and support small internal initiatives to improve Renewal and Reporting team effectiveness and consistency.
• Provide leadership, mentorship, and workflow direction to maintain a high‑performing team environment.

Skills

Reporting

Salesforce

Renewals knowledge

Health insurance knowledge

Team leadership

Education

Bachelor's degree

Tools

Salesforce

Tableau

Salesforce case management

Job description

CVS Health is seeking a Renewal and Reporting Team Lead in New York to oversee renewal workflows, reporting programs, and complex Salesforce cases. You will guide a team, coordinate with clients, and drive process improvements to ensure accurate and timely delivery.

The role requires 5–7 years in reporting, 3–5 years with Salesforce and renewal processes, and health insurance benefits experience. This is a full‑time position with a strong focus on leadership and scalability.