Renewal & Reporting Operations Lead

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

Benefits offered by this job

Comprehensive benefits

Bonus eligibility

Career development

Job summary

CVS Health is seeking a Renewal and Reporting Team Lead to oversee renewal workflows, reporting programs, and case workflows. This role requires deep knowledge of RnR operations, Salesforce case management, and cross-functional collaboration to ensure accurate and timely delivery.

You will coach and guide teammates, lead daily case discussions, partner with clients and stakeholders, and drive process improvements that enhance efficiency, quality, and scalability across the Renewal and Reporting

Qualifications

• 5–7 years of reporting experience.
• 3–5 years with Salesforce and insurance renewal processes.
• 3–5 years health insurance group benefits experience.
• Experience guiding complex renewal or reporting workflows.
• Strong problem-solving and decision-making abilities.
• Growth mindset and ability to develop others.
• Ability to coach team members with clear operational guidance.

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

Reporting

Team leadership

Stakeholder management

Tableau

DG experience

Salesforce

Education

Bachelor's degree preferred

Tools

Salesforce

Job description

CVS Health is seeking a Renewal and Reporting Team Lead to oversee renewal workflows, reporting programs, and case workflows. This role requires deep knowledge of RnR operations, Salesforce case management, and cross-functional collaboration to ensure accurate and timely delivery.

You will coach and guide teammates, lead daily case discussions, partner with clients and stakeholders, and drive process improvements that enhance efficiency, quality, and scalability across the Renewal and Reporting