Renewals & Reporting Operations Lead

CVS Health; Saint Paul (MN); On-site; USD 54,000 - 159,000; Full time

Benefits offered by this job

Comprehensive benefits package

Bonus eligibility

Job summary

CVS Health is seeking a Renewal and Reporting Team Lead in Minnesota to oversee renewal and reporting workflows, guide case execution in Salesforce, and drive process improvements across the team. You will liaison with Clients and stakeholders, coach staff, and ensure timely, accurate delivery in a fast-paced health benefits environment.

The role requires extensive experience in renewal operations, reporting, and Salesforce, with a focus on building strong relationships and scalable processes.

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.

Responsibilities

• Facilitate and oversee execution of 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

Reporting experience

Salesforce

Renewal processes

Team leadership

Stakeholder management

Problem-solving

Education

Bachelor’s degree preferred

Tools

Tableau

Salesforce dashboard tools

Job description

CVS Health is seeking a Renewal and Reporting Team Lead in Minnesota to oversee renewal and reporting workflows, guide case execution in Salesforce, and drive process improvements across the team. You will liaison with Clients and stakeholders, coach staff, and ensure timely, accurate delivery in a fast-paced health benefits environment.

The role requires extensive experience in renewal operations, reporting, and Salesforce, with a focus on building strong relationships and scalable processes.