Renewals & Reporting Operations Team Lead

CVS Health; Wisconsin; 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 Salesforce case management. This role requires strong experience in renewal operations and cross-functional collaboration to ensure accurate, efficient case handling and continuous process improvements.

The ideal candidate will lead daily discussions, coach the team, and partner with stakeholders to gather requirements, assess needs, and mitigate risks.

Qualifications

• 5 to 7 years of reporting experience.
• 3 to 5 years 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 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

Tableau

Renewal processes

Problem solving

Leadership

Communication

Agile mindset

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 Salesforce case management. This role requires strong experience in renewal operations and cross-functional collaboration to ensure accurate, efficient case handling and continuous process improvements.

The ideal candidate will lead daily discussions, coach the team, and partner with stakeholders to gather requirements, assess needs, and mitigate risks.