Salesforce Administrator I/II

Capital District Physicians Health Plan Inc; Buffalo (NY); Hybrid; USD 65,000 - 129,000; Full time

Job summary

Capital District Physicians Health Plan Inc (CDPHP) seeks a Salesforce Administrator to manage and optimize the Salesforce platform supporting provider lifecycle management. You will configure objects, fields, views, reports, dashboards, and automation while partnering with provider network leaders and cross-functional teams.

The role requires ADM 201 certification, two+ years' experience, and strong data quality, testing, and documentation skills.

Qualifications

• Minimum two (2) years related work experience required.
• Bachelor's degree in Computer Science, Information Technology or relevant field; six (6) years of related work experience in lieu of a degree.
• Prior experience in a technical role supporting provider networks strongly preferred.
• Salesforce Administrator Certification (ADM 201) required.
• Advanced knowledge of Salesforce CRM platforms.
• Working knowledge of the healthcare industry.
• Demonstrated ability to partner with cross-functional teams and make decisions.
• Ability to take initiative and drive toward outcomes.
• Knowledge of SDLC activities.
• Working knowledge of analysis/design, unit testing and data gathering techniques.
• Strong process orientation and critical thinking skills.

Responsibilities

• Collaborates with provider network leaders and Product Owner to understand strategy and implement solutions.
• Manage and maintain Salesforce CRM: user setup, profiles, roles, teams, and object customization.
• Create and maintain reports, dashboards, list views, and automation; monitor data quality.
• Work within Agile project methodology and document processes.
• Provide user training and create documentation for configurations.
• Execute unit tests and manage work plans for projects.
• Research, analyze, and configure to resolve Salesforce issues.
• Communicate with partners to ensure timely resolution of issues.
• Oversee development lifecycle for Salesforce changes and ensure defect-free implementations.
• Manage daily Salesforce platform functions and data cleansing.

Skills

Cross-functional collaboration

System configuration

Data quality monitoring

Unit testing

Documentation

Training users

Education

Bachelor's degree in CS/IT or relevant field

Salesforce Administrator Certification (ADM 201)

Six years of related work experience (in lieu of degree)

Tools

Salesforce CRM

AppExchange tools

Job description

Job Description

Summary

The Salesforce Administrator will be responsible for managing the day-to-day operations, configuring Salesforce to fit the company's needs, creating, and managing fields, views, reports, dashboards, campaigns, and other Salesforce objects and functions specific to the betterment and optimization of the enterprise's provider lifecycle management (PLM) experience. This role has a solid understanding of business operations as well as strategy and the analytical capabilities to translate business needs into system solutions. Salesforce Administrator is responsible for managing and developing the salesforce.com platform to meet the provider network engagement's business needs. This role is to ensure the stability and scalability of the system, design and implement new features, and offer support and training to users.

Essential Accountabilities

Level I

• Collaborates with provider network leaders as well as their teams, Salesforce & Product Owner, to understand business strategy / priority, and determines and executes the solutions.
• Manage and maintain the company's Salesforce CRM, including user setup, profiles, roles, and teams, customization of objects, fields, record types, page layouts, and validations. Responsible for system configuration fields, tables, modules and data bases required to support accurate processing.
• Creates and maintains reports, dashboards, list views, and automation solutions. Develop reports, dashboards, and processes to continuously monitor data quality and integrity.
• Works within the Agile project methodology and framework.
• Creates and maintains documentation. Document system configuration and administrative processes.
• Creates and executes unit test cases for testing and workplan management. Creates individual work plans for projects and workplan management.
• Researches, analyzes, and configures to resolve system issues within the scope of Salesforce and the aligned systems.
• Communicates with team members and business partners to ensure timely and appropriate resolution to reported configuration issues and enhancements.
• Accountable for complete development cycle for development activities from requirements analysis through implementation, ensuring all system changes are defect-free prior to implementation.
• Manage daily functions of the salesforce.com platform. Perform database maintenance tasks, including diagnostic tests and duplicate entry cleansing.
• Create and manage custom fields, objects, records, layouts, list views, workflows, and approval processes.
• Provide support to users and train new end users on the Salesforce system. Create and maintain user roles, profiles, and hierarchies.
• Interact regularly with business units to understand business needs and translate them into functional and technical requirements.
• Evaluate, install, and manage Salesforce updates and add-ons. Assist in the evaluation of new business systems software and processes.
• Work with management to identify new and creative opportunities to leverage Salesforce to support additional business processes or functions. Keep abreast with new Salesforce features and functionality and provide recommendations for process improvements.
• Assist in the evaluation and installation of AppExchange tools for feasibility and impact.
• Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companies' mission and values, adhering to the Corporate Code of Conduct, and leading to the Lifetime Way values and beliefs.
• Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures.
• Regular and reliable attendance is expected and required.
• Performs other functions as assigned by management.

Level II (in addition to Level I Accountabilities)

• Provides business rules configuration input to development projects, including, but not limited to the development of interfaces and extensions.
• Participates in the development of tools and processes to improve the efficiency of configuration build and maintenance activities.
• Articulates and concisely communicates with Senior Management, presenting recommendations and statuses.
• Audits configuration changes made by others before migration into production as needed.
• Directs ongoing systems configuration changes and new configuration requirements.
• Develops strategies to meet goals and translates those strategies into specific action plans.

Minimum Qualifications

NOTE: We include multiple levels of classification differentiated by demonstrated knowledge, skills, and the ability to manage increasingly independent and/or complex assignments, broader responsibility, additional decision making, and in some cases, becoming a resource to others. In addition to using this differentiated approach to place new hires, it also provides guideposts for employee development and promotional opportunities.

All Levels

• Minimum two (2) years related work experience required (e.g.: configuration experience on a health insurance platform/ application).
• Bachelor's degree in Computer Science, Information Technology or relevant field. In lieu of a degree, six (6) years of related work experience required.
• Prior experience in a technical role supporting provider networks strongly preferred. Proven work experience as a Salesforce administrator.
• Salesforce Administrator Certification (ADM 201) required.
• Advanced knowledge of Salesforce CRM platforms. Experience in setting up and managing user profiles, roles, and permission sets in Salesforce. Familiarity with Salesforce.com best practices, support mechanisms, procedures, and limitations required.
• Working knowledge of the healthcare industry.
• Demonstrated ability to partner with cross-functional teams, diverse groups and individuals to achieve common goals, make clear and consistent decisions using information from multiple sources.
• Demonstrated ability to take initiative and drive towards desired outcome in a timely manner.
• Knowledge of system development life cycle activities.
• Working knowledge of structured analysis and design, unit testing and data gathering techniques.
• Strong process orientation and critical thinking skills.

Level II (in addition to Level II Qualifications)

• Minimum of five years of related work experience required.
• Salesforce Platform App Builder Certification preferred.
• Advance understanding of the health insurance industry, preferably in provider network.
• Ability to design and configure all controls necessary to support Salesforce system.
• Demonstrated ability to assign relevance and risk to a series of planned events at an individual, department, or enterprise level against a specific outcome.
• Demonstrated ability to train and mentor.
• Proven ability to identify root causes of business and/or workflow problems and determine innovative sources for solutions and opportunities.
• In-depth knowledge of system development life cycle activities. Specific knowledge/experience of Health Plan systems life cycle activities preferred.
• Demonstrated ability to facilitate effective presentations to front line management staff.
• Proven ability to make decisions with ambiguous information.
• Exceptional organizational skills including the ability to manage large projects and work across multiple locations.

Physical Requirements

• Ability to work prolonged periods sitting and/or standing at a workstation and working on a computer.
• Ability to work while sitting and/or standing at a workstation viewing a computer and using a keyboard, mouse and/or phone for three (3) or more hours at a time.
• Ability to work in a home office for continuous periods of time for business continuity.
• Ability to travel across the Health Plan service region for meetings and/or trainings as needed.

In support of the Americans with Disabilities Act, this job description lists only those responsibilities and qualifications deemed essential to the position.

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Compensation Range(s)

Level I: Grade E4: Minimum $65,346 - Maximum $117,622

Level II: Grade E5: Minimum $71,880 - Maximum $129,384

The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position's minimum qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.

Please note: There may be opportunity for remote work within all jobs posted by the CDPHP Talent Acquisition team. This decision is made on a case-by-case basis.