Salesforce Analyst

MetroPlusHealth; New York (NY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A health services provider in New York is seeking a Salesforce Analyst responsible for administrative support and analysis within the Salesforce system for the Claims Department. The ideal candidate will have a bachelor's degree and a minimum of three years' experience in health plans with a CRM tool, plus proficiency in MS Office applications. This role involves coordinating case management and performing routine updates within Salesforce, ultimately enhancing department efficiency.

Qualifications

• Minimum 3 years’ experience in a health plan with CRM tools, preferably Salesforce.
• Must be proficient in MS Office applications.

Responsibilities

• Coordinates Salesforce administration aspects and inventory management of cases.
• Triage new cases and tracks their routing.
• Supports preparation of case activity and production reports.
• Assists in Salesforce training needs.

Skills

Salesforce

CRM Tools

MS Office

Analytical Skills

Communication Skills

Education

Bachelor’s Degree

Job description

Position Overview

The Salesforce Analyst is accountable for performing analysis and administrative support specifically to Salesforce (SF) for the Claims Department. Incumbent will triage new cases and route/reroute cases as needed, assign salesforce cases to staff, will monitor, analyze, track and trend salesforce cases, will assist with compilation of key salesforce case metrics and will perform routine administrative case functions within the salesforce system. Salesforce will also make recommendations for improvement to the SF application to improve department efficiency and quality.

Scope of Role & Responsibilities

• Under direction from manager, coordinates the administration aspects of the Salesforce tool and inventory management of cases.
• Under direction from manager, manually assigns cases to staff and/or routes to queues.
• Triages new cases, tracking and trending and routing appropriately.
• Assists with monitoring of case age and routing.
• Performs administration case updates in salesforce application as appropriate.
• Supports preparation of case activity and production reports.
• Works with Salesforce IT team to develop reports.
• Assists with any Salesforce training needs.
• Performs other duties, as assigned by management.

Required Education, Training & Professional Experience

• Bachelor’s degree required.
• Minimum 3 years’ health plan experience with a CRM tool; Salesforce a plus.
• Proficient in MS Office applications.

Professional Competencies

• Integrity and Trust.
• Customer Focus.
• Functional/Technical skills.
• Excellent verbal and written communication skills, with the ability to effectively communicate.
• Strong organizational and analytical skills.
• Ability to solve practical problems and recommend solutions."