Senior Manager, Process Design & Deployment - CRM & Ops

Valeris, Inc.; Raleigh (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, vision options

Telehealth and EAP services

401(k) with company match

Paid time off and holidays

Job summary

Valeris, Inc. is seeking a Senior Manager/AD for Process Design & Deployment to drive process improvements, design client programs, and oversee CRM-related workflows.

You will collaborate with client teams and delivery groups to translate requirements into actionable processes. You will lead data migrations, build operational dashboards, support UAT, and provide training and cross-functional guidance across multiple departments.

Qualifications

• Bachelor’s degree and 8+ years of service-related experience in project/operations management, customer service, or training.
• Extensive knowledge of HUB Operations, inclusive of Nursing, Reimbursement and PAP experience.
• Experience supporting client-facing teams and Technology and operational delivery teams.
• Advanced proficiency with MS Excel, Visio and PPT.

Responsibilities

• Serve as a consultant to clients and D&I on program design to ensure alignment with technical workflows, process standards, and system capabilities.
• Understands both the customer’s need and the system capabilities/ challenges and able to offer effective solutions within platform standards.
• Support Program Ops and BA to ensure accurate capture and translation of functional and technical workflows into CLS, ensuring all integrations and data migration activities are seamless.
• Identify, document & prioritize business, process, and data requirements.
• Support Patient Programs services design and CRM documentation of the end-to-end Patient Journey as required for client Discovery sessions.
• Ensure Program design and business rules and program process flows are in alignment with technical workflows, process standards, and system capabilities.
• Support for data migration, data mapping, and integrations.
• SME support for CLS operational reporting, dashboards set up.
• Assist with technical workflows creation, system integration, data validations and user acceptance testing as required.
• Support Design & Implementation Team and Client Services with CLS solutions, from Design to Hypercare.
• Sales support for CRM demos and RFPs.

Skills

Cross-functional collaboration

UAT & Hypercare support

Client liaison

MS Excel proficiency

Data analysis

Education

Bachelor’s degree

Tools

Salesforce CRM

Salesforce Reporting

Excel

Visio

PowerPoint

Job description

Valeris, Inc. is seeking a Senior Manager/AD for Process Design & Deployment to drive process improvements, design client programs, and oversee CRM-related workflows.

You will collaborate with client teams and delivery groups to translate requirements into actionable processes. You will lead data migrations, build operational dashboards, support UAT, and provide training and cross-functional guidance across multiple departments.