Senior Renewal & Reporting Operations Lead

CVS Health; South Carolina; Hybrid; USD 54,000 - 159,000; Full time

Benefits offered by this job

Bonus eligibility

Competitive benefits

Job summary

CVS Health is seeking a Renewal and Reporting Team Lead to oversee renewal workflows, reporting programs, and Salesforce case management. You will coordinate with clients and internal partners to ensure accurate, timely delivery and continuous process improvement.

This role requires 5–7 years in reporting, 3–5 years with Salesforce and renewal processes, and health insurance benefits experience. You will coach staff, lead daily calls, and drive initiatives to strengthen efficiency and team

Qualifications

• 5–7 years of reporting experience.
• 3–5 years with Salesforce and the insurance renewal process.
• 3–5 years of health insurance group benefits experience.
• Experience managing or guiding complex renewal/workflow in a renewal, reporting, or case-driven environment.
• Strong problem-solving and decision-making skills.
• Ability to coach team and provide operational guidance.

Responsibilities

• Facilitate and oversee 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 experience

Leadership

Problem-solving

Coaching

Education

Bachelor's degree preferred

Tools

Salesforce

Tableau

Job description

CVS Health is seeking a Renewal and Reporting Team Lead to oversee renewal workflows, reporting programs, and Salesforce case management. You will coordinate with clients and internal partners to ensure accurate, timely delivery and continuous process improvement.

This role requires 5–7 years in reporting, 3–5 years with Salesforce and renewal processes, and health insurance benefits experience. You will coach staff, lead daily calls, and drive initiatives to strengthen efficiency and team