Salesforce Analyst
On-site · New York City, New York, United States
New York City, New York, United StatesOn-siteFull TimeMid LevelBachelors DegreeUnknown
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Support Salesforce in the Claims Department by coordinating case management and operational reporting. Triage and route Salesforce cases, administer Salesforce case management, monitor case aging, and develop/maintain reports and dashboards to track activity and performance. Collaborate with the Salesforce IT team, assist with training needs for department staff, and propose improvements to increase efficiency and data quality. Performs other duties as assigned by management.
Required Qualifications
- Bachelor’s degree
- Minimum 3 years of health plan experience using a CRM tool
- Experience with Salesforce case management and queue routing
- Experience triaging and prioritizing work in a high-volume case environment
- Proficiency creating and maintaining Salesforce reports and dashboards for operational metrics (such as trends and case aging)
- Experience performing Salesforce case updates and maintaining CRM data quality
- Proficiency with Microsoft Office
- Experience collaborating with IT and operations stakeholders to support or improve a CRM/case management tool
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