Salesforce Analyst

Responsibilities

• Provide analysis and administrative support for the Salesforce case management tool within the Claims Department
• Triage new Salesforce cases and route or reroute them to appropriate staff or queues
• Coordinate Salesforce tool administration and manage case inventory
• Monitor case age and perform case updates to maintain data quality
• Track, trend, analyze, and report on Salesforce case activity and operational metrics
• Support the preparation of case activity and production reports for management review
• Collaborate with the Salesforce IT team to develop and refine operational reports and dashboards
• Assist with Salesforce training needs for department staff
• Recommend improvements to the Salesforce application to increase efficiency and quality

Requirements

• 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
• Experience performing Salesforce case updates and maintaining CRM data quality
• Proficiency with Microsoft Office
• Experience collaborating with IT and operations stakeholders

Preferred Qualifications

• Salesforce experience beyond core requirements
• Experience supporting healthcare claims operations or a Claims Department workflow

Benefits

• Comprehensive Medical Plan Covering Medical, Dental, Vision
• Short Term and Long-Term Disability Coverage
• 401(k) Plan with Company match
• Life Insurance
• Vacation Time, Sick Leave, Paid Holidays
• Paid Paternity and Maternity Leave

About the Company

MetroPlusHealth is a New York City–based hospitals and healthcare firm dedicated to helping the people of New York City to get quality health care at little or no cost.