Salesforce Analyst

Athari•New York, NY

8h•Onsite

About The Position

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. As a Salesforce Analyst, you will play a critical role in supporting the Claims Department by ensuring the effective use of Salesforce for case management and operational reporting.

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 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

Nice To Haves

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

Responsibilities

Providing 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
Coordinating Salesforce tool administration and managing case inventory under manager direction
Monitoring case age and performing case updates within Salesforce to maintain data quality
Tracking, trending, analyzing, and reporting on Salesforce case activity and operational metrics
Supporting the preparation of case activity and production reports for management review
Collaborating with the Salesforce IT team to develop and refine operational reports and dashboards
Assisting with Salesforce training needs for department staff
Making recommendations to improve the Salesforce application to increase efficiency and quality
Performing other duties as assigned by management