Salesforce Analyst

Canadian Addiction Treatment Centers • Markham, ON

30d • CA$60,000 - CA$75,000 • Remote

About The Position

Reporting to the Operations Director, the Salesforce Analyst plays a critical role in optimizing Salesforce workflows, reporting, and pipeline management to enhance team performance. The role acts as a business lead in partnership with Information Technology (IT), identifying and implementing platform integrations to streamline payment processes, improve lead conversion, and enhance the overall client journey. This position would also support the Admission Team by assigning leads, managing in-bound queue, and assisting Admission Coordinators in resolving administrative roadblocks.

Requirements

• Minimum of 2 years’ of Salesforce experience as a super user, including report development, pipeline reporting, and supporting technology improvement initiatives, ideally within a mid-sized organization.
• Strong project management skills, with experience leading initiatives and coordinating multiple priorities.
• Demonstrated ability to coordinate and collaborate with cross-departmental stakeholders including Business Development, Marketing, Admissions, and Operation teams.
• Excellent reporting and presentation skills with the ability to analyze data, identify root causes, and actionable recommendations.
• Results-oriented with a strong sense of urgency and the ability to self-manage priorities and workflows to consistently achieve business objects and meet targets.
• Ability to analyze team performance, provide data-driven insights to support managers in delivering timely, and actionable feedback.
• Strong leadership skills and interpersonal skills with the ability to communicate effectively, provide clear direction, and guide team members with clarity and professionalism.
• High School diploma is required.
• Completion of Salesforce Admin courses or equivalent training is required.
• Proficiency with technology platforms, including Microsoft Office Suite, Salesforce, and other relevant tools used to support operational workflows.
• This is a remote position.
• The role requires some evening hours, and participation in rotating weekend shifts.

Nice To Haves

• Experience working in a healthcare organization is considered an asset.
• Experience in a sales role is considered an asset.
• Post-Secondary education in Business, Data Analytics, or a related field is preferred.

Responsibilities

• Maintain and update Salesforce in collaboration with the IT Director or Admissions Director to ensure data accuracy.
• Reconcile and consolidate records in Salesforce to align with the EMR system, identifying opportunities for automation and process improvement.
• Design and implement new workflows to accelerate the admission process, and enhance team efficiency.
• Respond to data requests and provide relevant reporting to support decision making, and operational performance.
• Lead the assignment of leads and administration of the sales queue, ensuring timely and accurate distribution to the Admissions Team.
• Support the Senior Manager of Admissions during team meetings by providing reports, and analysis to inform performance initiatives and management.
• Assist in reviewing call recordings, scoring interactions with Admissions Coordinators, and recommending enhancements to the scoring rubric for ongoing quality improvement.
• Support process improvement initiatives across the Admissions function, including document management, payment processing and other areas that enhance client experience.
• Perform other duties as required to support the objectives of the Admissions Team.

Benefits

• Wellness: Group Benefits Plan for you and your family along with Employee Assistant Programs through TELUS Health, discounted GoodLife fitness memberships, paid time off for vacation, wellness days for illness, and mental health, and bereavement.
• Career Development: Professional Development, Lunch & Learn Sessions and access to 100+ courses within the Company’s Learning Management System.
• Preparation for the Future: Retirement Savings Plan (RRSP/DPSP).
• Employee Recognition: Service Recognition Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED