Salesforce Analyst

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.

Key responsibilities include:

• 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

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

Preferred Qualifications:

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

• 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