Companies Athari Salesforce Analyst

About the role

Athari

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

Requirements

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

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
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