Customer Relationship Management Analyst - Salesforce

• 📢 We’re Hiring: Salesforce Analyst
• 💻 Fully Remote

We are seeking a detail-oriented Salesforce Analyst to support the Claims Department of a large managed care organization. This individual will help oversee Salesforce case activity, including triaging and routing cases, monitoring inventory, tracking trends, preparing reports, and supporting system improvements.

Key Responsibilities:

• Triage new Salesforce cases and route them appropriately
• Assign cases to staff members and departmental queues
• Monitor case inventory, aging, activity, and trends
• Perform routine administrative case updates
• Assist with case activity, productivity, and performance reporting
• Collaborate with the Salesforce IT team to develop reports
• Support Salesforce training needs
• Recommend improvements to increase departmental efficiency and quality

Qualifications:

• Bachelor’s degree required
• At least three years of health plan experience using a CRM platform
• Salesforce experience strongly preferred
• Proficiency in Microsoft Office
• Strong analytical, organizational, and communication skills
• Ability to manage multiple priorities in a fast-paced environment

This is an excellent opportunity to join a well-established healthcare organization offering strong retirement benefits and long-term career potential.

Interested or know someone who may be a great fit? Send me a message or submit your resume for consideration!