Skills

Communication Salesforce Monitoring CRM Training Organization Analytical Skills

Job Specifications

Position Overview

The Salesforce Analyst is accountable for performing analysis and administrative support specifically to Salesforce (SF) for the Claims Department. Incumbent will triage new cases and route/reroute cases as needed, assign salesforce cases to staff, will monitor, analyze, track and trend salesforce cases, will assist with compilation of key salesforce case metrics and will perform routine administrative case functions within the salesforce system. Salesforce will also make recommendations for improvement to the SF application to improve department efficiency and quality.

Scope Of Role & Responsibilities

Under direction from manager, coordinates the administration aspects of the Salesforce tool and inventory management of cases.
Under direction from manager, manually assigns cases to staff and/or routes to queues.
Triages new cases, tracking and trending and routing appropriately.
Assists with monitoring of case age and routing.
Performs administration case updates in salesforce application as appropriate.
Supports preparation of case activity and production reports.
Works with Salesforce IT team to develop reports.
Assists with any Salesforce training needs.
Performs other duties, as assigned by management.

Required Education, Training & Professional Experience

Bachelor’s degree required.
Minimum 3 years’ health plan experience with a CRM tool; Salesforce a plus.
Proficient in MS Office applications.

Professional Competencies

Integrity and Trust.
Customer Focus.
Functional/Technical skills.
Excellent verbal and written communication skills, with the ability to effectively communicate.
Strong organizational and analytical skills.
Ability to solve practical problems and recommend solutions.
Ability to plan work, work with staff, at all levels of the organization.
Show initiative and flexibility.
Ability to manage time and make decisions within the scope of assigned authority.
Ability to multi-task.
Must be able to work in a fast-paced environment.

#MHP50

About the Company

Since 1985, MetroPlusHealth has helped the people of New York City get quality health care at little to no cost. MetroPlusHealth is the plan of choice for over 712,000 New Yorkers, and its commercial and government-sponsored plans meet the needs of individuals, families, and workforces. The MetroPlusHealth staff speaks more than 40 languages and is as diverse as the great City it serves. MetroPlusHealth is part of NYC Health + Hospitals, the nation's largest public health system. For more information, visit metroplus.org. Jo... Know more