Salesforce Administrator
The Salesforce Administrator will be responsible for the design, implementation, customization, and maintenance of our Salesforce instance.
Position Description
The Salesforce Administrator will be responsible for the design, implementation, customization, and maintenance of our Salesforce instance. You will collaborate closely with cross-functional teams to understand business requirements, translate them into scalable solutions, and drive continuous improvement initiatives. This role interacts with the entire enterprise and is an integral part of the organization, dedicated to achieving client satisfaction, customer relationship management, revenue generation and long-term growth in line with the CAQH Vision and Mission.
This is a full-time, exempt, remote position and reports to the Director, Sales Enablement.
Specific Responsibilities
Salesforce Configuration and Customization:
- Design, configure, and customize Salesforce to support business processes and workflows effectively.
- Develop and maintain custom objects, fields, workflows, validation rules, process builder flows, and other Salesforce configurations.
- Implement and manage Salesforce integrations with third-party applications and systems.
- Stay updated on Salesforce releases and new features, evaluating their potential impact and implementing relevant enhancements.
Stakeholder Collaboration and Support:
- Collaborate with stakeholders to gather requirements and translate them into technical solutions within Salesforce.
- Provide technical support and troubleshooting for Salesforce users, identifying and resolving issues in a timely manner.
- Drive user adoption through training sessions, workshops, and ongoing support initiatives.
Reporting and Dashboards:
- Design and develop reports and dashboards to provide actionable insights into key performance metrics, sales trends, and business analytics.
- Collaborate with stakeholders to understand reporting requirements and deliver customized solutions that meet their needs.
- Optimize report performance and data accuracy through efficient data modeling and query optimization techniques.
- Provide training and support to users on report creation, dashboard navigation, and data visualization best practices.
Forecast, Revenue, and Pipeline Management:
- Implement and maintain Salesforce functionality related to forecasting, revenue tracking, pipeline management, and compensation models.
- Collaborate with sales leadership to define forecasting methodologies, establish revenue targets, and monitor pipeline health.
- Configure and customize Salesforce forecasting modules to align with the organization's sales processes and goals.
- Analyze sales pipeline data to identify trends, opportunities, and potential risks, providing actionable insights to sales teams and management.
- Drive initiatives to improve forecast accuracy, revenue predictability, and sales pipeline efficiency through process enhancements and technology solutions.
Continuous Improvement and Innovation:
- Proactively identify opportunities for process improvement and automation within Salesforce.
- Lead the evaluation and implementation of new Salesforce features and functionalities to enhance system capabilities.
- Provide insights and recommendations for optimizing Salesforce performance and scalability.
Supervisory Responsibilities:
- The Salesforce Administrator will supervise a team of 1 analyst.
- Five or more years of work experience in managing a salesforce sales cloud lightning instance, with a concentration on B2B revenue forecasting, reporting and dashboards, and sales team management.
- Experience managing Salesforce platform integrations, HubSpot Marketing Hub, and related data transformation tools.
- Deep experience with Microsoft Office tools, including advanced knowledge with Excel.
- Bachelor’s degree required.
- Salesforce certified Administrator required; Advanced Administrator and/or Sales Cloud Consultant certification, preferred.
- HubSpot Marketing Hub experience preferred.
Who We Are
Named one Modern Healthcare’s “Best Places to Work,” CAQH has helped nearly 1,000 health plans, 2+ million providers, government entities and vendors connect, exchange information and operate more efficiently. CAQH technology-enabled solutions and its Committee on Operating Rules for Information Exchange (CORE) bring the healthcare industry together to make sharing business information more automated, predictable, and consistent. CAQH Insights researches opportunities to reduce the burden of manual processes in healthcare administration.
What You Get
CAQH recognizes that its most important asset is its growing team of smart, creative, collaborative, forward-thinking and passionate professionals – and that a comprehensive employee benefits package is an important factor for them in choosing where to work. CAQH offers competitive compensation along with an extensive benefits package for all full-time employees, including medical, dental and vision coverage, tuition assistance and a 401k. We offer full-time remote work to all staff from any location and maintain a physical office in downtown Washington, DC.
At CAQH, we are proud of our active commitment to Diversity, Equity, and Inclusion (DEI). Our DEI committee works diligently to foster an inclusive workplace where all individuals are valued, respected, and empowered. We embrace diverse perspectives and are dedicated to providing equal opportunities for everyone to thrive. Join us in our mission to transform healthcare through innovative technology solutions while making a positive impact on the lives of diverse communities.
CAQH is an equal opportunity employer. It is our policy to recruit, hire, train, and promote individuals, as well as administer any and all personnel actions, without regard to race, color, religion, sex, national origin or ancestry, age, marital status, disability, protected veteran status, personal appearance, sexual orientation, gender identity or expression, familial status, family responsibilities, matriculation, political affiliation, genetic information, source of income, place of residence, or any other characteristic protected by law. CAQH will not tolerate any unlawful discrimination and any such conduct is strictly prohibited.
Applicants have rights under the Family Medical Leave Act (FMLA), Equal Employment Opportunity (EEO), and the Employee Polygraph Protection Act (EPPA). If you are interested in applying for employment with CAQH and need an accommodation to apply for a posted position, contact CAQH Human Resources at 202-517-0436.