What are the responsibilities and job description for the Salesforce Administrator position at Wellframe?
At Wellframe, a HealthEdge company, we reimagine healthcare relationships through a new approach that uses high-tech to deliver the high-touch support people need, when and where they need it. We call it Digital Health Management. Our comprehensive suite of Digital Health Management solutions for care management, advocacy, and navigation help organizations forge more meaningful connections with members, across their healthcare journey.
Wellframe was founded to counter a pressing industry problem: the healthcare system has struggled to find ways to support people in between care settings, at scale. We believe health plans are in the best position to advocate for their members as they navigate their health and care, but know that technology alone can’t help us achieve this ambition. That’s why our team of physicians, clinicians, public health experts, data scientists, engineers, and healthcare industry experts ensure our patented technology works in service of the person-to-person connections that make healthcare work best.
Role Overview
As Salesforce Administrator, you will be responsible for maintaining our Salesforce instance, working closely with our Marketing, Sales, Customer Success, and Finance teams. As the key enabler of these teams, the Salesforce Administrator is responsible for maintaining the Salesforce database, adding/removing users as well as training them in our instance. Additional responsibilities include improving and enhancing our Salesforce platform, gathering requirements and feedback, designing scalable best practice solutions, and managing the product roadmap. Specifically, we will embark in the coming year on a journey to update and improve our Salesforce instance that this role will be pivotal for.
This role directly reports to the VP of Data & Analytics and is part of this team, which sits at the center of our strategy of providing better care management by accurately measuring the performance of our programs, understanding key drivers, and identifying opportunities for improvement.
Areas of Responsibility:
- Ensuring optimal performance of Salesforce systems and products
- Understand business requirements and translate them into solutions.
- Create and manage users, profiles, roles, and permission sets in Salesforce.
- Daily administration and support including customization of objects, fields, record types, page layouts, and validation rules.
- Performing database maintenance tasks, including diagnostic tests and duplicate entry cleansing
- Upgrading and configuring Salesforce systems for optimized integration
- Load Sales data into Salesforce
- Implement and maintain Salesforce integration with other tools like LinkedIn, Marketo, ZenDesk, Qualified, Zoominfo
- Work closely with Marketing, Sales, and Customer Success to drive adoption and consistency of processes.
- Document and train staff on system best practices and processes
- Build internal dashboards and reports that give a comprehensive view of the health of the Wellframe business.
- Track key company metrics and understand trends and disparities.
- Assist in the creation of executive and board-facing reporting and presentations.
- Bachelor’s degree in Business, Finance, Healthcare Administration or a related field required; Master's degree a plus
- Salesforce certified administrator or Salesforce advanced administrator certification
- 2 years experience working as a Salesforce administrator in a similar environment
- Experience in performing Salesforce upgrades and ensuring successful integration with other tools
- Proficiency in creating Salesforce profiles, allocating roles, and managing access
- Knowledge of importing sales data and generating Salesforce reports
- Experience providing Salesforce training and end-user support
- Experience with integrating Marketo, LinkedIn Sales Navigator, ZoomInfo, ZenDesk, Qualified or equivalent tools into Salesforce
- Experience with Data Loader and DemandTools
- Proficiency with Excel preferred
- Understanding basic analysis principles preferred
- Strong attention to detail
- Excellent communication skills with a proven track record of communicating with internal and external stakeholders
- Experience working with a cross-functional team to identify requirements and problem resolution
- Energized by working through complex problems and bringing innovation to products
- Ability to document work, and issues and communicate standards and requirements
- Accepts feedback graciously, positive attitude, and naturally curious
- Strives not to commit the same mistake twice
Wellframe's remote-friendly culture means that we operate a hybrid office for employees in the Boston area, and also hire fully remotely across the country.
At Wellframe, we reimagine healthcare relationships through a new approach that uses high-tech to deliver the high-touch support people need, when and where they need it. We call it Digital Health Management. Our comprehensive suite of Digital Health Management solutions for care management, advocacy, and navigation help organizations forge more meaningful connections with members, across their healthcare journey.
Wellframe was founded to counter a pressing industry problem: the healthcare system has struggled to find ways to support people in between care settings, at scale. We believe health plans are in the best position to advocate for their members as they navigate their health and care but know that technology alone can’t help us achieve this ambition. That’s why our team of physicians, clinicians, public health experts, data scientists, engineers, and healthcare industry experts ensure our patented technology works in service of the person-to-person connections that make healthcare work best.
Wellframe, Inc. is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
This posting is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee and any percentages listed are approximate. Duties, responsibilities, and activities may change or new ones may be assigned at any time with or without notice.