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Salesforce Administrator

Company: Shearwater Health
Location: Nashville
Posted on: January 16, 2022

Job Description:

Description: Based in Nashville, TN, Shearwater Health is a privately held company providing remote and onsite clinicians that expand the size and impact of clinical teams. We deliver Clinical Process Outsourcing services across four verticals: provider, payer, workers compensation/disability and pharma/life sciences. The Salesforce Administrator position is a key contributor to the sales and account management department. The role manages the Salesforce instance at Shearwater Health to ensure the visibility and accountability of its business development efforts.Primary Responsibilities:

  • Review Salesforce pipeline for needed updates and outreach to opportunity owners to verify accuracy.
  • Work with sales team to update sales force
  • Coordinates with members of the sales team regarding clients (future and current) and pulse on business trends.
  • Managing Salesforce roles, profiles, sharing rules, workflows, and groups.
  • Duplicate entry cleansing.
  • Documenting processes, including error reports and changes to field history tables.
  • Create Salesforce training curriculum and conduct trainings across Sales and Account Management teams.
  • Preparing reports for Sales and other departments.
  • Maintain latest version Sales Process Documents
  • Other duties as assigned.Salesforce Administrator Expectations:
    • Responsible for bi-annual updates to existing Sales Manual.
    • Responsible for any inbound inquiries from the Shearwater Health website.
    • Assist with the creation and assimilation of key performance indicators for quarterly board meeting.
    • (3) years of experience as a Salesforce Administrator in a similar environment.
    • Extensive experience in the administration and maintenance of Salesforce.
    • Knowledge of Salesforce products and their functionalities.
    • Proficiency in creating Salesforce profiles, allocating roles, and managing access.
    • Knowledge of importing sales data and generating Salesforce reports.
    • Ability to provide Salesforce training and end-user support.
    • Document and distribute critical pricing decisions for new business opportunities and provide lookback analysis to compare agreed upon underwriting compared to actuals.
    • Manage the ongoing measurements of sales targets and performance metrics.
    • Work closely with C-Suite to refine, optimize, and implement updates to the operating policies and procedures within the sales process with the goal of maximizing field sales performance, addressing deficiencies, and securing.
    • Track key metrics such as Pipeline Growth, Average Days in Stage, Probability to Win for each sales stage, etc. on a monthly, quarterly and annual basis.Candidate Qualifications BA/BS requiredStrong success as a contributor with the technology associated with a sales department Excellent Microsoft application skills, as well as deep proficiency in SalesforceExperience within health care not required but preferredAbility to generate Excel pivot tablesAbility to take ownership and initiative and bring a solutions-oriented approach.
      • Excellent written and verbal communication skills.
      • Thrives in a dynamic, high-growth environment.
      • Ability to solve problems creatively Employee Benefits:
        • A competitive compensation structure
        • Comprehensive health insurance
        • 401(k)
        • Paid holidays
        • Paid vacation and sick time
        • The opportunity to build your career in a rewarding and unforgettable way
          by Jobble

Keywords: Shearwater Health, Nashville , Salesforce Administrator, Other , Nashville, Tennessee

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