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Salesforce Analyst
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-06
Listing for:
Athari
Full Time
position Listed on 2026-08-06
Job specializations:
-
Business
CRM Systems & Management, Data Analyst
Job Description & How to Apply Below
Metro Plus Health is a New York City–based hospitals and healthcare firm dedicated to helping the people of New York City to get quality health care at little or no cost. As a Salesforce Analyst, you will play a critical role in supporting the Claims Department by ensuring the effective use of Salesforce for case management and operational reporting.
Key responsibilities include:
- Providing analysis and administrative support for the Salesforce case management tool within the Claims Department
- Triage new Salesforce cases and route or reroute them to appropriate staff or queues
- Coordinating Salesforce tool administration and managing case inventory under manager direction
- Monitoring case age and performing case updates within Salesforce to maintain data quality
- Tracking, trending, analyzing, and reporting on Salesforce case activity and operational metrics
- Supporting the preparation of case activity and production reports for management review
- Collaborating with the Salesforce IT team to develop and refine operational reports and dashboards
- Assisting with Salesforce training needs for department staff
- Making recommendations to improve the Salesforce application to increase efficiency and quality
- Performing other duties as assigned by management
- Bachelor’s degree
- Minimum 3 years of health plan experience using a CRM tool
- Experience with Salesforce case management and queue routing
- Experience triaging and prioritizing work in a high-volume case environment
- Proficiency creating and maintaining Salesforce reports and dashboards for operational metrics (such as trends and case aging)
- Experience performing Salesforce case updates and maintaining CRM data quality
- Proficiency with Microsoft Office
- Experience collaborating with IT and operations stakeholders to support or improve a CRM/case management tool
- Salesforce experience beyond core requirements
- Experience supporting healthcare claims operations or a Claims Department workflow
- Comprehensive Medical Plan Covering Medical, Dental, Vision
- Short Term and Long-Term Disability Coverage
- 401(k) Plan with Company match
- Life Insurance
- Vacation Time, Sick Leave, Paid Holidays
- Paid Paternity and Maternity Leave
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