Associate Sales Operations Analyst - Highmark Health
Sacramento, CA
About the Job
Company :
United Concordia Dental
Job Description :
JOB SUMMARY
This job is responsible for a variety of facets of managing the customer Relationship Management (CRM) Tool and processes used by the Sales team. Ensures Sales Staff is set-up and trained in the use of the CRM tool, and drives usage and overall effectiveness of the tool. The incumbent is also responsible to represent the Sales organization on corporate projects (e.g. new products, services or processes) in addition to offering Sales and Marketing customer solutions support (e.g. stocking promotional items).
ESSENTIAL RESPONSIBILITIES
+ Ensure Sales staff receive required onboarding and training on the CRM system as well as ongoing user support. Maintain up-to-date knowledge of modifications to the CRM tool and new capabilities in order to educate Sales teams and drive a more tailored effective experience with the CRM tool for Sales management. Create and maintain CRM tool training materials. Conduct training sessions as needed on new capabilities or refreshers as needed.
+ Support strategic initiatives, small to large projects and ad-hoc enhancements to improve the CRM tool and processes. Support various partners within the Organization including, but not limited to Analytics, Marketing, Underwriting and Competitive Intelligence with relevant sales data, training and report creation within the CRM tool. Assist with Enterprise-wide change management, user-adoption and support of the Salesforce.com application as well as other Marketing and Sales enablement projects and initiatives.
+ Assist with analyses to determine historical trends, glean forward-looking insights and provide recommendations to achieve sales goals. Identify opportunities for enhancements and improvements to the CRM tool, designing and configuring options for our customers. Support work with HMHS (IT) on testing and deploying the changes to production. Collaborate with the COE (Center of Excellence) and Salesforce community of practice to drive best practices and future roadmap capabilities that involve critical and complex changes to the tool.
+ Participate in and/or lead, multi-faceted projects that ensure divisional compliance with regulatory or legal requirements as assigned by divisional leadership. The incumbent analyzes issues with regulatory or legal implications, assists in development of action plans to ensure compliance, organizes resources to achieve implementation; supports implementation and reports results. Coordinates with other departments, including information systems, regulatory affairs, or the law department. Complete research and analyze issues. Anticipate impacts and propose solutions to business issues. Perform analysis and design changes for process issues crossing functional areas to ensure accurate and timely project completion. Assist in managing resolution of sensitive issues. Overcomes internal barriers and continually reinforces strong client relationship.
+ Supports the oversight of the opportunity pipeline data for the commercial Sales team, working directly with senior management to improve and accelerate the sales process, drive best practices and increase user adoption. Collaborate with other Salesforce partners (marketing, product, underwriting, etc.) that support the sales processes within the CRM tool to share best practices. Develop reports and dashboards to support specified processes, goals and key business metrics. Research and stay up to speed on industry trends within the Salesforce/CRM tool space.
+ Provide analytical support in the development of various Sales Enablement projects and data analysis of a complex nature.
+ Maintain user access to the CRM tool ensuring roles and profiles are set-up and assigned correctly, as well as creating and assigning users to the correct public and chatter groups.
+ May influence Sales’ product portfolio, rating, and financial profitability; Enhance or maintain operational capabilities; and improve or maintain Sales’ working relationships with internal and external customers.
+ Other duties as assigned or requested.
EDUCATION
Required
+ High School/GED
Substitutions
+ None
Preferred
+ Bachelor's degree
EXPERIENCE
Required
+ 3 years in the Healthcare industry
+ 1 year working with CRM Tool
+ 1 year of Reporting
Preferred
+ 1 year in Training/development
+ 1 year using Salesforce
+ 1 year as a Sales Enablement Analyst or Internal Business System Analyst
LICENSES or CERTIFICATIONS
Required
+ Salesforce Admin Certification -- required within 6 months
Preferred
+ PA Life, Accident and Health License
SKILLS
+ Strong Understanding of Salesforce and/or like CRM application
+ Demonstrated ability to communicate effectively at all levels of the organization
+ Demonstrated ability to understand application data structures and develop reports/dashboards for both users and senior level leadership
+ Creative, analytical thinker with strong problem solving capabilities and project management skills
+ Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upward
Language (other than English)
None
Travel Requirement:
0% - 25%
PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS
Position Type
Office-based
Teaches / trains others regularly
Frequently
Travel regularly from the office to various work sites or from site-to-site
Occasionally
Works primarily out-of-the office selling products/services (sales employees)
Never
Physical work site required
Yes
Lifting: up to 10 pounds
Constantly
Lifting: 10 to 25 pounds
Occasionally
Lifting: 25 to 50 pounds
Rarely
_Disclaimer:_ _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._
_Compliance Requirement_ _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._
_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._
_Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._
Pay Range Minimum:
$50,200.00
Pay Range Maximum:
$90,300.00
_Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, age, religion, sex, national origin, sexual orientation/gender identity or any other category protected by applicable federal, state or local law. Highmark Health and its affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, age, religion, sex, national origin, sexual orientation/gender identity, protected veteran status or disability.
EEO is The Law
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled/Sexual Orientation/Gender Identity ( _https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf_ )
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact number below.
For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org
California Consumer Privacy Act Employees, Contractors, and Applicants Notice
Req ID: J253351
United Concordia Dental
Job Description :
JOB SUMMARY
This job is responsible for a variety of facets of managing the customer Relationship Management (CRM) Tool and processes used by the Sales team. Ensures Sales Staff is set-up and trained in the use of the CRM tool, and drives usage and overall effectiveness of the tool. The incumbent is also responsible to represent the Sales organization on corporate projects (e.g. new products, services or processes) in addition to offering Sales and Marketing customer solutions support (e.g. stocking promotional items).
ESSENTIAL RESPONSIBILITIES
+ Ensure Sales staff receive required onboarding and training on the CRM system as well as ongoing user support. Maintain up-to-date knowledge of modifications to the CRM tool and new capabilities in order to educate Sales teams and drive a more tailored effective experience with the CRM tool for Sales management. Create and maintain CRM tool training materials. Conduct training sessions as needed on new capabilities or refreshers as needed.
+ Support strategic initiatives, small to large projects and ad-hoc enhancements to improve the CRM tool and processes. Support various partners within the Organization including, but not limited to Analytics, Marketing, Underwriting and Competitive Intelligence with relevant sales data, training and report creation within the CRM tool. Assist with Enterprise-wide change management, user-adoption and support of the Salesforce.com application as well as other Marketing and Sales enablement projects and initiatives.
+ Assist with analyses to determine historical trends, glean forward-looking insights and provide recommendations to achieve sales goals. Identify opportunities for enhancements and improvements to the CRM tool, designing and configuring options for our customers. Support work with HMHS (IT) on testing and deploying the changes to production. Collaborate with the COE (Center of Excellence) and Salesforce community of practice to drive best practices and future roadmap capabilities that involve critical and complex changes to the tool.
+ Participate in and/or lead, multi-faceted projects that ensure divisional compliance with regulatory or legal requirements as assigned by divisional leadership. The incumbent analyzes issues with regulatory or legal implications, assists in development of action plans to ensure compliance, organizes resources to achieve implementation; supports implementation and reports results. Coordinates with other departments, including information systems, regulatory affairs, or the law department. Complete research and analyze issues. Anticipate impacts and propose solutions to business issues. Perform analysis and design changes for process issues crossing functional areas to ensure accurate and timely project completion. Assist in managing resolution of sensitive issues. Overcomes internal barriers and continually reinforces strong client relationship.
+ Supports the oversight of the opportunity pipeline data for the commercial Sales team, working directly with senior management to improve and accelerate the sales process, drive best practices and increase user adoption. Collaborate with other Salesforce partners (marketing, product, underwriting, etc.) that support the sales processes within the CRM tool to share best practices. Develop reports and dashboards to support specified processes, goals and key business metrics. Research and stay up to speed on industry trends within the Salesforce/CRM tool space.
+ Provide analytical support in the development of various Sales Enablement projects and data analysis of a complex nature.
+ Maintain user access to the CRM tool ensuring roles and profiles are set-up and assigned correctly, as well as creating and assigning users to the correct public and chatter groups.
+ May influence Sales’ product portfolio, rating, and financial profitability; Enhance or maintain operational capabilities; and improve or maintain Sales’ working relationships with internal and external customers.
+ Other duties as assigned or requested.
EDUCATION
Required
+ High School/GED
Substitutions
+ None
Preferred
+ Bachelor's degree
EXPERIENCE
Required
+ 3 years in the Healthcare industry
+ 1 year working with CRM Tool
+ 1 year of Reporting
Preferred
+ 1 year in Training/development
+ 1 year using Salesforce
+ 1 year as a Sales Enablement Analyst or Internal Business System Analyst
LICENSES or CERTIFICATIONS
Required
+ Salesforce Admin Certification -- required within 6 months
Preferred
+ PA Life, Accident and Health License
SKILLS
+ Strong Understanding of Salesforce and/or like CRM application
+ Demonstrated ability to communicate effectively at all levels of the organization
+ Demonstrated ability to understand application data structures and develop reports/dashboards for both users and senior level leadership
+ Creative, analytical thinker with strong problem solving capabilities and project management skills
+ Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upward
Language (other than English)
None
Travel Requirement:
0% - 25%
PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS
Position Type
Office-based
Teaches / trains others regularly
Frequently
Travel regularly from the office to various work sites or from site-to-site
Occasionally
Works primarily out-of-the office selling products/services (sales employees)
Never
Physical work site required
Yes
Lifting: up to 10 pounds
Constantly
Lifting: 10 to 25 pounds
Occasionally
Lifting: 25 to 50 pounds
Rarely
_Disclaimer:_ _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._
_Compliance Requirement_ _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._
_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._
_Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._
Pay Range Minimum:
$50,200.00
Pay Range Maximum:
$90,300.00
_Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, age, religion, sex, national origin, sexual orientation/gender identity or any other category protected by applicable federal, state or local law. Highmark Health and its affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, age, religion, sex, national origin, sexual orientation/gender identity, protected veteran status or disability.
EEO is The Law
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled/Sexual Orientation/Gender Identity ( _https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf_ )
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact number below.
For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org
California Consumer Privacy Act Employees, Contractors, and Applicants Notice
Req ID: J253351
Source : Highmark Health
