Salesforce Analyst

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    "type": "Full-time",
    "title": "Salesforce Analyst",
    "posted": "2026-06-04",
    "company": "Athari",
    "applyUrl": "https://apply.workable.com/athari/j/5F819D168E/apply",
    "location": "New York, United States",
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    "descriptionText": "Description\n\nMetroPlusHealth 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.\n\nKey responsibilities include:\n\n Providing analysis and administrative support for the Salesforce case management tool within the Claims Department\n Triage new Salesforce cases and route or reroute them to appropriate staff or queues\n Coordinating Salesforce tool administration and managing case inventory under manager direction\n Monitoring case age and performing case updates within Salesforce to maintain data quality\n Tracking, trending, analyzing, and reporting on Salesforce case activity and operational metrics\n Supporting the preparation of case activity and production reports for management review\n Collaborating with the Salesforce IT team to develop and refine operational reports and dashboards\n Assisting with Salesforce training needs for department staff\n Making recommendations to improve the Salesforce application to increase efficiency and quality\n Performing other duties as assigned by management\n\n Requirements\n\n Required Qualifications:\n\n Bachelor’s degree\n Minimum 3 years of health plan experience using a CRM tool\n Experience with Salesforce case management and queue routing\n Experience triaging and prioritizing work in a high volume case environment\n Proficiency creating and maintaining Salesforce reports and dashboards for operational metrics (such as trends and case aging)\n Experience performing Salesforce case updates and maintaining CRM data quality\n Proficiency with Microsoft Office\n Experience collaborating with IT and operations stakeholders to support or improve a CRM/case management tool\n\n Preferred Qualifications:\n\n Salesforce experience beyond core requirements\n Experience supporting healthcare claims operations or a Claims Department workflow\n\n Benefits\n\n Comprehensive Medical Plan Covering Medical, Dental, Vision\n Short Term and Long Term Disability Coverage\n 401(k) Plan with Company match\n Life Insurance\n Vacation Time, Sick Leave, Paid Holidays\n Paid Paternity and Maternity Leave"
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