Salesforce Administrator - Shearwater Health

Salesforce Administrator

Type of Employment: Full Time

Location: Nashville, TN

Reports To: Chief Revenue Officer

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.
    • Ensuring optimal performance of Salesforce systems and products.
    • Upgrading and configuring Salesforce systems for optimized integration.
    • Managing Salesforce roles, profiles, sharing rules, workflows, and groups.
    • Performing database maintenance tasks, including diagnostic tests and 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.
    • Other duties as assigned.

Salesforce Administrator Expectations:

    • Salesforce Certified Administrator or Salesforce Certified Advanced Administrator.
    • 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.
    • In-depth 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 required
    • Strong success as a contributor with the technology associated with a sales department
    • Excellent Microsoft application skills, as well as deep proficiency in Salesforce
    • Experience within health care not required but preferred
    • Ability to generate Excel pivot tables
    • Ability to take ownership and initiative and bring a solutions-oriented approach.
    • Excellent written and verbal communication skills.
    • Thrives in a dynamic, high-growth environment. Must be creative and have a sense of humor

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