Business Process Senior Associate managing transactions and analysis for the Insurance Operations team. Requires data/BPO experience and basic MS office proficiency in a flexible work environment.
About the role
- Senior Manager managing Salesforce and Finance systems at Quantum Health. Collaborating with IT and functional leaders to align technology with operational needs.
Responsibilities
- Develop strategy and positioning of the Salesforce platform for use by Sales, CEG, Marketing and Operations.
- Continual evaluation of business needs against platform functionality.
- Build and maintain strategy around Finance systems, working closely with functional leaders to ensure deployed technology meets user needs.
- Assist functional leaders in exploring new technology to support the growing business (i.e. Gen AI, Data Analytics and Finance Processing tools).
- Coordinate with the IT team to integrate Salesforce and Financial data with other IT managed platforms/data warehouses as required by the business’s initiatives.
- Ensure data security meets company standards and support SOC II and financial audits as needed.
- Manage ongoing system administration (maintaining user roles, security settings, profiles, work-flow rules and data integrity).
- Monitor and resolve issues/bug fixes.
- Oversee documentation and maintenance of internal controls for key data points and processes within the assigned systems.
- Create and maintain documentation on processes, policies, application configuration and training materials for users
- Develop and maintain relationship with vendor account representatives and related product representatives (i.e. Salesforce, Adaptive, Sage Intacct, IronClad , etc.)
- Lead and manage Salesforce and Finance administration staff in support of above functions.
Requirements
- 7-10 years of strong technical and functional experience with Salesforce
- Experience supporting Finance systems is preferred, but not required (see list of systems below)
- Subject Matter Expert (SME) on operations/processes/configuration of Salesforce
- Education: Bachelor’s or associate degree with preferred major in Business or Information Technology
- Licensure /Certification s : Salesforce SalesCloud and CPQ certifications required
- Exceptional critical thinking and analytical skills
- Excellent written and verbal communication skills
- Exceptional relationship management and intrapersonal communication skills
- Desire to develop, lead and manage team of internal Salesforce and Finance system administration staff
- Protect of our company and member’s data every day by committing to work within our company ethics and policies.
Benefits
- Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more.
- 401(k) plan with up to 4% employer match and full vesting on day one.
- Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more.
- Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development.
- A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more!
Job title
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