Responsibilities

• Serve as the primary Salesforce administrator for sales activity, partnering with the Salesforce development team to optimize system configuration, user access, data integrity, and ongoing optimization of the CRM platform
• Own end-to-end pipeline management, ensuring accurate and timely updates to opportunity stages, probability weightings, and projected close dates
• Develop and maintain custom reports, dashboards, and analytics within Salesforce to provide real-time visibility into sales performance and pipeline health
• Lead weekly pipeline review meetings, preparing comprehensive materials and facilitating data-driven discussions with the sales team and leadership
• Create and distribute weekly, monthly, and quarterly pipeline reports for the Executive Team
• Coordinate logistics for monthly and quarterly board meetings including scheduling, venue arrangements, and technology setup
• Lead the development, compilation, and quality assurance of board meeting materials, including slide decks, financial summaries, pipeline reports, and strategic updates
• Prepare executive-level pipeline summaries and strategic analyses for board presentations, translating complex sales data into clear, compelling narratives
• Assist in the yearly annual planning process, supporting leadership in establishing organizational objectives, departmental targets, and individual performance goals
• Maintain comprehensive goal tracking systems and produce regular progress reports, identifying variances from plan and escalating risks to leadership

Requirements

• Bachelor’s degree required in Business Administration, Marketing, Healthcare Administration, Finance, or a related field
• One to three years of experience in the healthcare industry, or equivalent experience in investment banking or management consulting
• Exemplary Microsoft PowerPoint skills with demonstrated ability to create polished, executive-ready presentations under tight deadlines
• Exemplary Microsoft Excel skills including proficiency in advanced functions, pivot tables, data analysis, and financial modeling
• Demonstrated proficiency with Salesforce CRM including administration, reporting, and dashboard development; Salesforce Administrator certification valued
• Exceptional written and verbal communication skills with the ability to present complex information to executive audiences
• Experience supporting Board of Directors or C-suite executives preferred; background in health plan, managed care, or medical transportation industries desirable
• Experience with data visualization tools such as Tableau, Power BI, or similar platforms preferred
• Highly organized and detail-oriented with proven ability to manage multiple projects simultaneously in a fast-paced, deadline-driven environment
• High degree of professionalism, discretion, and confidentiality when handling sensitive business information

Preferred

• Salesforce Administrator certification valued
• Experience with data visualization tools such as Tableau, Power BI, or similar platforms preferred