Responsibilities

• Monitor and analyze marketing, business development, referral, and sales performance data
• Maintain and monitor Salesforce data to ensure information is accurate, complete, consistent, and current
• Develop and maintain Salesforce reports and dashboards for leadership and business development teams
• Track referral volume, referral sources, admissions, conversion rates, sales activity, account performance, and territory performance
• Analyze referral trends to identify increases, decreases, patterns, and potential opportunities for growth
• Evaluate referral-source performance to determine which accounts are generating referrals and admissions
• Compare business development activity, including account visits and outreach efforts, against actual referral and admission results
• Identify referral sources receiving significant outreach with limited return and provide data-driven recommendations for follow-up or strategy adjustments
• Identify high-performing, declining, inactive, and emerging referral sources
• Monitor lead and referral progression through the sales and admission pipeline

Requirements

• Bachelor’s degree in Marketing, Business Administration, Data Analytics, Healthcare Administration, Finance, or a related field preferred
• 2–4 years of experience in Marketing Operations, Sales Operations, Business Analytics, Revenue Operations, Data Analytics, or a related role preferred
• Hands-on Salesforce experience required
• Experience developing and maintaining Salesforce reports and dashboards
• Strong Microsoft Excel skills, including experience organizing, analyzing, and presenting data
• Experience analyzing sales, marketing, referral, pipeline, or operational performance data
• Strong analytical skills with the ability to identify trends, patterns, inconsistencies, and opportunities within data
• Ability to translate complex data into clear, actionable recommendations for leadership
• Strong attention to detail and commitment to maintaining accurate and reliable data
• Experience with data visualization and reporting tools preferred

Preferred

• Experience with data visualization and reporting tools preferred
• Salesforce Administrator or related certification is a plus
• Healthcare, home health, hospice, or healthcare services experience is a plus