WithMe CRM and Portal Data Lead

Responsibilities

• Bring CRM and Portal data needs or requests to life from intake through completion , coordinating requests, defects, enhancements, and releases with clear owners, actions, timelines, and acceptance criteria.
• Turn approved direction into actionable solutions by clarifying business and patient-service needs, bringing together analysis and design inputs, and building a shared understanding of expected data outcomes with delivery teams.
• Drive Consistency in data management by ensuring that requested changes or updates to the data are appropriately aligned with the data model and existing functionality
• Connect teams and keep data delivery moving by coordinating day-to-day data requirements updates and execution in Salesforce Life Sciences Cloud with product, CRM, Portal, data, architecture, engineering, testing, operations, and vendor teams.
• Make a difference across the end-to-end patient journey and Patient Service Program operations by resolving data issues and delivering approved changes that support enrollment, access, affordability, case management, fulfillment, adherence, engagement, reporting, and downstream use.
• Help enable responsible, well-prepared downstream data use by evaluating requests for completeness and readiness, documenting purpose, requested data, recipients, access, consent, and handling needs, and coordinating required Privacy, HIPAA, Legal, Compliance, and Security review before implementation.
• Triage issues, assess risks and dependencies, and investigate root causes with colleagues, track actions, identify concerns promptly, and confirm resolution.
• Create and maintain documentation that helps teams deliver and operate effectively , including requirements, process flows, data decisions, action logs, risks, dependencies, approvals, test evidence, release readiness, and support materials.
• Build a strong partnership with portfolio data strategy leadership , aligning recommendations with platform strategy, roadmap direction, funding priorities, and policy requirements within established scope and decision boundaries. Provide concise status updates and advance strategic choices, scope questions, material risks, competing priorities, and matters requiring approval early.
• Help changes translate into lasting results by validating implementation, communication, adoption, and ongoing operation of approved changes.

Requirements

• Bachelor’s degree in data management, information systems, business, healthcare administration, life sciences, or a related field, or equivalent relevant experience.
• 6-8 years of experience in healthcare data, including PHI, CRM, patient services, commercial, clinical, or related life sciences data domains.
• Demonstrated expertise with Salesforce and working knowledge of Salesforce Life Sciences Cloud, understanding of patient-focused data models, relationships, workflows, platform capabilities, and the data implications of product and release decisions.
• Demonstrable understanding of the end-to-end patient journey and experience with Patient Service Program data captured through CRM and Portal interactions and used by operations, reporting, analytics, and downstream platforms.
• Working knowledge of HIPAA and healthcare privacy principles, with experience evaluating downstream patient-data requests and applying privacy, consent, access, security, permitted-purpose, and minimum-necessary-use requirements to data-sharing and platform decisions.
• Demonstrable experience collaborating across teams in a matrixed organization, building alignment and influencing business and technical team members beyond direct reporting relationships.
• Ability to translate complex business, patient-services, operational, and technical needs into clear data implications, options, tradeoffs, recommendations, and sequenced actions.
• Strong stakeholder-management, facilitation, written communication, and executive-ready presentation skills.

Preferred

• Experience in a pharmaceutical, hub-services, patient support, or patient engagement environment.
• Experience with Salesforce-based CRM transformation, Portal capabilities, platform stabilization, post-launch releases, or supporting ongoing product operating models.
• Experience managing CRM or data work through demand intake, requirements, analysis, delivery coordination, testing, release readiness, issue resolution, and post-launch support, including facilitating decision-making forums and maintaining action and risk logs.
• Familiarity with patient identity, master data, data quality, consent, data lineage, reporting, analytics, integration patterns, and external-partner data flows.
• Experience partnering with product owners, architects, data modelers, integration and application development teams, privacy and compliance partners, operations teams, and third-party vendors.

Benefits

• Subject to the terms of their respective plans, employees are eligible to participate in the Company’s consolidated retirement plan (pension) and savings plan (401(k)).
• Subject to the terms of their respective policies and date of hire, employees are eligible for the following time off benefits:
• • Vacation –120 hours per calendar year
• • Sick time - 40 hours per calendar year; for employees who reside in the State of Colorado –48 hours per calendar year; for employees who reside in the State of Washington –56 hours per calendar year
• • Holiday pay, including Floating Holidays –13 days per calendar year
• • Work, Personal and Family Time - up to 40 hours per calendar year
• • Parental Leave – 480 hours within one year of the birth/adoption/foster care of a child
• • Bereavement Leave – 240 hours for an immediate family member: 40 hours for an extended family member per calendar year
• • Caregiver Leave – 80 hours in a 52-week rolling period10 days
• • Volunteer Leave – 32 hours per calendar year