Salesforce CRM Associate

Summary

Join Sollis Health as a CRM Salesforce Associate and play a vital role in supporting administrative tasks, maintaining accurate member data, processing payments, and ensuring seamless member experiences. This full-time remote position, available in select states, requires a proactive learner with strong problem-solving skills and the ability to manage multiple tasks. You will assist with data entry, payment processing, and member onboarding, collaborating with various teams. The role involves providing training, participating in projects, and contributing to process improvements. A Bachelor's degree and 1-3 years of relevant experience are required, along with Salesforce CRM proficiency.

Requirements

• Bachelor's degree in Business Administration, Information Systems, Computer Science, or related field required
• 1-3 years of experience in customer database management or a related field
• Proficiency in Salesforce CRM is required
• Strong skills in Microsoft Excel and other office software applications
• A proactive, adaptable mindset with a willingness to learn and grow
• Exceptional organizational skills with the ability to handle multiple priorities and deadlines
• Strong analytical and problem-solving skills with a keen attention to detail
• Excellent communication and interpersonal skills, able to interact effectively with colleagues at all levels of the organization

Responsibilities

• Assist with data entry and ongoing maintenance to ensure the accuracy, completeness, and integrity of member information in Salesforce
• Process new member/patient information and payments in Salesforce, ensuring accurate and timely data entry
• Ensure member data is correctly transferred and updated between Salesforce and Athena, Sollis Health’s EHS, to support a smooth onboarding experience
• Assist the Member Services team with renewals, account updates, and payment processing
• Partner with the Corporate and Medical Partnerships teams to ensure members have successful onboarding and proper invoicing
• Provide training and support to team members, helping them understand Salesforce functionalities and best practices
• Participate in ad-hoc projects related to Salesforce implementation, upgrades, and enhancements, contributing ideas and support as needed to achieve project objectives
• Ensure operational best practices are followed and contribute to process improvements across the Membership team
• Support with special projects and additional duties as needed, promoting cross-functional collaboration
• Performs related duties as requested

Benefits

• Excellent benefits, including healthcare, dental, vision
• 401K with 3% match
• Unlimited PTO and Generous Sick Time
• 12 Observed holidays
• Free Sollis Health membership for you and your eligible family members
• Employee stock options offering
• Annual professional development allocations
• Modern, elegant, and high-end work environment