Job Description

TITLE/POSITION: SALESFORCE BUSINESS ANALYST

DEPARTMENT OR BUSINESS UNIT: GROWTH OPERATIONS REPORTING STRUCTURE: ASSOCIATE DIRECTOR, GROWTH OPERATIONS

EMPLOYMENT TYPE: FTE

EXEMPTION STATUS: EXEMPT

MIN. EXPERIENCE: MID LEVEL

TRAVEL REQUIRED: NO

OVERVIEW OF THE ROLE:

THE SALESFORCE BUSINESS ANALYST SITS ON THE GROWTH TEAM AND PARTNERS CLOSELY WITH OUR PRODUCT ENGINEERING TEAM TO DEVELOP SALESFORCE-BASED SOLUTIONS IN AN EFFORT TO STREAMLINE WORKFLOW AND OPERATIONS.  IN ADDITION, THEY ARE RESPONSIBLE FOR MAINTAINING THE IMPORT AND UPKEEP OF DATA INTO SALESFORCE. 

THE SALESFORCE BUSINESS ANALYST IS A KEY PART OF THE GROWTH TEAM AT PRIVIA HEALTH. THIS IS A GREAT OPPORTUNITY FOR A SALESFORCE USER TO GET HANDS-ON EXPERIENCE WITH A COMPLEX SALESFORCE ORG, DEVELOP NEW SKILLS, AND LEARN FROM A RAPIDLY GROWING COMPANY!

PRIMARY JOB DUTIES: 

• PROJECT MANAGE THE GROWTH TEAM’S SALESFORCE INITIATIVES AND NEEDS WITH CLEAR HANDOFFS TO THE DEVELOPMENT TEAM

• REPRESENT THE GROWTH TEAM IN REQUESTED SALESFORCE PLANNING MEETINGS

• CREATE AND MAINTAIN REPORTS AND DASHBOARDS FOR GROWTH TEAM STAKEHOLDERS, INCLUDING REQUIREMENTS GATHERING

• OWN THE QUALITY OF LEAD DATA IN SALESFORCE INCLUDING FIELD UPDATES AND THE ACQUISITION OF NEW DATA FROM EXTERNAL DATA SETS

• COMPLETE END USER TRAINING/NEW HIRE ORIENTATION SESSIONS FOR THE GROWTH TEAM, PROMOTE ADOPTION ACROSS BUSINESS UNITS

• COLLABORATE WITH TEAMS TO PREPARE AND MAINTAIN SALESFORCE-RELATED DOCUMENTATION

• PERFORM OTHER DUTIES AS ASSIGNED

Qualifications

MINIMUM: 

• TWO YEARS RELEVANT EXPERIENCE

• EXPERIENCE SUPPORTING OR WORKING IN SALESFORCE SALES CLOUD

• ADVANCED EXCEL EXPERIENCE 

• PROJECT MANAGEMENT EXPERIENCE

• MUST COMPLY WITH HIPAA RULES AND REGULATIONS

DESIRED:

• EXPERIENCE UTILIZING DATA SETS OR WAREHOUSES

• EXPERIENCE WITH PARDOT/MARKETING AUTOMATION TOOLS  

• SALESFORCE TRAILHEAD MOUNTAINEER OR BETTER

• ON TRACK TO COMPLETE SALESFORCE ANALYST TRAILMIX

INTERPERSONAL SKILLS & ATTRIBUTES:

• COMFORTABLE WORKING INDEPENDENTLY AND WITH A DISTRIBUTED TEAM IN A FAST-PACED AND HIGH VOLUME ENVIRONMENT WITH EMPHASIS ON ACCURACY AND TIMELINESS

• LEARNING MINDSET

• SKILLED IN ESTABLISHING AND MAINTAINING EFFECTIVE WORKING RELATIONSHIPS

• ABILITY TO COMMUNICATE INFORMATION CLEARLY AND EFFECTIVELY

• EXCELLENT ANALYTICAL, INTERPERSONAL, AND COMMUNICATION SKILLS

• ABILITY TO INTERACT WITH EMPLOYEES AND VENDORS IN A PROFESSIONAL MANNER​​​​​​​

Additional Information

PHYSICAL DEMANDS:

• Ability to constantly remain in a stationary position

• Ability to constantly operate a computer and other office productivity machinery, such as computer and printer

• Ability to read and use close vision, including the ability to do so on a computer screen

• Ability to frequently communicate and exchange information

• Ability to frequently adjust focus

TECHNICAL REQUIREMENTS (FOR REMOTE WORKERS):

IN ORDER TO SUCCESSFULLY WORK REMOTELY, SUPPORTING OUR PATIENTS AND PROVIDERS, WE REQUIRE A MINIMUM OF 5 MBPS FOR DOWNLOAD SPEED AND 3 MBPS FOR THE UPLOAD SPEED. THIS SHOULD BE ACQUIRED PRIOR TO THE START OF YOUR EMPLOYMENT. THE BEST MEASURE OF YOUR INTERNET SPEED IS TO USE ONLINE SPEED TESTS LIKE HTTPS://WWW.SPEEDTEST.NET/. THIS GIVES YOU AN UPDATE AS TO HOW FAST DATA TRANSFER IS WITH YOUR INTERNET CONNECTION AND IF IT MEETS THE MINIMUM SPEED REQUIREMENTS. WORK WITH YOUR INTERNET PROVIDER IF YOU HAVE QUESTIONS ABOUT YOUR CONNECTION. EMPLOYEES WHO REGULARLY WORK FROM HOME OFFICES ARE ELIGIBLE FOR EXPENSE REIMBURSEMENT TO OFFSET THIS COST.

TECHNICAL REQUIREMENTS (FOR REMOTE WORKERS):

IN ORDER TO SUCCESSFULLY WORK REMOTELY, SUPPORTING OUR PATIENTS AND PROVIDERS, WE REQUIRE A MINIMUM OF 5 MBPS FOR DOWNLOAD SPEED AND 3 MBPS FOR THE UPLOAD SPEED. THIS SHOULD BE ACQUIRED PRIOR TO THE START OF YOUR EMPLOYMENT. THE BEST MEASURE OF YOUR INTERNET SPEED IS TO USE ONLINE SPEED TESTS LIKE HTTPS://WWW.SPEEDTEST.NET/. THIS GIVES YOU AN UPDATE AS TO HOW FAST DATA TRANSFER IS WITH YOUR INTERNET CONNECTION AND IF IT MEETS THE MINIMUM SPEED REQUIREMENTS. WORK WITH YOUR INTERNET PROVIDER IF YOU HAVE QUESTIONS ABOUT YOUR CONNECTION. EMPLOYEES WHO REGULARLY WORK FROM HOME OFFICES ARE ELIGIBLE FOR EXPENSE REIMBURSEMENT TO OFFSET THIS COST.