# Salesforce Analyst

> Athari · New York, United States · Full-time · Posted 2026-06-04

**Workplace:** on_site

## Description

MetroPlusHealth is a New York City–based hospitals and healthcare firm dedicated to helping the people of New York City to get quality health care at little or no cost. As a Salesforce Analyst, you will play a critical role in supporting the Claims Department by ensuring the effective use of Salesforce for case management and operational reporting.

Key responsibilities include:

-   Providing analysis and administrative support for the Salesforce case management tool within the Claims Department
-   Triage new Salesforce cases and route or reroute them to appropriate staff or queues
-   Coordinating Salesforce tool administration and managing case inventory under manager direction
-   Monitoring case age and performing case updates within Salesforce to maintain data quality
-   Tracking, trending, analyzing, and reporting on Salesforce case activity and operational metrics
-   Supporting the preparation of case activity and production reports for management review
-   Collaborating with the Salesforce IT team to develop and refine operational reports and dashboards
-   Assisting with Salesforce training needs for department staff
-   Making recommendations to improve the Salesforce application to increase efficiency and quality
-   Performing other duties as assigned by management

## Requirements

### Required Qualifications:

-   Bachelor’s degree
-   Minimum 3 years of health plan experience using a CRM tool
-   Experience with Salesforce case management and queue routing
-   Experience triaging and prioritizing work in a high-volume case environment
-   Proficiency creating and maintaining Salesforce reports and dashboards for operational metrics (such as trends and case aging)
-   Experience performing Salesforce case updates and maintaining CRM data quality
-   Proficiency with Microsoft Office
-   Experience collaborating with IT and operations stakeholders to support or improve a CRM/case management tool

### Preferred Qualifications:

-   Salesforce experience beyond core requirements
-   Experience supporting healthcare claims operations or a Claims Department workflow

## Benefits

-   Comprehensive Medical Plan Covering Medical, Dental, Vision
-   Short Term and Long-Term Disability Coverage
-   401(k) Plan with Company match
-   Life Insurance
-   Vacation Time, Sick Leave, Paid Holidays
-   Paid Paternity and Maternity Leave

## Apply

[Apply at Athari](https://apply.workable.com/athari/j/5F819D168E/apply)

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