Salesforce Administrator and Data Analyst

Employment Type

: Full-Time


: Financial Services - Insurance

Job Description PearsonRavitz is looking to add a Salesforce Administrator and Data Analyst to our dynamic and growing team. We are happy to train you on the ins and outs of insurance and how we use our data to ensure our service level is top tier. What we expect in return is a willingness to dive in, a rapid learning curve, particular attention to detail, incredible communication skills, and a go-getter attitude. Responsibilities will include: Serving as primary Salesforce administrator Identifying improvements in Salesforce page layouts and permissions; implementing changes to page layouts and permissions that best serve each department and user role Building Salesforce reports and dashboards at the request of key stakeholders Troubleshooting issues with our custom PearsonRavitz Portal, whether independently or with our third-party consultant Working closely with each department to best understand their unique needs for systems support Consistently monitoring our database to ensure data is entered properly and consistently Working closely with necessary departments to identify and scrub bad data Proactively mining for root causes of bad data and implementing policy and procedure to fix the issues Entering all new policy data into Salesforce with accuracy and precision Serving as the main point of contact for in-house technology troubleshooting Implementing and maintaining HIPPA compliance and data security protocols with third party consulting group Completing a yearly HIPAA compliance audit Providing stakeholders with regular updates on progress and challenges with current technological initiatives Providing consistent and thorough updates to entire staff on technological changes Continually improving results by evaluating and adjusting your processes autonomously Experience with Salesforce and Skuid a strong plus Familiarity with G Suite a plus Preferred Skills: Experience with Salesforce Lightning Experience as an administrator of Salesforce Experience with Skuid is a strong plus Experience in data integrity Comfort with G Suite Work Culture We think you’ll be a fit if you: Have a strength and passion for mastering new technologies Are results-driven, are an ardent stickler for detail, and are always the most methodical person in the room Are a strong organizer and multitasker with the ability to reprioritize and switch gears on a dime Enjoy a high-growth, fast-paced environment Enjoy continuous change and improvement, and want to have a stake in helping to shape those improvements Are highly conscientious, like to see things done right, and aren’t one to let things slip through the cracks Are a strongly team-oriented and a diligent, thoughtful communicator Stephanie Pearson, MD, FACOG, brings the experience of a physician into the disability and life insurance market. Injured in the prime of her career, the Board Certified OB/GYN took an unexpected journey to becoming an advocate and advisor for physician insurance. Scott Ravitz, a longtime broker and insurance expert to the medical community, was a natural advisor and behind-the-scenes colleague for Stephanie. Today, the two have officially partnered to offer unique industry insights and expertise with incredible care. Together, Stephanie and Scott advise and advocate for physicians about the importance of protecting life’s most valuable financial assets. The partnership of PearsonRavitz wields the duo’s powerful combined skill set — and has made them sought-after experts on the basics and nuances of disability and life insurance for doctors. * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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