Process & Technology Specialist

This is a fully remote position, open to applicants in Utah.

📋 Description

• Oversee daily CRM administration within Salesforce, focusing on user access, maintenance of fields and workflows, and ensuring data integrity.

• Develop and sustain KPI dashboards and inspection tools, which include dashboards for margin and productivity aimed at frontline staff.

• Recognize opportunities and establish process automations throughout the sales technology landscape, incorporating pipeline stage triggers, alerts, and transitions.

• Provide direct support for the implementation of new platforms, such as the transition from FOX to Lightning, the new CST tool, and ongoing PST feature updates.

• Spearhead the practical execution of AI tool integration, which includes conducting training sessions, creating use-case documentation, tracking usage, and identifying gaps for leadership attention.

• Act as the primary point of contact for coordination with CHG product and engineering teams during rollouts and participate in user acceptance testing (UAT).

• Elevate strategic decisions to leadership as necessary.

• Maintain comprehensive process documentation and standard operating procedures for the systems administered.

• Report directly to the Director of Business Operations.

• Assist CompHealth's sales divisions in enhancing business processes, tools, and inter-team workflows.

⛳️ Requirements

• Proficient understanding of CRM administration (Salesforce or a comparable platform), including user management, workflows, and data hygiene protocols.

• Capable of creating and managing dashboards and reports independently without needing extensive technical or business intelligence support.

• Practical experience or a keen interest in AI tools and their use in process automation and training initiatives.

• Experience with Claude is an advantage.

• Process-oriented and organized, with the ability to juggle multiple automation and rollout projects simultaneously.

• Effective communicator skilled in supporting and training sales personnel through technological and procedural transitions.

• A minimum of 3 years’ experience in sales or business operations, CRM administration, or a similar technical support role.

• Bachelor's degree in business, information systems, or a related discipline, or equivalent experience.

• Preference for candidates with Salesforce Administrator certification or comparable practical Salesforce configuration experience.

• Strong preference for hands-on experience with Claude or a similar AI platform for workflow automation.

🏝️ Benefits

• 401(k) retirement plan with company matching contributions.

• Comprehensive healthcare benefits including medical and dental coverage.

• Onsite health facilities.

• Corporate wellness initiatives.

• Complimentary behavioral health appointments.

• Flexible work schedules, including options for remote work.

• Recognition programs that offer rewards such as trips, cash, and paid time off.

• Paid parental leave policies.

• Fertility assistance programs.

• Adoption support services.

• Marriage counseling resources.

• Customized training resources, including access to free LinkedIn Learning courses.

• Volunteer time off opportunities.

• Employee-driven matching grants.

• Tuition reimbursement initiatives.

• Short-term incentive plans that include various bonus options for non-sales positions, compensated monthly, quarterly, or annually.