Salesforce Administrator

The Villages, FL

Full Time

Multiple locations throughout The Villages

Experienced

ONSITE POSITION - Not Remote

About The Villages Health

The Villages Health is a patient-centered primary care driven, multi-specialty medical group with over 800 team members. Our unique care model gives us both the time and resources to truly care for our patients, along with a company culture that supports a healthy work-life balance for our team members. Our purpose, mission and vision is to empower Villagers and the surrounding communities to live out their dreams by keeping them healthy and healing them quickly. Together, we are changing the way healthcare is delivered and are making a positive difference in the lives of our patients and the communities we serve. In doing so, The Villages Health is creating America’s Healthiest Hometown.

Our Full-time Benefits
Medical, Dental & Vision Insurance | Matching HSA & 401k | PTO & Paid Holidays | The Villages Charter School Eligibility | & much more!

Hiring Event
Please bring your resume and join us:

Friday, March 20^th from 9:30 AM to 1:30 PM at The Villages Health Administrative Office (6503 Powell Road, The Villages, FL 32163) – RSVP’s are encouraged through Eventbrite at https://bit.ly/4q8TiI8

Responsibilities:

Salesforce Platform Management

Serve as the primary business administrator and functional owner of the Salesforce platform.
Support the ongoing development and optimization of Salesforce to align with business and sales processes.
Configure and maintain objects, fields, validation rules, workflows, flows, and dashboards.
Monitor system usage and workflows to ensure adherence to established sales processes.
Identify opportunities for automation and system enhancements to improve efficiency and reporting accuracy.
Facilitate vendor meetings and coordinate with third-party partners to ensure timely delivery of system improvements and enhancements.
Collaborate with IT on integration, system governance, and technical escalations.
Coordinate with Athena, Shared Services, IT and Compliance to ensure HIPPA privacy and security as required.
Note: User provisioning, licensing, roles, permissions, and security settings are managed by the IT department.

End-User Support & Enablement

Provide day-to-day support and troubleshooting for Salesforce users.
Support onboarding and ongoing training for team members to reinforce best practices and data standards
Develop and maintain user guides, reference materials, and training documentation.
Monitor user adoption and proactively address gaps in process compliance.
Serve as a trusted resource to the Sales team, promoting confidence in the platform and reinforcing accountability for accurate data entry.

Sales Performance Reporting & Insights

Develop and maintain dashboards and reports that provide visibility into pipeline activity, forecasting, revenue trends, and sales performance.
Analyze end-user data to identify opportunities for improvement, focus areas, and data cleanup needs.
Provide actionable insights and observations to the Director of Growth & Retention to support strategic decision-making.
Conduct market and industry research to support growth planning and competitive positioning.
Strengthening leadership confidence in Salesforce data through improved transparency, accuracy, and reporting clarity.
Support territory planning, quota tracking, and sales forecasting processes.

Data integrity & Process Optimization

Establish and maintain Salesforce data quality standards.
Conduct routine audits to ensure completeness of data, consistency, and accuracy.
Identify process gaps and recommend improvements that support operational efficiency.
Partner cross-functionally with Sales, Marketing, Finance, and Operations to align reporting and system usage.
Promote CRM data as a strategic business asset and reinforce accountability for data quality.

Education/Experience Requirements:

3+ years of Salesforce administration, CRM management support experience.
Salesforce Administrator Certification preferred or commitment to obtain certification within the first 90–120 days of employment.
Demonstrated experience building dashboards, reports, and performance tracking tools.
Strong analytical skills with the ability to translate data into clear, actionable business insights.
Experience supporting users within a CRM environment.
Advanced Microsoft Excel proficiency (pivot tables, data modeling, data analysis).
Experience coordinating with vendors or third-party technology partners preferred.
Strong communication skills with the ability to collaborate effectively with sales leadership and cross-functional teams.
High attention to detail and commitment to maintaining data integrity.

Knowledge/Skills:

Salesforce / CRM administration
Sales operations support
Data integrity and governance
Performance analytics and reporting
User enablement and training
Process improvement and automation
Cross-functional collaboration

Physical Demands:

While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle, or feel; reach with hands and arms; and talk or hear.
The employee frequently is required to walk and stand for extensive periods of time.
The employee is occasionally required to stand; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 25 pounds.
The employee must occasionally lift and/or move up to 50 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Salary is commensurate with experience.

Questions? Contact us at [email protected]

Note: A background screening will be required for candidates hired. For more information about the Background Screening Clearinghouse managed by the Agency for Health Care Administration (AHCA), go to https://info.flclearinghouse.com.

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SELF-ATTESTATION

I certify that I have read and understand the applicant instructions included with this application and that the answers given by me to the foregoing questions and statements made by me are complete and true to the best of my knowledge and belief.

I understand that any false information, omissions, or misrepresentations of facts called for in this application, whether on this document or not, may result in rejection of my application or discharge at any time during my employment.

I understand that The Villages Health is an equal opportunity employer and does not unlawfully discriminate in employment and this application form is intended for use in evaluating my qualifications for employment and that this application is not an offer of employment.

I further understand that if hired, my employment will be considered "at-will" and that my employment may be terminated for any reason, with or without cause or notice, at any time by me or the Company and that this application is not intended to constitute a contract of continued employment.

I hereby authorize The Villages Health to contact, obtain, and verify the accuracy contained in this application. I authorize all persons, educational institutions, corporations, companies, agencies, and references to supply any information concerning my background. This includes authorizing the release of information about non-judicial punishment that might have occurred in any branch of the military service. If an official background check of my credit and criminal history is needed, a separate Disclosure Statement and Authorization will be provided to me.

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