Senior Manager managing Salesforce and Finance systems at Quantum Health. Collaborating with IT and functional leaders to align technology with operational needs.
Responsibilities
Develop strategy and positioning of the Salesforce platform for use by Sales, CEG, Marketing and Operations.
Continual evaluation of business needs against platform functionality.
Build and maintain strategy around Finance systems, working closely with functional leaders to ensure deployed technology meets user needs.
Assist functional leaders in exploring new technology to support the growing business (i.e. Gen AI, Data Analytics and Finance Processing tools).
Coordinate with the IT team to integrate Salesforce and Financial data with other IT managed platforms/data warehouses as required by the business’s initiatives.
Ensure data security meets company standards and support SOC II and financial audits as needed.
Manage ongoing system administration (maintaining user roles, security settings, profiles, work-flow rules and data integrity).
Monitor and resolve issues/bug fixes.
Oversee documentation and maintenance of internal controls for key data points and processes within the assigned systems.
Create and maintain documentation on processes, policies, application configuration and training materials for users
Develop and maintain relationship with vendor account representatives and related product representatives (i.e. Salesforce, Adaptive, Sage Intacct, IronClad , etc.)
Lead and manage Salesforce and Finance administration staff in support of above functions.
Requirements
7-10 years of strong technical and functional experience with Salesforce
Experience supporting Finance systems is preferred, but not required (see list of systems below)
Subject Matter Expert (SME) on operations/processes/configuration of Salesforce
Education: Bachelor’s or associate degree with preferred major in Business or Information Technology
Licensure /Certification s : Salesforce SalesCloud and CPQ certifications required
Exceptional critical thinking and analytical skills
Excellent written and verbal communication skills
Exceptional relationship management and intrapersonal communication skills
Desire to develop, lead and manage team of internal Salesforce and Finance system administration staff
Protect of our company and member’s data every day by committing to work within our company ethics and policies.
Benefits
Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more.
401(k) plan with up to 4% employer match and full vesting on day one.
Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more.
Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development.
A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more!
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