Salesforce Administrator

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 20th 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:

• 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.

• 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.

• 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.

• Establish and maintain Salesforce data quality standards.
• Conduct routine audits to ensure completeness of data, consistency, and accuracy.
• Identify process gaps and r