Salesforce Architect
DatavantAbout the role
Datavant is a data platform company and the world’s leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format.
Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world’s leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you’re stepping onto a high-performing, values-driven team. Together, we’re rising to the challenge of tackling some of healthcare’s most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
Datavant is seeking a Salesforce Architect to manage both platforms and facilitate seamless data synchronization and workflow automation between these two systems, leading to improved sales and marketing alignment, a shared view of the customer journey, data accuracy, and overall operational efficiency. This position will ensure both platforms meet the needs of the organization by managing users, data, security, reporting, and processes, while also training users and collaborating with stakeholders.
Datavant’s Provider Commercial organization utilizes a "pod" type working environment. This means that customer "realms" (individual Salesforce instances for a customer) are grouped together within a geographically-defined area or "pod". Our accounts are located within a specific geographical region. Our team structure contains a pod environment with three (3) regions. Datavant’s Salesforce System Administrator will work to connect, align, and support our pods with named accounts.
As a Salesforce System Architect, you will be responsible for user management, data maintenance, security configuration, and training users on using Salesforce effectively. Salesforce Admin to work closely with stakeholders to understand requirements and implement solutions that optimize the platform's usage. Customizing objects, fields, page layouts, workflows, and other settings will be necessary to meet the business needs. Create a platform roadmap and define priorities, liaising with stakeholders.
You Will Be Responsible For:
Platform Management
- Configure, implement, and optimize Salesforce CRM systems.
- Manage user accounts, roles, and permissions.
- Ensure data integrity through data import management, auditing, cleanup, and deduplication.
- Monitor system performance and identify areas for improvement.
- Manage and secure unique account identifiers and account hierarchy.
MFA and Security Checks
- Auditing our multi-factor authentication (MFA) and security policies every quarter to:
- Ensure all users comply with MFA requirements.
- Confirm new hires are properly configured with MFA settings.
- Check for unauthorized security exceptions.
Workflow and Automation
- Design, implement, and optimize automated workflows and processes.
- Manage and maintain tech stack integrations between Salesforce and third-party vendors, i.e. HubSpot, Definitive Healthcare, document management systems, and other systems.
- Ensure seamless data flow and accurate reporting across platforms.
- Proactively identify new opportunities to support additional business processes or functions including automating whenever possible to reduce manual / labor-intensive tasks.
Data Management and Reporting
- Partner with the RevOps team and internal business stakeholders to create Salesforce reports and dashboards.
- Build forecasting functionality, optimize existing reports and dashboards, and create new reporting tools and operating analytics, as needed to share insights with the Leadership for repeatable, scalable, and predictable sales processes.
- Develop and maintain reports, dashboards, and other analytics tools.
- Analyze data to identify trends and insights.
- Support data-driven decision-making.
User Support, Training & Adoption
- Provide technical support and training to end-users.
- Troubleshoot issues and resolve problems.
- Develop and maintain documentation and training materials to help users effectively utilize Salesforce.
- Monitor user adoption and engagement.
- Encourage Salesforce users to actively engage and use the Salesforce mobile app.
Collaboration and Communication
- Collaborate with cross-functional teams (e.g., sales, marketing, legal, account management, finance, operations,
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