Salesforce Administrator – Patient Hub CRM Layer

Purpose

This role will administer and evolve the CRM systems that support the Patient Hub’s front-line services. You will manage user permissions, workflows, automations, and dashboards that underpin case management, service delivery, and patient interaction history. You will be central to ensuring that consented patient data is managed properly, support journeys are trackable, and CRM tools remain compliant and user-friendly.

Key Responsibilities

- Configure Salesforce (or Veeva) instances to match Patient Hub workflow requirements—e.g., enrolments, case tracking, and engagement logs.

- Build flows and automations that route cases to service agents, escalate complex interactions, or trigger support notifications.

- Maintain role-based access aligned to user types, compliance rules, and system governance policies.

- Collaborate with operations and compliance teams to ensure all system updates follow audit-ready practices.

- Build and maintain dashboards for patient volumes, response SLAs, and engagement metrics.

- Monitor data quality, run scheduled validations, and support data hygiene protocols (e.g. duplicate handling, required field checks).

- Support integrations with marketing tools, portals, or data lakes where appropriate.

Required Experience

- 3+ years experience administering Salesforce or Veeva in a healthcare, pharma, or support service context.

- Experience implementing service flows, validation rules, case structures, and dashboards.

- Working knowledge of healthcare data handling practices, including opt-ins, PII masking, and consent rules.

- ADM201 or similar certifications required; experience with DevOps tools (e.g. Copado) is a plus.

About Inizio Engage 

Inizio Engage is a strategic, commercial, and creative engagement partner that specializes in healthcare. Our passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people and providers to improve treatment outcomes. Our mission is to partner with our clients, improving lives by helping healthcare professionals and patients get the medicines, knowledge and support they need.  

To learn more about Inizio Engage, visit us at:  https://inizio.health/  

We believe in our values: We empower everyone/We rise to the challenge/We work as one/We ask what if/We do the right thing, and we will ask you how your personal values align to them.    

Inizio Engage is proud to be an equal opportunity employer. Individuals seeking employment at Inizio are considered without regards to age, ancestry, color, gender, gender identity or expression, genetic information, marital status, medical condition (including pregnancy, childbirth, or related medical conditions), mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws.  Further, pursuant to applicable local ordinances, Inizio will consider for employment qualified applicants with arrest and conviction records.    

Inizio Engage is an equal opportunity employer M/F/V/D. We appreciate your interest in our company, however, only qualified candidates will be considered