The Role
Provide autonomous CRM operations and Power BI reporting support for a contracting executive: maintain Salesforce data hygiene, pull and QA reports, organize multi-state contracts, track key terms, produce market analysis and executive PowerPoint decks, document SOPs, and recommend process improvements.
Summary Generated by Built In
About the Client
Our client is a national healthcare services organization specializing in specialty infusion and patient-centered care delivered across home and ambulatory settings. Their multidisciplinary teams collaborate to coordinate pharmacy, nursing, and benefits support across multiple U.S. states. They are mission-driven to improve patient outcomes with compassionate, accountable care while scaling partnerships and contracts nationwide.
Why does this role exist?
The client’s contracting/business development executive is stretched thin across multi-state initiatives, including Salesforce CRM hygiene, Power BI reporting, market analysis, SOP documentation, and multi-state contract organization. This role exists to independently run the backend operations—keeping CRM and reporting current, structuring complex payer/contract data, and preparing executive-ready deliverables—so the executive can focus on high-value, revenue-generating work. With active revamps underway across partner organizations, the assistant will provide reliable, proactive support to keep operations moving smoothly.
The Impact you’ll make
Salesforce CRM management and sales operations
- Update contacts, accounts, and opportunities; maintain data hygiene and completeness
- Track pipeline stages, notes, and activities; ensure timely follow-ups and accurate metadata
- Create and maintain basic CRM views/reports; document processes and data definitions
Power BI reporting and analytics
- Pull recurring and ad-hoc reports; refresh datasets and validate numbers against source data
- Create or refine views for presentations; support market comparisons and payer analytics
- QA dashboards for accuracy, filters, and refresh schedules; flag outliers and trends
Contract organization and compliance support
- Organize and index multi-state contracts; standardize naming and folder structures
- Compare Power BI/CRM data to contract folders to ensure alignment and completeness
- Track key contract terms, effective/renewal dates, and requirements; surface upcoming actions
Market analysis and executive presentations
- Compile market research, payer comparisons, and competitor snapshots
- Build executive-level PowerPoint decks with clear narratives and visuals
- Draft and maintain SOPs/process docs that support scale and continuity
Administrative and revamp support
- Provide general administrative support, documentation, and scheduling of deliverables
- Partner with the executive during organizational revamps to capture requirements and updates
- Identify process gaps; recommend small automations or templates to streamline work
Skills, Knowledge and Expertise
Required:
- Proven hands-on Power BI experience (report pulling, basic DAX/Power Query, dashboard refresh/QA)
- CRM operations experience; Salesforce strongly preferred or demonstrable ability to learn quickly
- Advanced Excel/Google Sheets (lookups, pivots, data cleanup) and strong data hygiene discipline
- Prior experience as an executive assistant or operations assistant working autonomously and handling confidential documents
Your superpowers are...
- Technical: Power BI, Salesforce (or similar CRM), Excel/Google Sheets, Google Workspace, Microsoft Office, executive-level PowerPoint, basic data QA; familiarity with AI tools (e.g., Claude) for research/drafting
- Operational: Meticulous organizer who maintains clear folder structures, naming conventions, and SOPs across multi-state work
- Analytical: Comfortable reconciling datasets, spotting inconsistencies, and summarizing insights for decisions
- Communication: Clear, concise writer; proactive status updates; strong stakeholder coordination
- Personal traits: Proactive, critical thinker, problem solver, dependable, and able to execute with minimal supervision
WFH Set-Up:
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS
- Headset with an extended mic that has noise cancellation and a webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
You should apply if...
- You thrive in a healthcare context and enjoy bringing order to complex contract and payer data
- You can independently run recurring reporting/CRM cadences and anticipate what’s needed next
- You’re energized by turning scattered inputs into clear dashboards, SOPs, and executive-ready slides
- You value compassion, accountability, and teamwork, and you’re comfortable partnering closely with a busy executive
What to expect...
Work Setup:
- Remote position
- Must have a reliable internet connection and a quiet workspace
- Required to provide own computer with Intel Core i5 or something similar or higher operating system
Working Hours:
- 40 hours per week
- Monday–Friday, 9:00 am–5:00 pm Central Standard Time
Compensation:
- $7 per hour
- No benefits package included
Benefits
About
Magic has connected top remote talent with fast-growing businesses for over 10 years.Founded in San Francisco in 2015, we now have thousands of remote workers around the world. Magic is backed by Sequoia Capital and Y Combinator.
Skills Required
- Proven hands-on Power BI experience (report pulling, basic DAX/Power Query, dashboard refresh/QA)
- CRM operations experience
- Salesforce experience
- Advanced Excel/Google Sheets skills (lookups, pivots, data cleanup) and strong data hygiene
- Prior experience as an executive assistant or operations assistant handling confidential documents and working autonomously
- Experience building executive-level PowerPoint decks and clear visuals
- Familiarity with Google Workspace and Microsoft Office
- Basic data QA and ability to reconcile datasets and spot inconsistencies
- Familiarity with AI research/drafting tools (e.g., Claude)
- WFH setup: computer (Intel i5/Ryzen 5 or higher), internet >=40 Mbps, headset with mic, webcam, backup computer/internet, quiet dedicated workspace
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The Company
What We Do
Magic is a frictionless way to plug in thoroughly vetted, cost-effective remote workers, to help scale your key business functions. Through a combination of automation and active work, we tap into our network of vetted remote workers who handle tasks from virtual assistance and customer service to sales lead generation and scheduling across various team members—like magic.
