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:
Salesforce Platform Management- 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 recommend improvements that support operational efficiency.
- Partner cross-functionally with Sales, Marketing, Finance, and Operations to align reporting and system usage.
- Promote CRM data as a strategic business asset and reinforce accountability for data quality.
Education/Experience Requirements:
- 3+ years of Salesforce administration, CRM management support experience.
- Salesforce Administrator Certification preferred or commitment to obtain certification within the first 90–120 days of employment.
- Demonstrated experience building dashboards, reports, and performance tracking tools.
- Strong analytical skills with the ability to translate data into clear, actionable business insights.
- Experience supporting users within a CRM environment.
- Advanced Microsoft Excel proficiency (pivot tables, data modeling, data analysis).
- Experience coordinating with vendors or third-party technology partners preferred.
- Strong communication skills with the ability to collaborate effectively with sales leadership and cross-functional teams.
- High attention to detail and commitment to maintaining data integrity.
Knowledge/Skills:
- Salesforce / CRM administration
- Sales operations support
- Data integrity and governance
- Performance analytics and reporting
- User enablement and training
- Process improvement and automation
- Cross-functional collaboration
- While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle, or feel; reach with hands and arms; and talk or hear.
- The employee frequently is required to walk and stand for extensive periods of time.
- The employee is occasionally required to stand; climb or balance; and stoop, kneel, crouch, or crawl.
- The employee must frequently lift and/or move up to 25 pounds.
- The employee must occasionally lift and/or move up to 50 pounds.
- Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Salary is commensurate with experience.
Questions? Contact us at [email protected]
Note: A background screening will be required for candidates hired. For more information about the Background Screening Clearinghouse managed by the Agency for Health Care Administration (AHCA), go to https://info.flclearinghouse.com.
Top Skills
What We Do
The Villages Health offers a revolutionary style of care that puts the patient at the center of their own well being!
We're excited to offer our residents an exciting new medical home, where the focus is on you. Imagine a doctor who will greet you by name, treat you as a friend, and grow old with you - just a golf car ride away - here in your very own hometown. Every doctor has agreed to limit the number of patients they serve, in an effort to slow down and get to know you better. And they're quite excited about the opportunity!
Each doctor serves as the captain of a team of professionals dedicated to your better health. Information is shared freely amongst the team, so that everyone involved with your well being is part of the same plan for your success. We've also teamed with the University of South Florida and USF Health. This unique partnership allows our specialists access to your medical records, ensuring that your entire care team is on the same page. It also keeps our doctors current with the latest research and medical discoveries.
A better way to take care of yourself, right here, in America's Healthiest Hometown!








