Join PatientPoint to be part of a dynamic team creating change in and around the doctor’s office. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide.
Location: Remote
Travel Requirements: Less than 10%
Job Summary
We are seeking a detail-oriented and analytical Salesforce Data Analyst to support and optimize our Salesforce helpdesk operations with strong Salesforce Administration skills and a passion for data integration and emerging technologies. This role bridges the gap between CRM data insights and support efficiency, providing reporting, analysis, and operational oversight for our Salesforce Org and helpdesk environments.
This role will play a crucial part in driving data-driven decision-making across the organization by leveraging the Salesforce ecosystem, with a forward-looking view toward Salesforce Data Cloud, Snowflake integration, and Agent Force implementation. The ideal candidate will have experience using Salesforce to manage support workflows, analyze service data, and recommend process improvements that enhance user satisfaction and system performance.
What You’ll Do
- Configuration and Maintenance: Support ongoing customization and configuration including page layouts, fields, record types, validation rules, and flows.
- Training & Documentation: Provide user training and create documentation for common tasks and best practices.
- System Monitoring: Monitor system performance, scheduled jobs, and assist in release readiness and testing.
- Data Management: Assist in data imports, exports, cleansing, and de-duplication efforts using tools like Data Loader or Data Import Wizard.
- Data Quality & Integrity: Analyze, interpret, and visualize Salesforce data to support business insights, reporting, and forecasting.
- Ensure data integrity, compliance, and governance across Salesforce and integrated platforms.
- Act as a bridge between business users and technical teams, understanding data requirements and delivering solutions within the Salesforce platform.
- Build and maintain reports, dashboards, and datasets using Salesforce (Classic and Lightning) and external tools (e.g., Tableau, Looker, Power BI).
- Collaborate with cross-functional teams to prepare for and support Salesforce Data Cloud initiatives.
- Participate in planning and testing integrations with Snowflake for centralized data warehousing and analytics.
- Support the implementation and optimization of Agent Force to enhance customer service and agent productivity.
- Stay current with Salesforce releases and data technology trends, proactively identifying opportunities for platform and process improvement.
- Collaborate with Teams: Work closely with other admins, analysts, and stakeholders to improve system efficiency and user experience.
What We Need
- 3+ years of experience in a Salesforce data or analytics role
- 2+ years of experience in a Salesforce Analyst, Support, or Admin role
- Proven experience as a Salesforce Administrator; active Salesforce Admin Certification (ADM-201) preferred
- Strong familiarity with Salesforce core features including Sales Cloud, Service Cloud, and Lightning Experience
- Proficiency in Salesforce reports, dashboards, SOQL, and data modeling
- Experience with data visualization tools such as Tableau, Power BI, or CRM Analytics
- Solid understanding of data management, governance, and integration principles
- Strong analytical mindset with excellent problem-solving skills, attention to detail, and eagerness to learn
- Familiarity with helpdesk ticketing systems (e.g., Jira, ServiceNow, Zendesk)
- Excellent verbal and written communication skills
Desired Qualifications
- Exposure to or hands-on experience with Salesforce Data Cloud
- Familiarity with Snowflake or other cloud-based data platforms
- Interest or experience in implementing or working with Agent Force or similar agent productivity tools
- Knowledge of ETL processes and tools (e.g., MuleSoft, Talend, Informatica)
- Understanding of REST/SOAP APIs and Salesforce integration patterns
- Experience with Salesforce Flow, Process Builder, or other declarative automation tools
- Familiarity with data import/export tools such as Data Loader
What You'll Need to Succeed
- Strong communication and collaboration skills to effectively engage with stakeholders, end users, and technical teams
- Proactive problem-solver who takes initiative and drives tasks to completion in a fast-paced, evolving environment
- Detail-oriented and organized, capable of managing multiple priorities, sprints, and deadlines with accuracy and efficiency
- Adaptability and continuous learning mindset, staying current on Salesforce updates, features, and best practices
- Drive a culture of continuous improvement
Base Salary Band: $70,000.00 - $136,200.00
Compensation: At PatientPoint, we are committed to providing competitive pay and benefits that are in line with industry standards. We analyze and carefully consider several factors when determining compensation, including skills, qualifications, geographic location, and professional experience, which can cause your compensation to vary. The base salary range listed is just one component of PatientPoint’s total compensation package for employees. For additional details on our total benefits package, please review the section “About PatientPoint” at the end of this job description.
#LI-ED1 #LI-Remote
About PatientPoint:
PatientPoint® is the Point of Change company, transforming the healthcare experience through the strategic delivery of behavior-changing content at critical moments of care. As the nation’s largest and most impactful digital network in 30,000 physician offices, we connect patients, providers and health brands with relevant information that is proven to drive healthier decisions and better outcomes. Learn more at patientpoint.com.
Latest News & Innovations:
- Named A Best Place to Work Across Multiple Prestigious Platforms! Read More
- Featured on Built In's article "Companies That Pay Well". Read More
- Now Culture Content Certified by VentureFizz. Read More
What We Offer:
We know you bring your whole self to work every day, and we are committed to supporting our full-time teammates with a comprehensive range of modernized benefits and cultural perks. We offer competitive compensation, flexible time off to recharge, hybrid work options, mental and emotional wellness resources, a 401K plan, and more. While these benefits are available to full-time team members, we strive to create a positive and supportive environment for all teammates.
PatientPoint recognizes that privacy is important to you. Please read the PatientPoint privacy policy, we want you to be familiar with how we may collect, use, and disclose your information. Employer is EOE/M/F/D/V
What the Team is Saying
What We Do
At PatientPoint, we're transforming every doctor-patient interaction with cutting-edge, technology-driven solutions designed to improve health outcomes and quality of life. By delivering impactful, digital, in-office patient education at no cost to physicians across the country, we empower healthcare professionals to connect more meaningfully with their patients. Through partnerships with trusted healthcare brands like Pfizer, P&G, Sanofi, Merck, NatureMade, and Bristol Myers Squibb, we’re making a real difference. Our mission to empower better health guides everything we do, reaching over 750 million patient visits each year and driving healthier, longer lives for patients everywhere.
From the top down, we operate within a culture of collaboration and open-minded thinking. We are in it to win it as a team working together, not competing with each other. Your thoughts and ideas are equally valued by leadership and your colleagues. Our employees embody our company values: they’re trustworthy, driven, innovative and welcoming of diversity. You’ll enjoy being part of our group.
We’re always learning, and we encourage entrepreneurial thinking. We challenge the status quo and are open to new ideas from every corner of the organization. You can help make a difference in the healthcare industry by discovering groundbreaking solutions that provide value to patients, providers, and sponsors.
As a company that is still growing and always evolving, we provide plenty of career and learning potential. Here, you’ll work to advance the industry, develop your career goals and be rewarded for your efforts. It’s all within reach, because playing a key part in our success will enhance yours.
PatientPoint is the trusted and fully established leader in patient engagement platforms. Our employees are proud to include our name on their resumes. Joining us has definite advantages: stability, rewards and benefits, professional growth potential, plus the knowledge you are in the right place to do your best work.
Why Work With Us
We are a dynamic team committed to empower better health. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide.
Gallery
PatientPoint Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
PatientPoint is a remote-first company with teammates in 30+ states. Our headquarters is in Cincinnati, along with our Innovation Center in NYC offers space for in-person collaboration while we stay connected through a strong virtual culture.
