Salesforce Administrator

About the role:

OrderlyMeds is a leading player in the telehealth industry, dedicated to providing innovative solutions that enhance access to healthcare services. We are committed to improving the lives of patients and healthcare providers through cutting-edge technology and a patient-centric approach. As we continue to grow, we are seeking a dynamic Salesforce Administrator to join our team and drive our platform to new heights.

We are seeking an experienced, highly motivated and detail-oriented Salesforce Admin to help support business-critical internal applications (primarily, Salesforce), perform business analysis and generate reporting and forecasting for the organization, with a focus on Operations. In this role you will discover and share insights to reduce contact rates while improving the overall experience of customers and our customer support teams. Your work will directly support executive-level strategic decision-making and will help drive the operational strategy for all product operations and our departments and business units. This role will report into the Product Team and will partner with various business teams including Marketing, Engineering, Operations, Finance, HR and Sales.

This is a great opportunity for someone with a strong analytical background who loves solving operational problems within a complex team structure, and for someone who can clearly communicate complex data sets and recommendations to a wide audience. It is a unique opportunity to not only help build the frameworks within Operations but to help shape the direction of the overall customer experience we provide across the board.

You will:

Salesforce architecture and administration: lead overall Salesforce system design and strategy, manage user roles/profiles, design and maintaining automation, build dashboards and reporting structures, and collaborate with stakeholders to translate business requirements into scalable, sustainable Salesforce solutions. Ensure data integrity, platform performance, and cross-functional alignment with systems integrated with Salesforce.

Systems integration and automation: Implement and maintain low-code/no-code integrations and automated workflows between platforms (Salesforce, Financial systems, Reporting systems, Slack, etc) to reduce manual overhead and increase process reliability.

Operational strategy, alignment and process optimization: Lead operational planning and continuous process improvement initiatives across departments. Standardize and document internal procedures to support scale, data consistency, and cross-functional collaboration.

Data management and reporting: Assist in reporting environments across platforms. Build and maintain dashboards, KPI tracking mechanisms, and audit systems to ensure accurate, real-time operational visibility.

Perform business system administration and optimize the user of core internal platforms, including Salesforce, our messaging platforms (GoHighLevel and Twilio Flex) and others.

Gather, interpret, and use data to develop actionable steps that will improve processes and optimize results across all aspects of our Operations teams

Analyze business performance on a daily basis to identify issues/opportunities that are highlighted by the data, and then work with the various cross-functional teams to address those issues and opportunities

Run ad-hoc analyses and special initiatives, working with large data sets to assess business performance and inform business decisions

You Have:

4 year degree in relevant field required

7+ years of relevant experience, with a minimum of 3 years in consulting, finance / investment banking, operations, or similarly rigorous quantitative field

Experience in or supporting operational teams required; experience working in or in support of Operational teams is strongly preferred

Expert proficiency with SQL preferred

Experience with data visualization software (Looker/Tableau a huge plus)

Excel proficiency including experience with data manipulations – Lookups, PivotTables, External Data Connections

Strong communication skills; ability to effectively communicate in a clear and concise manner

Strategic, analytical thinker with the ability to think through complex problems, determine proper analytical processes and procedures, independently derive conclusions and present results to the team

Detail-oriented and exceptionally organized

Self-motivated and proactive problem solver with a strong sense of ownership and ability to see beyond the numbers to understand the impact on the organization, teams, individual team members, and customers

Able to multitask, prioritize, and manage multiple projects in a fast-paced startup environment

Nice To Have

Previous experience managing projects in a startup environment

Previous experience in telehealth, pharma, or healthcare

Deep understanding and experience with Agile methodologies

OrderlyMeds offers competitive benefits, paid time off, health insurance, dental, vision, and 401k contributions. OrderlyMeds provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.