We exist for workers and their employers -- who are the backbone of our economy. That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills.
We are seeking a Senior Salesforce Administrator to support, enhance, and scale the Salesforce platform across the business. This role will partner closely with leadership and cross-functional teams to design, build, optimize, and support Salesforce solutions that improve process efficiency, strengthen data quality, and enable more informed decision-making across the organization. The position supports Salesforce as a core business platform for Sales, Marketing, Client Success, Finance, and other operational teams. This role is focused on execution, optimization, and user enablement, with architectural direction provided by Revenue Operations leadership.
This individual will be accountable for positively influencing the morale of the department, including setting achievable goals, fostering teamwork by involving team members in the design/implementation of solutions to problems.
Responsibilities Include:
Own the day-to-day administration of Salesforce, including user setup, permissions, objects, page layouts, and system configurations.
Build, maintain, and optimize complex Flows, validation rules, and other automation within Salesforce.
Troubleshoot and resolve system issues, including identifying and debugging automation conflicts.
Support enhancements to business processes using Salesforce as a core system of record.
Translate business requirements into scalable Salesforce solutions that support operational efficiency and business goals.
Improve workflows across lead management, pipeline management, renewals, customer lifecycle, and other operational processes.
Identify process inefficiencies and recommend scalable improvements.
Support data structures and processes related to ACV, renewals, expansion, churn, and multi-year contracts.
Ensure data accuracy and consistency to support reporting, forecasting, and business decision-making.
Understand and apply how Salesforce system design impacts revenue reporting.
Build and maintain reports and dashboards to support pipeline, revenue, and performance visibility.
Support executive-level reporting needs through accurate, timely, and actionable Salesforce reporting.
Ensure reporting accuracy through strong data management and governance practices.
Support and maintain integrations between Salesforce and related systems, including HubSpot, LinkedIn Sales Navigator, Ironclad, and Microsoft SharePoint.
Support lead flow, data enrichment, and deduplication processes across integrated systems.
Troubleshoot integration issues and maintain data consistency across platforms.
Implement validation rules and data quality controls to strengthen system integrity.
Monitor, identify, and resolve data inconsistencies within Salesforce and connected systems.
Establish and support scalable data governance standards and best practices.
Own Salesforce training and onboarding for users across the business.
Develop training materials, process documentation, and user guidance resources.
Drive user adoption and promote best practices across teams.
Serve as the primary point of contact for Salesforce user support.
Manage and prioritize a backlog of Salesforce enhancements, requests, and system improvements.
Lead cross-functional initiatives from requirements gathering through delivery and implementation.
Operate effectively in a fast-paced environment while managing multiple priorities.
Qualifications:
Required Skills and Abilities:
Strong experience administering and optimizing Salesforce in a complex business environment.
Strong experience building and maintaining complex Flows, reports, and data models.
Experience supporting cross-functional teams such as Sales, Marketing, Client Success, and Finance within Salesforce.
Experience with HubSpot–Salesforce integrations.
Strong understanding of lead lifecycle management.
Strong communication, collaboration, and problem-solving skills.
Comfortable leveraging AI tools and staying current with emerging technologies to improve efficiency, problem-solving, and overall ways of working.
Preferred Qualifications:
Salesforce Platform Administrator II certification preferred
Experience with ZoomInfo, RingLead, or similar tools.
Experience supporting customer lifecycle or Client Success processes.
Experience working with revenue data models, including ACV, multi-year contracts, and churn.
Experience in the healthcare industry is a plus.
Experience in APEX is a plus.
Education and Experience:
High School diploma or GED required, Associate or Bachelor’s degree preferred.
Minimum of three (3) years of experience in a claim examiner or quality assurance role with a health care company, meeting production and quality goals/ standards.
Detailed knowledge of relevant systems and proven understanding of processing principles, techniques, and guidelines.
Ability to acquire and perform progressively more complex skills and tasks in a production environment.
Proficient experience in MS Word, Excel, Outlook, and PowerPoint.
Experience with a highly automated and integrated claim adjudication system.
Work Location:
Candidates located within commuting distance of our Buffalo office will be considered for both in-person and hybrid roles. All other applicants will be considered for remote positions.
Leadership Skills & Behaviors:
Strategic Thinking – Knack for sorting through clutter to find the best route, often by pulling up from the current complexity to identify patterns that guide future direction and allow one to narrow the options and articulate the options from which others can work backward.
Business Acumen – A keenness and quickness in understanding and dealing with a business situation (risks and opportunities) in a manner that is likely to lead to a good outcome. Critical to this is an ability to think beyond their own function.
Systems/Analytical Thinking – Demonstrates the ability to think fluidly and integrate information. Able to anticipate non-linear and non-obvious relationships. Often includes an ability to think holistically/conceptually – very powerful when accompanied by ability to communicate & clarify tactically.
Flexibility/Working through Ambiguity – Tendency to be energized by new experiences/perspectives that test assumptions and thinking. Considers different points of view, sometimes with fragmented information, to arrive at practical, effective, actionable next steps.
Communicate – Managers discuss the company’s vision and strategies, the department’s direction and goals, and in times of crisis, what we know and don’t know to make sure team members know what they need to know.
Clarify – As managers, it’s up to us to clarify what good looks like. What do we expect? What do our clients, customers or colleagues need? If our teams are not performing as expected, managers must clarify expectations and ensure understanding.
Coach – Managers provide recognition and feedback; help team members find solutions to challenges; amplify good and filter weaker aspects of organizational culture and the work as they coach employees in their day-to-day performance and their growth and career development.
Connect – Managers help our teams see their collective purpose and how their work connects to the greater whole. We connect people within our company and network.
Customize – As managers, we need to understand what makes each team member unique, and then customize, tailor and adapt how we support them.
Centivo Values:
Resilient – This is wicked hard. There is no easy button for healthcare affordability. Luckily, the mission makes it worth it and sustains us when things are tough. Being resilient ensures we don’t give up.
Uncommon - The status quo stinks so we had to go out and build something better. We know the healthcare system. It isn't working for members, employers, and providers. So we're building it from scratch, from the ground up. Our focus is on making things better for them while also improving clinical results - which is bold and uncommon.
Positive – We care about each other. It takes energy to do hard stuff, build something better and to be resilient and unconventional while doing it. Because of that, we make sure we give kudos freely and feedback with care. When our tank gets low, a team member is there to be a source of new energy. We celebrate together. We are supportive, generous, humble, and positive.
Who we are:
Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com.
Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.