Salesforce & Healthcare Data Operations Administrator

1. Work Timings: Regular day shift; should be available for meetings with the US team during EST/EDT time zones

2. .Educational Qualifications and Requirements:
a. Bachelor’s degree in Information Systems, Business, Healthcare Administration, Data Management, or a related discipline. 
b. Minimum 2 years of hands-on experience in Salesforce data management, CRM operations, sales operations, or a similar data-focused role. 
c. Proven experience in data cleansing, standardization, matching, validation, and deduplication of large datasets. 
d. Strong proficiency in Microsoft Excel, including VLOOKUP/XLOOKUP, filtering, conditional logic, pivot tables, data validation, and data comparison techniques. 
e.Hands-on experience with Salesforce data import and data-management tools. 
f. Strong understanding of Salesforce objects, including Accounts, Contacts, Leads, Opportunities, Campaigns, and Account Hierarchies. 
g. Ability to develop matching logic and accurately determine whether records represent the same organization, facility, provider, or individual. 
h. Strong analytical and problem-solving skills with exceptional attention to detail and data accuracy. Ability to clearly document data-management processes, business rules, workflows, and data-quality standards. 
i. Strong written and verbal English communication skills. 
j. Ability to work independently, manage recurring data-management activities, and take ownership of database integrity and data quality.

3. Preferred Qualifications:
a. Experience working with Definitive Healthcare and ZoomInfo data. 
b. Experience managing healthcare provider, healthcare organization, facility, or medical practice data. 
c. Knowledge of health systems, hospitals, physician practices, facilities, medical specialties, and provider affiliations. 
d. Salesforce Administrator certification is preferred. 
e. Experience with Salesforce Data Loader, DemandTools, Cloudingo, or comparable data-quality and deduplication tools. 
f. Familiarity with data visualization, reporting, or business-intelligence tools. 
g. Basic understanding of data privacy, security, access controls, and data-governance requirements.

4. Tasks and Responsibilities:
Salesforce Data Quality:
Cleanse, standardize, validate, and deduplicate Salesforce accounts, contacts, and leads.
Identify duplicate records and merge them while preserving relevant activity history, ownership, relationships, and source information.
Standardize organization names, addresses, phone numbers, websites, specialties, titles, and contact information.
Monitor Salesforce data quality and resolve recurring issues.
Create routine data-quality reports, dashboards, and exception reports.

Definitive Healthcare Data Management:
Coordinate recurring Definitive Healthcare data refreshes and ensure accurate matching and controlled updates.
Develop matching rules using organization name, address, domain, identifiers, location, and organizational relationships.
Define field-precedence rules for determining authoritative data sources.
Review proposed changes before updating or overwriting Salesforce records.
Prevent refreshes from creating duplicates or replacing more accurate internal information.
Document the date, source, and reason for material data changes.

ZoomInfo Data Preparation and Import:
Cleanse, standardize, validate, and prepare ZoomInfo data before Salesforce import.
Compare ZoomInfo records against existing Salesforce accounts, contacts, and leads.
Identify duplicates and contacts who have changed organizations or positions.
Map ZoomInfo fields correctly to Salesforce objects and fields.
Conduct controlled test imports before larger uploads.
Reconcile imported records and document post-import exceptions.

Healthcare Organization Hierarchies:
Maintain relationships among health systems, parent organizations, hospitals, facilities, physician groups, practices, locations, and affiliated providers.
Maintain accurate parent-child account relationships.
Distinguish between legal entities, operating companies, brands, facilities, and practice locations.
Prevent separate facilities or practices from being incorrectly combined.
Support account ownership, territory assignment, segmentation, and reporting.

Data Governance and Process Development:
Establish standards for naming, duplicate detection, required fields, classifications, specialties, lead sources, territories, relationships, and record creation/update procedures.
Develop repeatable workflows, data dictionaries, validation processes, and data-quality procedures.
Recommend Salesforce validation rules, duplicate rules, automation, and process improvements.
Identify root causes of recurring data-quality issues and recommend corrective action.
Train Salesforce users on proper record creation and data-maintenance practices.

Sales and Marketing Support:
Prepare accurate prospect lists and improve territory assignments, segmentation, pipeline reporting, and campaign reporting.
Support account research and market analysis.
Respond to data-correction requests from sales, marketing, and leadership.
Coordinate with Salesforce users without making unauthorized changes to record ownership or active opportunities.

Data-Control Requirements:
Ensure bulk imports and mass updates undergo validation, testing, and approval before execution.
Conduct controlled test imports using a limited sample before full-scale uploads.
Maintain appropriate backup or recovery plans for material imports and updates.
Preserve relevant Salesforce activity history, ownership, relationships, and source information.
Document import results, exceptions, unresolved matches, and significant data changes.
Handle confidential and proprietary information in accordance with company security, privacy, and data-governance policies.

Performance Expectations:
Reduction in duplicate accounts, contacts, and leads.
Improvement in completion rates for required Salesforce fields.
Accuracy of health-system, practice, facility, and provider relationships.
Accuracy of territory and account assignments.
Percentage of Definitive Healthcare and ZoomInfo records successfully matched to existing Salesforce records.
Reduction in import exceptions and unintended duplicate records.
Timeliness and accuracy of scheduled data refreshes.
Reliability of sales reports and marketing lists.
Responsiveness to data-quality issues.
Adoption of documented data-governance standards.

5. Reporting Hierarchy:  Senior Marketing Manager

6. Compensation Offered:  To be decided based on the candidate’s experience, skill set, and expectations.

7. .Non-Reimbursable Additional Perks:
a.  Medical insurance coverage for self, spouse, and a maximum of 2 children under age 25.
b.  Accident insurance worth 5x the annual CTC of the employee.
c.  Complimentary canteen facilities.

8. How to Apply:  Apply through our website https://www.scribeemr.in/
NOTES: If you still have any questions, please write to [email removed]

Salesforce Administrator, CRM Operations, Data Quality, Data Cleansing, Data Validation, Data Deduplication, Data Governance, Healthcare Data Management, Sales and Marketing Operations