Transcarent is a leading digital health company bringing together the best of benefits navigation, clinical guidance and care delivery under one unified umbrella… the one place for health and care. As we bring to market our platform of products, we are focused on reducing costs and improving outcomes for Employers, Health Plans and Health Systems through services such as WayFinding (our core navigation platform), Surgery / Musculoskeletal Care, Cancer Care, Pharmacy Care and Weight Health.
We are an AI-first organization with many reporting requirements across both internal AI tooling as well as Salesforce – our primary CRM for housing client and prospect data to store, track and generate insights for our Sales team and beyond. In this capacity, you will support numerous internal functions, including but not limited to Sales, Consultant Relations, Marketing, Product and our Solution leaders.
This candidate will be able to operate within a lean team, at a fast pace, and with the necessary autonomy and proactiveness to help drive our go-to-market function forward.
Administer and maintain Salesforce instance, including users, permissions, fields, workflows, and dashboards
Generate weekly reports supporting pipeline generation, deals won / lost, Sales forecasts and a host of one-off requests inbound from cross-functional business units
Build and maintain sales reports, dashboards, and performance metrics.
Serve as primary lead for the Sales Operations team, working closely with the Salesforce engineers to develop new features and functions
Ensure CRM data accuracy, consistency, and completeness at all times (conducting audits and data cleanup)
Provide analytical insight to drive the business to action
The ideal candidate should have 5-7 years of Sales Operations experience, supporting an external go-to-market team
Proven prior history of supporting B2B organizations, ideally in the digital health space
Deep knowledge and experience working in Salesforce – deriving reports, synthesizing data and providing regular and frequent updates to the organization at large
Experience interfacing with AI tools being able to leverage internal products in conjunction with Salesforce and other systems to expedite insight creation and reduce admin burden for Sales team
Comfort working cross-functionally across a multitude of business units, catering to their specific needs and data requirements
Expertise in tools such as Tableau to produce insightful reports, dashboards and live data views
As a remote position, the salary range for this role is:
$100,000—$125,000 USD
Transcarent is the One Place for Health and Careᵀᴹ, bringing medical, pharmacy, and point solutions together with the WayFindingᵀᴹ experience, the first and only generative AI-powered health and care platform for health consumers. Our WayFinding experience, paired with transparent and consumer-driven pharmacy care, 2nd.MD expert medical opinions, and virtual primary care, works seamlessly with comprehensive Care Experiences – Cancer Care, Surgery Care, and Weight Health – to support people with all of their health needs, simple or serious. More than 1,700 employers and health plans rely on us to provide information, guidance, and care, empowering health consumers with more choice, an experience they love, access to higher-quality care, and lower costs for 21 million Members. For more information, visit transcarent.com, and follow us on LinkedIn.
People First: We prioritize our Members, clients, and each other in every decision
Care: Every decision starts with improving health and care for our Members
Resilience: We push boundaries and take the uncharted path to change an industry
Results: We take ownership, solve with speed, and deliver for our people and each other
Humble and Human: We lead with humility, bring fun to tough moments, and go further together
Individual compensation packages are based on a few different factors unique to each candidate, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal equity.
Salary is just one component of Transcarent's total package. All regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options.
Our benefits and perks programs include, but are not limited to:
Competitive medical, dental, and vision coverage
Competitive 401(k) Plan with a generous company match
Flexible Time Off/Paid Time Off, 13 paid holidays
Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance
Mental Health and Wellness benefits
Transcarent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you are a person with a disability and require assistance during the application process, please don’t hesitate to reach out!
Research shows that candidates from underrepresented backgrounds often don’t apply unless they meet 100% of the job criteria. While we have worked to consolidate the minimum qualifications for each role, we aren’t looking for someone who checks each box on a page; we’re looking for active learners and people who care about disrupting the current health and care with their unique experiences.
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Transcarent is a health and care experience company that provides employers and their employees with a unified platform for healthcare navigation, virtual care, pharmacy benefits, and specialty care. It serves self-insured employers aiming to simplify healthcare access and reduce costs.
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