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  • Provide lead-level support and day-to-day oversight for Patient Services operations, including workflow coordination, issue escalation, and support for patient coordinator team members.
  • Serve as a key operational partner for the Salesforce implementation and migration, helping support requirements gathering, user acceptance testing, workflow validation, data review, training, adoption, and post-launch stabilization.
  • Partner with internal stakeholders to translate patient services workflows, coordinator needs, provider interactions, and program requirements into clear business and functional requirements.

Salesforce Tableau Healthcare Data Analysis Communication

20 jobs similar to Lead, Patient Services - Healthcare Technical Operations for Salesforce Workflows

Jobs ranked by similarity.

US

  • Own and resolve complex customer scenarios with a strategic mindset.
  • Lead process improvement efforts and improve customer satisfaction.
  • Identify operational gaps through data analysis and field feedback.

Artera is an AI startup that develops medical artificial intelligence tests to personalize therapy for cancer patients. They are on a mission to personalize medical decisions for patients and physicians on a global scale.

$94,800–$117,750/yr
US

  • Implement, manage, and grow both new and existing SMB customer base, driving adoption, retention, and expansion.
  • Serve as a subject matter expert and point of escalation for all SMB customers.
  • Build and execute plans to accelerate revenue through Omada marketing best practices; ensure enrollment forecasts are met or exceeded.

Omada Health is on a mission to inspire and nurture lifelong health, one day at a time. Omada's virtual care teams help individuals living with chronic conditions achieve long-term health improvements by combining the latest and breakthrough behavioral science. Omada has served more than two million members since launch across 2,000+ employers, health plans, pharmacy benefit managers, and health systems.

US

  • Drive collaboration and coordination with business functions to resolve escalated patient needs.
  • Manage a team that entails issuing tickets, responding to tickets, and escalating ticket issues.
  • Lead operational programs, projects, and initiatives that drive the sustaining business forward through patient resolution.

Natera is a global leader in cell-free DNA (cfDNA) testing, dedicated to oncology, women’s health, and organ health. The Natera team consists of highly dedicated statisticians, geneticists, doctors, laboratory scientists, business professionals, software engineers and many other professionals from world-class institutions.

$145,000–$195,000/yr
US Unlimited PTO

  • Define and evolve a practical support operations roadmap aligned to company priorities.
  • Own the structure and ongoing optimization of Salesforce Service Cloud.
  • Build reporting that provides visibility into support demand, trends and product pain points.

Model N is the leader in revenue optimization and compliance for pharmaceutical, medtech, and high-tech innovators. They have helped over 150 customers maximize revenue, streamline operations, and maintain compliance. They are located across more than 120 countries.

$120,000–$130,000/yr
US

  • Develop and maintain strong leadership-level relationships with customers.
  • Leverage customer data to provide clear, informative, and relevant information to drive improvements and solve complex problems.
  • Communicate consistently and proactively with customers to address their needs; anticipate potential concerns and ensure a great customer experience.

Wellframe helps healthcare organizations support health beyond the four walls of care delivery. They provide care transformation services, a patented engagement platform, clinical programs, and measurement, and seem to value trusted relationships between members and care teams.

$105,400–$155,000/yr
US

  • Drive complex cross-functional initiatives to advance pod-level objectives and ensure stakeholder alignment.
  • Build scalable workflows and processes from scratch to improve efficiency, reliability, and throughput.
  • Leverage data tools like Looker and SQL to extract insights, validate assumptions, and synthesize findings into clear recommendations.

Headway builds a new mental healthcare system accessible to everyone by automating insurance credentialing, claims, and payment reconciliation. It is a Series D company with over $325M in funding and a team dedicated to making therapy affordable.

US

  • Help build and manage the day-to-day operations of a partner network across multiple states and several partners.
  • Identify, engage, and negotiate with prospective clinical vendors.
  • Lead and support implementation tasks and timelines in connection with new partner network launches, including in collaboration with internal and external stakeholders.

Heartbeat Health is a virtual-first cardiovascular care company. They provide patients with convenient, high-quality heart care through telemedicine, diagnostics, and virtual care programs, and they are considered the leader in their field. They are fast-paced, agile, remote-first, value diversity, and care about each other.

US

  • Consult with clients to discover and document needs, provide expert guidance, and propose best practice solutions for clinical communication platforms.
  • Design and configure high-quality applications that balance the needs of clinicians, patients, and PerfectServe.
  • Prioritize and manage many tasks simultaneously in a fast-paced environment while exceeding client expectations.

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space, accelerating speed to care by optimizing provider schedules and routing communications. The company has over 400 employees and a collaborative, tech-forward culture that values growth, transparency, and innovation.

$160,000–$200,000/yr
US

  • Define and execute implementation playbooks that ensure repeatable, high-quality client launches across all clients.
  • Build a scalable, automation-first implementation model that enables growth without linear headcount increases.
  • Lead the handoff process between Sales (pre-contract) and Client Services (post-launch), ensuring continuity and alignment with multiple internal teams.

Galileo is a team-based medical practice working to improve the quality and affordability of health care for all. Operating across 50 states, Galileo offers high-touch, data-driven, multi-specialty, longitudinal care to diverse and complex patients. Founded by Dr. Tom X. Lee, Galileo is a team of leading innovators from healthcare, technology, and human-centered design.

US 4w PTO

  • Work with business teams to understand key cross-functional operational workflows.
  • Own and execute the product roadmap for the Field Enablement workstream.
  • Act as the primary product authority for Salesforce Service Cloud implementation.

Aledade, a public benefit corporation, empowers independent primary care. They were founded in 2014 and have become the largest network of independent primary care in the country, with a collaborative, inclusive, and remote-first culture.

$80,000–$110,000/yr
US

  • Collaborate with internal and external partners to improve data quality, streamline concept development, and optimize workflows.
  • Translate business needs into analysis by providing healthcare business knowledge with data, technical, and analytical expertise.
  • Perform data analysis and ensure implementation meets client and business requirements, functioning as a consultant to translate information needs into specifications.

TREND Health Partners is a tech-enabled payment integrity company facilitating collaboration between payers and providers to reduce waste and improve healthcare access. It is a dynamic and growing organization that promotes a collaborative and innovative work environment.

US

  • Design and implement standardized processes and workflows across Customer Success and Professional Services to drive consistency and scalability.
  • Track and analyze key performance metrics including customer health scores, retention rates, NPS, and time-to-value to surface trends, risks, and opportunities.
  • Own the CS technology stack including Salesforce and other customer success platforms, ensuring tools are optimized for efficiency and data accuracy.

Tenna empowers customers to control their mixed assets anytime, anywhere, on one comprehensive platform. The company values quality, grit, continuous learning, collaboration, and awesomeness.

US

  • Serve as the primary operational lead for assigned studies.
  • Partner with sponsors and CROs as a key point of contact.
  • Proactively identify operational risks, including enrollment challenges and protocol-related issues.

M3 Wake Research is an integrated network of premier investigational sites meeting the clinical research needs of global biopharmaceutical, biotechnology, medical device, pharmaceutical and clinical research organizations. With close to 30 owned and managed research sites across the country, M3 Wake Research is one of the largest independent, multi-site clinical research companies in the US.

US 4w PTO

  • Oversee and optimize a portfolio of patient and practice solutions.
  • Map contract outputs from business development to eligible solutions.
  • Monitor and adjust solution assignments based on contract performance.

Aledade empowers independent primary care practices to deliver better care and thrive in value-based care. They are the largest network of independent primary care in the country with a collaborative, inclusive, and remote-first culture.

US

  • Support the ongoing success of our strategic healthcare partnerships.
  • Manage small and mid-sized accounts while growing into broader leadership responsibilities.
  • Drive cross-functional initiatives that directly impact our mission of making mental healthcare work for everyone.

Rula is dedicated to treating the whole person and believes that by providing quality care, they can empower individuals to take charge of their mental health. They are a remote first company hiring in most U.S. states except Hawaii and aim to create a world where mental health is no longer stigmatized.

$155,000–$205,000/yr
US Unlimited PTO

  • Work closely with cross-functional teams to organize, prioritize, and execute an analytical roadmap for quick and scalable support.
  • Develop, build, and maintain reports and dashboards with actionable metrics to monitor growth, engagement, and clinical outcomes.
  • Build analyses to uncover metrics demonstrating Cadence's value and explore patient data to discover insights benefiting clinical care and product strategy.

Cadence is building a remote care delivery system focused on keeping older people healthy at home through daily health reviews by a dedicated clinical team. The company is a fast-growing, high-bar healthtech firm with a data-driven culture that emphasizes speed, precision, and ownership among its team.

$160,000–$185,000/yr
US

  • Working with Arcadia customers to help solve complex business needs within the platform
  • Helping a customer gain trust in our data by explaining the transformations taking place
  • Partnering with technical operators to build complex customizations

Arcadia.io helps innovative providers and payers across the country transform healthcare to reduce cost while improving patient health. They are growing fast and have emerged as a market leader in the highly competitive population health management software market.

$150,000–$175,000/yr
US

  • Own and evolve the operating model for Maven’s Client Support function.
  • Lead and develop a team of Client Support Associates.
  • Bring the operational perspective into Product and Engineering conversations.

Maven Clinic is the world's largest virtual clinic for women and families, aiming to make healthcare work for everyone. They provide clinical, emotional, and financial support through a digital platform, trusted by over 2,000 employers and health plans, and they have an award-winning culture.

$125,600–$234,000/yr
US

  • Manage all aspects of Patient Support Center program operations and lead a team of Case Manager Supervisors.
  • Monitor team activity, Service Level Agreements (SLAs), and Key Performance Indicators (KPIs).
  • Serve as the subject matter expert (SME) for the Case Manager role and program needs with key stakeholders.

Novartis focuses on the needs of people and a community committed to meeting them through innovative science to improve lives. They foster a collaborative environment where individuals can learn and thrive together.

US

  • Build and lead a compliant contact center of inside sales professionals dedicated to informing and supporting Healthcare Professionals.
  • Own forecasting, analytics, performance optimization, process excellence, and technology stack maturity for the Inside Sales team.
  • Create and manage incentive programs and coach to quality using call analytics and standardized scorecards.

CareTria helps to inform and support Healthcare Professionals through high‑quality outbound engagement. They seem to be a growing company with a focus on a positive and inclusive employee experience.