Sales & Community Engagement Strategic Planning Specialist

Posted 7 Days Ago
Be an Early Applicant
New York, NY
72K-117K Annually
1-3 Years Experience
Healthtech • Insurance
The Role
The Specialist will assist in executing and improving retail strategies for member and prospect experiences, manage day-to-day operations, support community engagement, and enhance operational standards through systems, processes, and training development. Responsibilities include coordinating with stakeholders, data collection, project management, and maintaining Salesforce for performance tracking.
Summary Generated by Built In

Reporting to the Director, the Specialist Sales & CE Ops Strategic Planning & Performance will assist the Manager and Director for Sales & CE Ops Strategic Planning & Performance to execute, and continuously improve upon a retail strategy that supports the member and prospect experience, profitable growth across all product lines, and greater efficiency in operations across retail channels. This will include the day-to-day coordination of operations and retail strategic projects for the retail channel including community offices, mall kiosks, and other retail/sales sites. The Specialist will also support Community Engagement in establishing operational standards and rigor to drive performance through systems, processes, policies and procedures, training. They will provide various levels of support from translating strategies to project plans for execution, to database maintenance and reporting, to aid strategic planning and performance.

Duties/Responsibilities

  • Facilitates cross-functional collaboration through regular retail site visits and daily coordination with multiple stakeholders including Sales, Member Services, EDS, Brand/Marketing, Facilities, Fleet, Technology/IT, Compliance to support existing retail sites.
  • Identifies and resolves specific operational and business issues in a timely manner, assuming an active role in driving ‘root cause’ analysis and proactively remediating issues and anticipated risks.
  • Identifies opportunities for retail site enhancements, process improvement and efficiencies to improve member and prospect experience at retail locations.
  • Supports implementation of processes/P&Ps.
  • Helps in the development of training materials and delivery of training on systems, tools, processes for Sales/MS.
    • Coordinates staff scheduling for all LoB at retail sites.
    • Provides operational/project management support for retail initiatives and special projects (e.g., customer amenities, new retail sites roll-outs, etc.)
  • Assists on sales production/ad hoc data collection and reporting.
  • Additionally, the Specialist will support Community Engagement operations as follows:
    • Conducts research on competitors’ community events.
    • Supports the development and administration of CE Resource Center and other tools and resources to enhance CE effectiveness.
    • Supports the development of P&Ps for CE.
  • Maintains/updates various Salesforce weekly/monthly and ad-hoc business unit data collection, dashboard analysis and reporting (events tracking, leads generation, leads to enrollment conversions, Look Ahead Calendar etc.)
  • Assists with systems development/enhancements including Salesforce to support CE operations.
    • Perform various enterprise project coordination and administrative support functions (templates, project/outcome trackers, etc.

Minimum Qualifications

  •  Associates Degree from an accredited university
  • Handle multiple tasks with a proactive, flexible approach to changing priorities
  • Advanced level experience in MS Suite – Project, Word, Excel, PowerPoint, and Visio
    • Strong communication skills
    • Proven ability to lead and deliver on strategic initiatives
  • Must be willing and able to travel to assigned retail sites

Preferred

  • Bachelor’s degree from an accredited institution
  • Database Analysis and Reporting, and Project Management experience

WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants and employees are considered for positions and are evaluated without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, genetic information, military or veteran status, marital status, mental or physical disability or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

If you have a disability under the Americans with Disability Act or a similar law and want a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to [email protected] or calling 212-519-1798 . In your email please include a description of the accommodation you are requesting and a description of the position for which you are applying. Only reasonable accommodation requests related to applying for a position within Healthfirst Management Services will be reviewed at the e-mail address and phone number supplied. Thank you for considering a career with Healthfirst Management Services.

EEO Law Poster and Supplement

All hiring and recruitment at Healthfirst is transacted with a valid “@healthfirst.org” email address only or from a recruitment firm representing our Company. Any recruitment firm representing Healthfirst will readily provide you with the name and contact information of the recruiting professional representing the opportunity you are inquiring about. If you receive a communication from a sender whose domain is not @healthfirst.org, or not one of our recruitment partners, please be aware that those communications are not coming from or authorized by Healthfirst. Healthfirst will never ask you for money during the recruitment or onboarding process.

Hiring Range*:

  • Greater New York City Area (NY, NJ, CT residents): $81,100 - $117,470

  • All Other Locations (within approved locations): $71,600 - $106,505

As a candidate for this position, your salary and related elements of compensation will be contingent upon your work experience, education, licenses and certifications, and any other factors Healthfirst deems pertinent to the hiring decision.

In addition to your salary, Healthfirst offers employees a full range of benefits such as, medical, dental and vision coverage, incentive and recognition programs, life insurance, and 401k contributions (all benefits are subject to eligibility requirements). Healthfirst believes in providing a competitive compensation and benefits package wherever its employees work and live.

*The hiring range is defined as the lowest and highest salaries that Healthfirst in “good faith” would pay to a new hire, or for a job promotion, or transfer into this role.

Top Skills

Excel
Ms Powerpoint
Ms Project
Ms Visio
Ms Word
Salesforce
The Company
HQ: New York, NY
3,909 Employees
On-site Workplace
Year Founded: 1993

What We Do

Healthfirst is a provider-sponsored health insurance company that serves 1.8 million members in downstate New York. Healthfirst offers top-quality Medicaid, Medicare Advantage, Child Health Plus, and Managed Long Term Care plans. Healthfirst Leaf Qualified Health Plans and the Healthfirst Essential Plan are offered on NY State of Health, The Official Health Plan Marketplace. Healthfirst offers Healthfirst Pro and Pro Plus, Exclusive Provider Organization (EPO) plans for small-business owners and their employees, and Healthfirst Total, an EPO for individuals.

For more information on Healthfirst, visit www.healthfirst.org

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