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CRM Admin, Salesforce
CRM Admin, SalesforceHabitat Health • San Francisco, CA, US
CRM Admin, Salesforce

CRM Admin, Salesforce

Habitat Health • San Francisco, CA, US
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  • [job_card.full_time]
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Job Description

Job Description

At Habitat Health, we envision a world where older adults experience an independent and joyful aging journey in the comfort of their homes, enabled by access to comprehensive health care. Habitat Health provides personalized, coordinated clinical and social care as well as health plan coverage through the Program of All-Inclusive Care for the Elderly ("PACE") in collaboration with our leading healthcare partners, including Kaiser Permanente.

Habitat Health offers a fully integrated experience that brings more good days and a sense of belonging to participants and their caregivers. We build engaged, fulfilled care teams to deliver personalized care in our centers and in the home. And we support our partners with scalable solutions to meet the health care needs and costs of aging populations.

Habitat Health is growing, and we're looking for new team members who wish to join our mission of redefining aging in place. To learn more, visit https : / / www.habitathealth.com.

This role has a start date of March 9, 2026.

Role Scope :

We are seeking a CRM Admin, Salesforce, to maintain and optimize our current Salesforce implementation, building toward long-term maintainability and scalability. The ideal person will not only take hands-on responsibility for enhancements, complex flows, reporting, and validation, but will also partner with our business stakeholders to understand the underlying needs and recommend improvements. We expect someone thoughtful about current state reviews, documentation, and who can both execute tactical work and help shape future direction

  • Serve as a liaison between business stakeholders and technical implementation : assist with defining and scoping requests.
  • Perform enhancements, automation, and development within Salesforce : adjust system logic, build complex flows, expand modules, and refine existing functionality for better scalability.
  • Build and maintain dashboards, reports, and other visualizations to support business insights, as well as validation rules to ensure data quality.
  • Produce both technical documentation (code, system behavior, integration points) and process documentation (how the business uses Salesforce, workflows, etc.).
  • Review the current state of Salesforce setup to identify gaps, inefficiencies, or risks; provide recommendations to set up better long-term scalability and success.
  • Handle day-to-day requests : bug fixes, small enhancements, and questions from users.
  • Admin responsibility : reviewing / administering structure, permissions, etc.

Qualifications

  • Strong hands-on experience with Salesforce development (Apex, declarative tools, flows, modules / objects).
  • Familiarity with Salesforce best practices : scalable architecture, coding standards, and maintainability.
  • Experience building dashboards, reports, validation rules, and data quality enforcement.
  • Experience interfacing with business stakeholders : gathering requirements, translating business needs into technical specs.
  • Excellent documentation skills.
  • Nice to Have

  • Prior experience working in healthcare.
  • Experience with data loader tools (bulk imports / exports).
  • Familiarity with Health Cloud or other Salesforce clouds / modules specific to health care.
  • Experience performing current state review of Salesforce orgs and proposing roadmaps for scale.
  • Compensation :

    We take into account an individual's qualifications, skillset, and experience in determining final salary. This role is eligible for medical / dental / vision insurance, short and long-term disability, life insurance, flexible spending accounts, 401(k) savings, paid time off, and company-paid holidays. The expected salary range for this position is $94,000 - $110,000 and is bonus eligible. The actual offer will be at the company's sole discretion and determined by relevant business considerations, including the final candidate's qualifications, years of experience, skillset, and geographic location.

    Vaccination Policy, including COVID-19

    At Habitat Health, we aim to provide safe and high-quality care to our participants. To achieve this, please note that we have vaccination policies to keep both our team members and participants safe. For COVID and flu, we require either proof of vaccination or a declination form, and require masking while in participant locations as a safe and essential requirement of this role. Requests for reasonable accommodations due to an applicant's disability or sincerely held religious beliefs will be considered and may be granted based upon review. We also require that team members adhere to all infection control, PPE standards, and vaccination requirements related to specific roles and locations as a condition of employment.

    Our Commitment to Diversity, Equity, and Inclusion :

    Habitat Health is an Equal Opportunity employer and is committed to creating a diverse and inclusive workplace. Habitat Health applicants are considered solely based on their qualifications, without regard to race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity, gender expression, sexual orientation, marital status, military or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), or other status protected by applicable law.

    Habitat Health is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Habitat Health will take steps to provide people with disabilities and sincerely held religious beliefs with reasonable accommodations in accordance with applicable law. Accordingly, if you require a reasonable accommodation to fully participate in the job application or interview process, to perform the essential functions of the position, and / or to receive all other benefits and privileges of employment, please contact us at careers@habitathealth.com.

    Beware of Scams and Fraud

    Please ensure your application is being submitted through a Habitat Health sponsored site only. Our emails will come from @habitathealth.com email addresses. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission by selecting the 'Rip-offs and Imposter Scams' option : https : / / reportfraud.ftc.gov / # / .

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