About the Client
Our client is a national healthcare services organization specializing in specialty infusion and patient-centered care delivered across home and ambulatory settings. Their multidisciplinary teams collaborate to coordinate pharmacy, nursing, and benefits support across multiple U.S. states. They are mission-driven to improve patient outcomes with compassionate, accountable care while scaling partnerships and contracts nationwide.
Why does this role exist?
The client’s contracting/business development executive is stretched thin across multi-state initiatives, including Salesforce CRM hygiene, Power BI reporting, market analysis, SOP documentation, and multi-state contract organization. This role exists to independently run the backend operations—keeping CRM and reporting current, structuring complex payer/contract data, and preparing executive-ready deliverables—so the executive can focus on high-value, revenue-generating work. With active revamps underway across partner organizations, the assistant will provide reliable, proactive support to keep operations moving smoothly.
Salesforce CRM management and sales operations
- Update contacts, accounts, and opportunities; maintain data hygiene and completeness
- Track pipeline stages, notes, and activities; ensure timely follow-ups and accurate metadata
- Create and maintain basic CRM views/reports; document processes and data definitions
Power BI reporting and analytics
- Pull recurring and ad-hoc reports; refresh datasets and validate numbers against source data
- Create or refine views for presentations; support market comparisons and payer analytics
- QA dashboards for accuracy, filters, and refresh schedules; flag outliers and trends
Contract organization and compliance support
- Organize and index multi-state contracts; standardize naming and folder structures
- Compare Power BI/CRM data to contract folders to ensure alignment and completeness
- Track key contract terms, effective/renewal dates, and requirements; surface upcoming actions
Market analysis and executive presentations
- Compile market research, payer comparisons, and competitor snapshots
- Build executive-level PowerPoint decks with clear narratives and visuals
- Draft and maintain SOPs/process docs that support scale and continuity
Administrative and revamp support
- Provide general administrative support, documentation, and scheduling of deliverables
- Partner with the executive during organizational revamps to capture requirements and updates
- Identify process gaps; recommend small automations or templates to streamline work
Required:
- Proven hands-on Power BI experience (report pulling, basic DAX/Power Query, dashboard refresh/QA)
- CRM operations experience; Salesforce strongly preferred or demonstrable ability to learn quickly
- Advanced Excel/Google Sheets (lookups, pivots, data cleanup) and strong data hygiene discipline
- Prior experience as an executive assistant or operations assistant working autonomously and handling confidential documents
Your superpowers are...
- Technical: Power BI, Salesforce (or similar CRM), Excel/Google Sheets, Google Workspace, Microsoft Office, executive-level PowerPoint, basic data QA; familiarity with AI tools (e.g., Claude) for research/drafting
- Operational: Meticulous organizer who maintains clear folder structures, naming conventions, and SOPs across multi-state work
- Analytical: Comfortable reconciling datasets, spotting inconsistencies, and summarizing insights for decisions
- Communication: Clear, concise writer; proactive status updates; strong stakeholder coordination
- Personal traits: Proactive, critical thinker, problem solver, dependable, and able to execute with minimal supervision
WFH Set-Up:
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS
- Headset with an extended mic that has noise cancellation and a webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
You should apply if...
- You thrive in a healthcare context and enjoy bringing order to complex contract and payer data
- You can independently run recurring reporting/CRM cadences and anticipate what’s needed next
- You’re energized by turning scattered inputs into clear dashboards, SOPs, and executive-ready slides
- You value compassion, accountability, and teamwork, and you’re comfortable partnering closely with a busy executive
What to expect...
Work Setup:
- Remote position
- Must have a reliable internet connection and a quiet workspace
- Required to provide own computer with Intel Core i5 or something similar or higher operating system
Working Hours:
- 40 hours per week
- Monday–Friday, 9:00 am–5:00 pm Central Standard Time
Compensation:
- $7 per hour
- No benefits package included
