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Salesforce Service Cloud Administrator – US Healthcare
NeolytixSalesforce Service Cloud Administrator configuring workflows and dashboards for patient operations at Lukner Clinic. Engaging in case management integration and optimization tasks for healthcare.
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Build and configure page layouts, record types, and Lightning pages in Salesforce Service Cloud
- Create case management workflows: case creation from inbound channels, assignment rules, escalation rules, and auto-response templates
- Design screen flows for guided task completion (e.g., prior authorization workflow, patient referral workflow, medication refill escalation)
- Build dashboards and reports for real-time visibility: open cases by status, average resolution time, VA workload distribution, escalation frequency
- Configure case queues and routing rules so cases route to the right VA or escalate to the physician automatically
- Attend and contribute to integrator kickoff meeting (May 5) with requirements and configuration recommendations
- Support integration touchpoints: Dialpad CTI connector for Salesforce, Answer Connect call data ingestion, Tebra patient data sync
- Build patient-facing case submission workflows (portal or form-based)
- Configure omni-channel routing for multi-channel case intake (phone, email, portal, SMS)
- Create knowledge base articles within Salesforce for VA reference (SOPs, payer-specific instructions, medication lists)
- Refine automation based on operational data: auto-close rules, SLA enforcement, performance-based routing
- Support Health Cloud migration if client moves from Service Cloud to Health Cloud data model
- Build workflows for remote patient monitoring, substance abuse treatment compliance tracking, and multi-provider scheduling
Requirements
What you’ll need- Salesforce Administrator Certification (ADM-201) — verified on Trailhead
- 2–4 years hands-on Salesforce Service Cloud configuration (not just Sales Cloud)
- Demonstrated experience building screen flows, record-triggered flows, and scheduled flows in Flow Builder
- Experience with case management: queues, assignment rules, escalation rules, milestones, and entitlements
- Ability to build Lightning pages, page layouts, record types, and dynamic forms
- Experience building Salesforce reports and dashboards with real-time operational metrics
- Working English proficiency (this role involves direct interaction with the client’s physician-owner and technical lead)
Benefits
Comp & perks- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Salesforce Service Cloudcase management workflowsscreen flowsrecord-triggered flowsscheduled flowsLightning pagespage layoutsrecord typesSalesforce reportsSalesforce dashboards
Soft Skills
communicationcollaborationproblem-solvingattention to detail
Certifications
Salesforce Administrator Certification (ADM-201)