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Jobs/QA Analyst Role/SmithRx - Community Development Analyst
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SmithRx

SmithRx - Community Development Analyst

Remote - USA *3d ago
RemoteSeniorNALife InsuranceInsuranceQA AnalystTeam LeadershipProspectingTraining DevelopmentSalesforceProcess OptimizationData QualityDocumentationReportingProcurementData Visualization

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Responsibilities

• CRM & Data Optimization (40%) • Translate qualitative customer and prospect insights into actionable quantitative data within our CRM to further the depth and quality of our community relationships. • Architect a scalable framework for relationship tagging that balances depth of insight with ease of use across teams • Proactively identify and resolve Salesforce data gaps, partnering with the sales team to drive sustainable data quality improvements • Own the build and ongoing maintenance of key databases, ensuring data is consistently entered, organized, and ready to activate • Manage the intersection of data across platforms (e.g., ensuring relationship and network data in Polinode aligns with and is enriched by what lives in Salesforce and other tools) • Process Optimization (25%) • Evaluate existing workflows and lead initiatives to automate or streamline inefficiencies • Establish and maintain SOPs and documentation that help the team scale, including things like tear sheets pre-event, post-event upload protocols, and other repeatable processes that keep the team moving efficiently • Support leadership in cultivating a network where relationships are actively nurtured, not just tracked • Map and maintain relationship data across people, companies, and consultants to surface connection opportunities and referral pathways • Conduct Relationship Gap Analysis to surface unknown and dormant relationships in the network and trigger re-engagement workflows to deepen community ties for leadership • Track market intelligence such as RFP activity and procurement cycles that create strategic value across the network • Assist leadership in identifying where the community has gaps, momentum, or untapped potential • Track engagement patterns across the network to help leadership prioritize where to invest time and relationships • Build reporting that keeps leadership informed on referral exchanges, pending opportunities, and follow-up needs • 5–7 years in a role centered around relationship management, strategic partnerships, network development, or other similar field • Proficiency in Salesforce and data visualization tools • Analytical mindset with a track record of improving systems, not just managing them • Genuinely curious about people, networks and how relationships drive business outcomes • What SmithRx Offers You: • Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance • Flexible Spending Benefits • 401(k) Retirement Savings Program • Short-term and long-term disability • Discretionary Paid Time Off • Paid Company Holidays • Wellness Benefits • Commuter Benefits • Paid Parental Leave benefits • Employee Assistance Program (EAP) • Well-stocked kitchen in office locations • Professional development and training opportunities

Benefits

• 401(k) Retirement Savings Program • Short-term and long-term disability • Discretionary Paid Time Off • Paid Company Holidays • Employee Assistance Program (EAP) • Well-stocked kitchen in office locations • Professional development and training opportunities

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