Salesforce Jobs in Winnetka, CA

Qualifications: Minimum of 10 years of experience required with data and metrics analysis.

Minimum of five years experience working in analytics with hospitals and health plans.

Advanced proficiency required with VBA, SQL, Salesforce, Excel and Access.

High-level skills using web applications and all browsers; ability to teach others how to use web-based database functions.

Demonstrated experience using Microsoft Office computer applications, including Word, Access, Outlook and SharePoint.

Advanced knowledge of Excel required.

Detail-oriented with strong follow-through and ability to work independently given standard guidelines and checklists.

Good writing and communication skills.

Able to draft grammatically correct and professional email messages.

Demonstrated experience in working successfully with minimal supervision.

Must have knowledge of medical and health care terminology.

Ability to complete HIPAA training and implement high-level protections on patient information and confidentiality.

Must work effectively independently and in a team setting.

Ability to relate well with internal and external customers.

Quality/Metrics: Gather and perform analysis on data from Salesforce, Loopback, Excel, and other databases as required.

Perform data cleaning as needed to ensure data are consistent and analyzable.

Create data reports, charts, graphs and tables for regular reporting to program leads and external partners.

Export data from software systems and program tracking logs for agency reporting.

Assemble reports, papers and presentation materials as directed.

Collect data through phone and in-person interviews.

Record or transcribe data in accordance with project and funding source guidelines.

Perform literature reviews (locating, listing &/or abstracting articles).

Enter literature references into shared database (such as EndNote) Responsibilities: Data cleaning, formatting, and maintenance as needed.

Data visualization and analysis of program metrics.

Data Entry for the program(s) assigned.

Program reporting/billing/invoicing support.

Administrative duties as needed (Mailing and other assigned work) Establish and maintain systems for program accountability – reports track performance.

Attend and ensure follow up after all meetings and presentations – minutes, reports, action plans, assignments, and etc.

Monitors performance, responsibilities of field staff with respect to database management, metrics, and documents.

Reports all errors in systems, workflows, and both internal and external individuals.

Completes reporting (both internal and contractual requirements) with thorough knowledge and understanding of what is being reported.

Develops and maintains a current understanding of the Department’s Contractual Agreements.

Must have professional verbal and written skills, computer/software skills.

Assists with both internal and external customer service calls, emails, and requests.

Other Miscellaneous tasks assigned, as needed.

SQL Server database design, implementation, troubleshooting Develop, optimize, and maintain complex T-SQL queries, stored procedures, indexes, constraints; resolve performance issues, deadlocks, and contentions using traces, execution plans, and profiling.

Design, develop, test, and implement ETL/ELT processes using Talend for data extraction, transformation, and loading from diverse sources, including Salesforce CRM data.

Administer and optimize Talend environment, including job scheduling, dependencies, monitoring, automation, patches, upgrades, and performance tuning.

Integrate Salesforce data (e.g., via APIs, connectors) into SQL Server databases and data warehouses, ensuring data quality, synchronization, and real-time/ batch processing.

Collaborate face-to-face/with business stakeholders to analyze requirements, gather specifications, evaluate data sources/targets, and design solutions that improve business performance.

Lead ETL development activities, ensure code quality, provide feedback on performance.

Support enterprise data warehouse, data marts, and business intelligence initiatives; perform source data analysis and dimensional modeling.

Develop and automate processes using scripting.

Provide tier 2/3 support, evaluate production issues, recommend improvements, and participate in project planning following Agile methodologies.

Perform proactive performance optimization, and data synchronization across environments Mentor staff, recommend process enhancements, and contribute specialized knowledge across IT and business operations.

Document data integration processes, workflows, ETL designs, data mappings, technical specifications, and system configurations Manage version control, deployments Collaborate on testing (unit, integration, UAT Translated business requirements into actionable data specifications, documentation, and code solutions using Salesforce Object Manager and official documentation Reviewed Salesforce release notes, verified production deployments, and conducted feature testing across sandbox and production environments with detailed feedback submission Developed and maintained complex SOQL queries to support data team operations, reporting, and analytics needs Designed and built custom Salesforce reports to support data operations and Enhanced Care Management (ECM) programs Developed and deployed end-to-end solutions for processing health plan MIF data, enabling efficient insert, update, and reporting workflows for Lead and Case objects Performed large-scale data inserts, updates, and migrations using Salesforce Data Loader in both sandbox and production environments Extracted, analyzed, and transformed backend Salesforce data using Talend and SQL to produce accurate reports for compliance, billing, and operational needs Identified and resolved reporting discrepancies and data quality issues through root-cause analysis and targeted corrections Cleaned, standardized, and transformed referral data for mass uploads into Salesforce while enforcing validation rules and workflow requirements Created Salesforce-based error reports that enabled program teams to quickly identify and correct data entry issues Conducted data gap analyses against vendor reporting requirements and designed field transformations and new data structures to meet compliance and reporting standards Integrated offshore datasets with Salesforce records to address missing or incomplete data, improving accuracy for reporting and billing Reduced manual data entry and correction efforts by automating large-scale updates, inserts, and fixes via Salesforce Data Loader Maintained vendor zip code records in Salesforce to ensure accurate service area tracking, correct billing rates, and reliable historical reference Partners in Care Foundation is an equal opportunity employer.

We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.

It is our intent to maintain a work environment which is free of harassment, discrimination, or retaliation because of age, race (including hair texture and protective hairstyles, such as braids, locks, and twists), color, national origin, ancestry, religion, sex, sexual orientation, pregnancy (including childbirth, lactation/breastfeeding, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics, as well as those of family members), veteran status, uniformed service member status, gender, gender identity, gender expression, transgender status, arrest or conviction record, domestic violence victim status, credit history, unemployment status, caregiver status, sexual and reproductive health decisions, salary history or any other status protected by federal, state, or local laws.

All qualified applicants will receive consideration for employment and reasonable accommodations may be made to enable qualified individuals to perform the essential functions of the position.
Remote working/work at home options are available for this role.

The Clinical Consultant – RN provides clinical leadership, consultation, and oversight across care management programs.

This role supports interdisciplinary care teams serving individuals with complex medical, behavioral health, and social needs, including people experiencing homelessness, serious mental illness, substance use disorders, chronic disease, and socioeconomic instability.

The Clinical Consultant – RN partners with Care Managers, Behavioral Health clinicians, Primary Care Providers, hospitals, Managed Care Plans, and community-based organizations to ensure high-quality, whole-person, and evidence-based care.

This position plays a critical role in care planning, clinical decision-making, transitions of care, medication management, quality improvement, and staff development while addressing social determinants of health and system barriers to care.

Essential Duties and Responsibilities Clinical Oversight & Consultation Provide clinical support and consultation to Care Managers, and interdisciplinary care teams across care management programs.

Serve as a clinical resource for chronic disease management, medication monitoring, and complex case review.

Guide staff in ensuring member safety and provide immediate consultation and escalation support for high-risk clinical situations.

Ensure clinical services align with evidence-based practices, regulatory standards, and program contracts, including requirements with Managed Care Plans (MCPs).

Care Planning & Coordination Provide clinical oversight and tracking of comprehensive intake assessments.

Participate in the development, review, and approval of patient-centered care plans, including initial plans and required updates.

Monitor progress toward care plan goals and recommend adjustments based on clinical findings and data.

Collaborate with Primary Care Providers, Behavioral Health clinicians, specialists, ACOs, MCOs, hospitals, and community partners to ensure services outlined in care plans are delivered.

Coordinate hospital admissions, discharges, and transitions of care to promote continuity, safety, and prevent avoidable readmissions.

Perform timely medication reconciliation following transitions of care and support medication adherence.

Data, Quality Improvement & Compliance Use data to evaluate outcomes of targeted interventions and assist in modifying care plans and care strategies accordingly.

Participate in quality improvement initiatives, audits, peer reviews, and program evaluations conducted by internal leadership, health plans, or external administrators.

Monitor continuous quality improvement measures through documentation review, clinical consultation, and chart audits.

Oversee charting and documentation standards to ensure compliance with contracts, program requirements, and organizational policies.

Documentation & Systems Complete and review care plans, assessments, and case notes using required systems (e.g., Salesforce, EHRs, or health plan platforms).

Maintain accurate, timely, and compliant documentation using SMART format where applicable.

Ensure confidentiality and compliance with HIPAA and all applicable federal and state regulations.

Staff Development & Team Collaboration Provide staff development training, coaching, and clinical guidance for care management staff.

Participate in weekly, bi-weekly, and monthly interdisciplinary care team meetings to review client progress, evaluate program effectiveness, and develop strategies to enhance care delivery.

Present cases and clinical insights during scheduled case conferences.

Attend required trainings, webinars, meetings, and conferences to maintain clinical excellence and program knowledge.

Support and expand programming that addresses social determinants of health and strengthens connections to community-based organizations.

Promote monthly health promotion topics and materials aligned with program priorities.

Expectations & Professional Standards Prioritize client health, safety, dignity, and self-determination.

Communicate with professionalism, tact, and cultural humility.

Demonstrate the ability to work under pressure and manage multiple complex priorities.

Maintain strict confidentiality and ethical standards.

Adapt effectively to change and support continuous improvement.

Model openness, honesty, accountability, and teamwork.

Demonstrate sensitivity to cultural, linguistic, and socioeconomic diversity.

Adhere to organizational safety policies, compliance standards, and guiding principles.

Required Qualifications Active and unrestricted Registered Nurse (RN) license in the State of California, in good standing.

Experience working with vulnerable populations, including individuals with histories of trauma, homelessness, substance use disorders, serious mental illness, or socioeconomic stress.

Strong clinical assessment, critical thinking, and problem-solving skills.

Comfort working autonomously in community-based and outreach settings.

Experience using data to track outcomes and measure performance.

Basic computer proficiency, including email, spreadsheets, and electronic documentation.

Valid California Driver’s License and proof of auto liability insurance meeting state of California minimum requirements.

Knowledge and applied practice of HIPAA compliance and healthcare regulations.

Preferred Qualifications Bilingual in English and Spanish.

Partners in Care Foundation is an equal opportunity employer.

We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.

It is our intent to maintain a work environment which is free of harassment, discrimination, or retaliation because of age, race (including hair texture and protective hairstyles, such as braids, locks, and twists), color, national origin, ancestry, religion, sex, sexual orientation, pregnancy (including childbirth, lactation/breastfeeding, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics, as well as those of family members), veteran status, uniformed service member status, gender, gender identity, gender expression, transgender status, arrest or conviction record, domestic violence victim status, credit history, unemployment status, caregiver status, sexual and reproductive health decisions, salary history or any other status protected by federal, state, or local laws.

All qualified applicants will receive consideration for employment and reasonable accommodations may be made to enable qualified individuals to perform the essential functions of the position.
Remote working/work at home options are available for this role.