Part-Time Marketing Operations Specialist at Health Care Connectors in Greenwich, CT

Job description

• At Health Care Connectors, we are committed to creating a supportive, collaborative, and rewarding work environment where employees can grow and make a meaningful impact. When you join our team, you will:
• Work in a supportive and collaborative clinical environment
• Deliver meaningful one-on-one care to patients in their homes
• Be part of a growing and innovative home healthcare organization
• Have opportunities for professional growth and continued learning
• Make a direct impact on patient outcomes and quality of life
• The Part-Time Marketing Operations Specialist is responsible for monitoring, analyzing, and reporting on marketing and business development performance across Health Care Connectors.
• This role will utilize Salesforce and other data sources to evaluate referral activity, referral-source performance, sales activity, conversion rates, admissions, territory performance, and overall marketing effectiveness. The Marketing Operations & Data Specialist will transform raw data into actionable insights that help leadership and the Business Development team determine where to focus resources, strengthen referral relationships, and identify opportunities for growth.
• This position will also support Salesforce data integrity, reporting, dashboard development, and process improvement to ensure leadership has accurate and meaningful information when making business decisions.
• The ideal candidate is analytical, highly detail-oriented, comfortable working with large amounts of data, and experienced with Salesforce reporting and CRM management.

Responsibilities

• Monitor and analyze marketing, business development, referral, and sales performance data
• Maintain and monitor Salesforce data to ensure information is accurate, complete, consistent, and current
• Develop and maintain Salesforce reports and dashboards for leadership and business development teams
• Track referral volume, referral sources, admissions, conversion rates, sales activity, account performance, and territory performance
• Analyze referral trends to identify increases, decreases, patterns, and potential opportunities for growth
• Evaluate referral-source performance to determine which accounts are generating referrals and admissions
• Compare business development activity, including account visits and outreach efforts, against actual referral and admission results
• Identify referral sources receiving significant outreach with limited return and provide data-driven recommendations for follow-up or strategy adjustments
• Identify high-performing, declining, inactive, and emerging referral sources
• Monitor lead and referral progression through the sales and admission pipeline
• Analyze referral-to-admission conversion rates and identify potential barriers or areas of opportunity
• Develop weekly, monthly, and quarterly reports summarizing marketing and business development performance
• Create dashboards and visual reports that allow leadership to quickly understand key performance indicators and trends
• Assist leadership with territory analysis, pipeline reporting, forecasting, and business development planning
• Monitor established marketing and business development KPIs and identify significant changes in performance
• Analyze marketing campaign and community outreach performance when applicable
• Support market and territory analysis to identify prospective referral sources and opportunities for expansion
• Conduct routine Salesforce audits to identify duplicate, incomplete, inaccurate, or outdated information
• Maintain CRM standards and assist with establishing consistent processes for data entry and activity tracking
• Identify opportunities to improve Salesforce workflows, reporting processes, and overall CRM utilization
• Partner with Business Development and Intake teams to ensure referral and admission data is captured accurately
• Provide actionable insights and recommendations based on marketing and business development data
• Assist with special marketing analytics, business development, and organizational growth projects as needed
• Perform other duties as assigned

Requirements

• Bachelor’s degree in Marketing, Business Administration, Data Analytics, Healthcare Administration, Finance, or a related field preferred
• 2–4 years of experience in Marketing Operations, Sales Operations, Business Analytics, Revenue Operations, Data Analytics, or a related role preferred
• Hands-on Salesforce experience required
• Experience developing and maintaining Salesforce reports and dashboards
• Strong Microsoft Excel skills, including experience organizing, analyzing, and presenting data
• Experience analyzing sales, marketing, referral, pipeline, or operational performance data
• Strong analytical skills with the ability to identify trends, patterns, inconsistencies, and opportunities within data
• Ability to translate complex data into clear, actionable recommendations for leadership
• Strong attention to detail and commitment to maintaining accurate and reliable data
• Experience with data visualization and reporting tools preferred
• Knowledge of CRM data management, lead tracking, pipeline management, and sales processes
• Healthcare, home health, hospice, or healthcare services experience is a plus
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• Ability to work independently and manage priorities within a part-time schedule
• Strong problem-solving skills with a proactive and solutions-oriented approach
• Ability to collaborate effectively with Business Development, Marketing, Intake, Operations, and senior leadership
• Salesforce Administrator or related certification is a plus

Skills

Required

• Hands-on Salesforce experience
• Strong Microsoft Excel skills
• Strong analytical skills
• Strong attention to detail
• Strong problem-solving skills

Benefits

• Hourly Rate: $30–$40 per hour, commensurate with experience, Salesforce proficiency, and analytical background.