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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce configuration and patient services processes, with a strong focus on project management, risk management, and stakeholder communication. Proven ability to lead cross-functional teams and deliver projects using Agile and Waterfall methodologies.
Highest-signal resume keywords
Salesforce ExpertiseProject ManagementAgile MethodologiesRisk ManagementPatient Services Domain Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce ConfigurationProject PlanningSDLCData ModelsIVR WorkflowJIRABusiness Process DocumentationAcceptance Criteria DefinitionTesting ScenariosContinuous Improvement
Soft Skills
Strong Communication SkillsStakeholder ManagementCollaborationProblem SolvingTraining and Change Management
Tools & Technologies
Microsoft OfficePolarisPSSPAWSNICE InConnect
Industry Keywords
Patient ServicesGovernance DocumentationCross-Functional CollaborationAgileWaterfall
Tech Stack
Tools & technologiesAWSSDLC
About the role
Key responsibilities & impact- Lead end-to-end project delivery aligned with business priorities, resourcing plans, and organizational strategy
- Define project scope, success metrics, timelines, and deliverables using scalable project management frameworks
- Facilitate planning sessions, sprint cycles, status reviews, and stakeholder touchpoints
- Identify, manage, resolve, and escalate project risks, dependencies, and issues
- Coordinate business SMEs, technical teams, and vendor partners
- Communicate project progress, risks, and impacts to technical and non-technical stakeholders
- Maintain governance documentation, project artifacts, and reporting
- Promote continuous improvement by evaluating outcomes and integrating learnings
- Translate business requirements into scalable Salesforce configuration solutions
- Define and enforce configuration standards across CRM components
- Champion customer needs in configuration decisions
- Collaborate with Business Analysts, Admins, and Development teams to plan and execute sprints
- Maintain governance and prioritization frameworks
- Review functional and technical designs for usability, scalability, and business alignment
- Participate in program governance and communicate goals, progress, and impact
- Serve as functional expert in patient services processes for an assigned disease area
- Document business processes, process flows, data flow diagrams, JIRA stories, and acceptance criteria
- Perform business impact assessments and define testing scenarios
- Partner on change management, training, and communication plans
- Create and provide end-user training
- Support delivery PODs with business questions, UAT scenarios, and functional expertise across patient support platforms including Polaris, PSSP, AWS, and NICE InConnect
- Write JIRA stories with clear problem definitions and acceptance criteria
- Maintain training materials and train power users on CRM capabilities
Requirements
What you’ll need- Bachelor’s degree with 4+ years of relevant experience OR master’s degree with 2+ years of relevant experience OR PhD OR associate's degree with 8+ years relevant experience OR High School Diploma with 10+ years of relevant experience
- Functional experience in the patient services domain with good process knowledge
- Expertise in Salesforce, IVR workflow, data models, and AI
- Proven experience running patient services operations and platform operations
- Strong program/project management and SDLC experience
- Experience working with teams across multiple time zones, such as Greece and India
- Demonstrated success delivering projects using Agile, Waterfall, or hybrid methodologies
- Strong skills in project planning, risk management, stakeholder management, and execution oversight
- Experience collaborating with cross-functional business partners and external vendors
- Proficiency in Microsoft Office tools
- Strong communication skills
- Ability to travel based on business needs
- Candidates must be authorized to be employed in the U.S. by any employer
- This position requires permanent work authorization in the United States
Benefits
Comp & perks- Global Performance Plan bonus target of 12.5% of base salary
- Eligibility to participate in Pfizer’s share based long term incentive program
- 401(k) plan with Pfizer Matching Contributions
- Additional Pfizer Retirement Savings Contribution
- Paid vacation, holiday and personal days
- Paid caregiver/parental and medical leave
- Medical, prescription drug, dental and vision coverage
- Relocation assistance may be available based on business needs and/or eligibility
