Community Outreach and Referral Specialist

Vetted Solutions; Lynn (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Vetted Solutions is seeking a Community Partnerships and Referral Specialist to respond to inquiries from seniors, caregivers, and professionals, and guide them through referral and enrollment processes.

You will conduct needs assessments, document outcomes in the CRM, and collaborate with enrollment and marketing teams to build relationships with senior housing communities and identify prospective participants.

Qualifications

• Excellent communication and customer service with diverse stakeholders.
• Able to assess needs and coordinate next steps.
• Experience with CRM documentation and enrollment workflows.
• Comfort handling sensitive information.

Responsibilities

• Handle inbound and outbound referrals and service inquiries.
• Conduct needs assessments and guide enrollment processes.
• Document interactions and referral outcomes in the CRM.
• Collaborate with enrollment and marketing teams to support participant engagement.
• Retrieve and manage medical records as needed for enrollment.
• Participate in office hours at senior housing to build relationships.

Skills

Communication

Customer Service

Stakeholder Management

Relationship Building

Community Outreach

Tools

CRM software

Job description

Community Partnerships and Referral Specialist

Responds to information and referral inquiries from seniors, caregivers, and professionals, providing accurate details about PACE services. Assesses needs and coordinates referrals to support enrollment.

Key duties

• Handle inbound and outbound calls for referrals and service inquiries.
• Conduct needs assessments and guide individuals through referral and enrollment processes.
• Document all interactions and referral outcomes in the CRM.
• Collaborate with enrollment and marketing teams to support participant engagement.
• Retrieve and manage medical records as needed for enrollment.
• Participate in office hours at senior housing to build relationships and identify prospective participants.

Qualifications & Skills

• Strong communication and customer service skills with diverse stakeholders.
• Ability to assess needs, provide accurate program information and coordinate next steps.
• Proficiency with CRM documentation and follow-up processes.
• Experience working with sensitive information and supporting enrollment workflows.
• Relationship-building skills and community outreach mindset.