Enrollment Coordinator

InnovAge Holding Corp.; Sacramento (CA); On-site; USD 44,925,000 - 44,998,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

Disability & life insurance

401(k) with company match

Paid time off

Company paid holidays

Flexible spending accounts

Job summary

InnovAge Holding Corp. is seeking an Enrollment Coordinator to drive timely enrollment of PACE participants and refine enrollment policies. You will work with Operations, Sales & Marketing, and Finance to build quality reporting and ensure data integrity in CRM.

You will spearhead CRM improvements, train new users, and develop enrollment metrics while collaborating with enrollment leadership and EFD to optimize processes and reporting across centers.

Qualifications

• 2+ yrs healthcare experience working closely with a sales team in an analytical role including financial/data analysis.
• Strong technology acumen and analytical capabilities with project management skills.
• Excellent computer skills including CRM, e‑mail, MS Office and databases.
• Proactive problem solving with ability to meet deadlines in a fast‑paced environment.
• Ability to plan, organize and implement enrollment programs and procedures.
• Bachelor’s degree in a relevant field or related experience in lieu of degree.

Responsibilities

• Lead enrollment initiatives to ensure timely enrollment of PACE participants.
• Refine enrollment policies and standards and monitor ongoing staff participation.
• Coordinate with Operations, Sales & Marketing and Finance to build reporting metrics and schedules.
• Become SME in the CRM environment and support new hires on the system.
• Extract and analyze enrollment data to develop optimization opportunities.
• Collaborate with Sales, Marketing and EFD to develop new enrollment reporting.

Skills

Healthcare analytics

CRM systems

Data analysis

Project management

Process improvement

Communication skills

Team collaboration

Education

Bachelor’s in Business Admin / Healthcare Admin / Public Health

Tools

CRM software

MS Office

Email clients

Job description

The Enrollment Coordinator will take the lead on ensuring widespread, consistent, and timely enrollment of PACE participants. The role is charged with refining policies and standards around the enrollment process, and monitoring and encouraging ongoing participation by staff at all levels across the organization. Reports to the Enrollment Manager with a dotted line reporting to the Regional Sales Director.

The role entails general internal data stewardship and will work with Operations, Sales & Marketing and Finance to build quality reporting metrics as well as assist in ensuring timely updates to operations. This role helps oversee, coordinate, improve and enhance the enrollment process including process, data, etc. in accordance with current and future InnovAge practices.

The Enrollment Coordinator will work with enrollment leadership to spearhead and prioritize improvements to the CRM environment, regularly convening stakeholders to discuss new initiatives, ongoing quality metrics, and utilization statistics to proactively manage the information resources needed for internal decision making and internal metrics accountability around enrollment.

• With the goal of achieving or exceeding all monthly sales and enrollment goals for their region, ensure that required data and documents are in place in CRM application for actively enrolling prospective participants.
• Ensure that all required data related to new enrollments is complete and checked for quality in the CRM application to meet company established deadlines.
• Collaborate with sales and marketing to assist teams with web qualifier lead follow up, phone inquiries, tours, document retrieval and finalization as necessary.
• Establish process to track and optimize submission activity for level of care evaluations and scheduling.
• Notify key stakeholders of delayed or missing data and/or document submissions to ensure timely review for potential enrollment.
• Develop tracking to optimize the enrollment process – including submission activity and Medicaid punch-list tracking.
• Become SME in CRM application and act as system administrator. Support new FTE’s on the CRM system as they are on‑boarded.
• Evaluate processes and systems around enrollment including interaction with Sales and Eligibility & Financial Determination (EFD) departments to identify opportunities to improve efficiencies and productivity.
• Support enrollment manager to develop enrollment training documentation as needed to provide users a single source for processes, systems, and resources to support consistency across all centers.
• Extract and analyze enrollment data from various systems to analyze opportunities in the process from inquiry through Medicaid approval to help develop enrollment metrics and enhance/optimize the enrollment process.
• Collaborate with Sales & Marketing and EFD to further develop and create new reporting to enhance the enrollment process.
• Provide analysis, outcomes and solutions from the data and reporting.
• Act as a liaison between Sales and Enrollment to optimize the enrollment process – including scheduling of intakes, follow‑up on unresponsive prospects, visit days, PMIP’s, Initial PA’s, SW assignment, etc.
• Act as a liaison between Enrollment and Operations to maintain funnel health and update Operations to prepare for enrollments.
• Act as a liaison between Enrollment and EFD to optimize the enrollment process – including punch‑list deliverables.
• participate via attending daily sales and enrollment team meetings.

REQUIRED

• 2+ yrs healthcare experience working closely with a sales team in an analytical role completing financial/data analysis.
• Strong technology acumen, analytical capabilities, project management skills, structured process thinking, and process improvement expertise.
• Excellent computer skills including CRM, e‑mail, MS Office products, and other databases as assigned.
• Demonstrated proactive approach to problem‑solving with strong decision‑making capability and the ability to achieve performance goals and meet deadlines in a fast‑paced environment.
• Ability to set priorities and work well with all levels of personnel.
• Proven written and oral communication skills.
• Ability to plan, organize, develop, implement and interpret the programs, goals, objectives, and policies and procedures that are necessary for optimizing enrollment.
• Proven decision making and analytical skills
• Bachelors in Business Administration, Healthcare Administration, Public Health, or another human services related field from an accredited college/university or related experience in lieu of degree

InnovAge is dedicated to empowering seniors to live independently, allowing them to age in their own homes and communities safely. InnovAge offers an alternative to nursing homes through its Program of All-inclusive Care for the Elderly (PACE), which provides enrolled seniors with customized healthcare and social support at PACE Adult Day Health Centers. These centers are staffed by medical professionals who are committed to creating personalized care plans for each participant. At InnovAge, our team members are our greatest asset and have a significant impact on the lives of our participants every day. When you join InnovAge, you'll work alongside talented, respectful, and passionate colleagues within a patient‑centered care model.

InnovAge is committed to equal opportunity and affirmative action, and we strive to create a diverse and inclusive workplace. We consider all qualified candidates for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity/expression, national origin, disability, protected veteran status, pregnancy, or any other protected status. Salaries are determined by various factors such as qualifications, experience, and location, and do not include potential bonuses or benefits. Our extensive benefits package includes medical/dental/vision insurance, short and long‑term disability, life insurance and AD&D, supplemental life insurance, flexible spending accounts, 401(k) savings, paid time off, and company‑paid holidays.

Applicants are considered until the position is filled.

$26.11 - $32.64

Compensation Disclaimer

The pay may vary depending on job related factors, such as work location, experience, knowledge, skills, education, certifications, training and internal equity. InnovAge offers a comprehensive benefits package, which includes medical, dental, vision, 401(k) plan with company match, short and long‑term disability, life insurance, supplemental life insurance, ADD, flexible spending account, paid time off and company paid holidays.

Attention Florida Applicants

This position requires a background screening through the Florida Care Provider Background Screening Clearinghouse. For more information, please visit the Clearinghouse Education and Awareness website: https://info.flclearinghouse.com