Onboarding Coordinator

AnewHealth; Columbus (OH); Remote; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical/dental/vision

401(k)

Paid time off and holidays

Job summary

AnewHealth is seeking an Onboarding Coordinator to guide prospective patients through initial assessments and scheduling with Onboarding Specialists. This remote role supports the onboarding process, handling outbound and inbound calls, and ensuring timely communications for a growing healthcare team.

The position requires strong organization, patient-focused communication, and experience in sales, marketing, or customer service. Works with cross-functional teams across territories.

Qualifications

• Associate’s degree or equivalent experience.
• Previous sales, marketing or customer service experience.
• Experience with scheduling and calendar management.

Responsibilities

• Call on prospective patients daily and schedule assessments with Onboarding Specialists.
• Handle inbound calls from patients and referral sources.
• Meet daily/weekly goals for assessments scheduled.
• Document calls, tasks and appointments in Salesforce.
• Communicate effectively with patients and team members.
• Maintain contact with referral sources and internal associates.

Skills

Sales experience

Customer service

Scheduling experience

Phone skills

Organizational skills

Communication skills

Prospecting knowledge

Education

Associate’s degree in related field

Tools

MS Office Suite

Salesforce

Job description

AnewHealth is one of the nation’s leading pharmacy care management companies that specializes in caring for people with the most complex, chronic needs—wherever they call home. We enable better outcomes for patients and the healthcare organizations who support them. Established in 2023 through the combination of ExactCare and Tabula Rasa HealthCare, we provide a suite of solutions that includes comprehensive pharmacy services; full-service pharmacy benefit management; and specialized support services for Program of All-Inclusive Care for the Elderly. With over 1,400 team members, we care for more than 100,000 people across all 50 states.

Job Details

The Onboarding Coordinator is the first impression of our ExactCare service for our prospective patients by scheduling, tracking, and monitoring the assessment schedules for our Onboarding Specialists. These initial scheduling calls will be essential to the overall success of our team as they will be the initial consultation with the prospective patient. The Onboarding Coordinator will be educating patient referrals on who we are, what we do, and how we make their lives better.

Responsibilities

• Call on prospective patients daily and schedule them for assessments with our Onboarding Specialists.
• Handle inbound calls from both patients and referral sources.
• Accountable for daily and weekly goals for assessments scheduled.
• Communicate effectively with patients.
• Work independently and also as a key member of the entire team.
• Maintaining constant contact with referral sources, Onboarding Specialists, and other internal associates.
• Place scheduled assessments on the Onboarding Specialist calendar.
• Document all calls, tasks and appointments in Salesforce.
• Create positive first impression of AnewHealth/ExactCare and the unique services we provide.
• Monitor and track daily assessments, assemble marketing materials, and conduct quality assurance calls.
• Participate in daily team huddles, attend training sessions and other ad-hoc meetings as needed.
• Embody AnewHealth’s Core Values in all communications and interactions.
• Other duties as assigned.

The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job. Not all of the duties may be assigned to a position.

Qualifications

Education

Associate’s degree in a related field, or equivalent experience to justify an exception.

Experience

• Previous sales, marketing, or customer service experience.
• Preferred: Previous outbound/inbound call center or scheduling experience, including cold calling.

Skills & Abilities

• Knowledge of sales processes, healthcare products and industry, preferred.
• Energetic yet compassionate phone skills required.
• Great problem-solving ability.
• Highly motivational and possesses persuasion skills.
• Ability to stay extremely organized.
• Capable of prioritizing and multi-tasking.
• Self-starter with little to no supervision needed.
• Excellent communication skills; oral, written, facilitation and presentation.
• Proficient in MS Office Suite, Salesforce or similar software.
• Passion to help people and enrich their lives.

Physical/Mental Demands

This position is administrative in nature and will present physical demands requisite to a position requiring: hearing, seeing, sitting, standing, talking, and walking. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Must be able to commute to multiple site locations within assigned territory. May be necessary to work extended hours as needed.

Schedule

This is a full-time position with an expectation to work an average of 40 hours per week and be available outside of normal business hours to meet customer expectations on an ad-hoc basis. Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed. This is a remote position.

Benefits

• Medical/dental/vision, flexible spending, company-paid life insurance and short-term disability as well as voluntary benefits, 401(k), Paid Time Off and paid holidays.
• Medical, dental and vision coverage are effective 1st of the month following date of hire.

AnewHealth provides equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, genetic information, or veteran status, or other legally protected classification in the state in which a person is seeking employment. Applicants are encouraged to confidentially self-identify when applying. Local applicants are encouraged to apply. We maintain a drug-free work environment.

Applicants must be eligible to work in this country.