Job Description
Responsibilities 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 su