Community Outreach Specialist

Upward Health•Santa Fe County, New Mexico, NM

26d•$21 - $24

About The Position

The Community Outreach Specialist (COS) establishes Upward Health’s presence in the community and reaches potential patients. As the first point of contact for individuals seeking services, the COS educates patients about Upward Health’s offerings, engages them in meaningful conversations, and facilitates enrollment in programs. The COS manages a personal caseload, primarily through phone outreach, while also using in-person visits and other community-based strategies as needed. The role helps patients understand the services available and take the first steps toward improving their health. The COS reports to the Outreach Manager and works closely with other team members to support patient outreach and engagement efforts. The position requires strong communication and persuasion, relationship-building, organization, and independent management of outreach goals. The COS must adapt outreach methods to patients’ needs and preferences, manage follow-ups and documentation, and engage respectfully and compassionately with people from diverse cultural and socioeconomic backgrounds. Familiarity with local resources supports connecting patients to additional community-based services.

Requirements

Strong verbal communication and persuasive abilities.
Excellent interpersonal skills and the ability to build trust and rapport quickly.
Strong organizational and multitasking skills to manage a personal caseload efficiently.
Self-motivation and the ability to work independently and meet outreach goals.
Comfort working in a fast-paced environment and adapting outreach methods to different situations.
Proficiency with computer systems for documentation, communication, and managing outreach activities.
Flexibility in using phone, in-person meetings, and mailings for outreach.
Fluency in English.
Empathy and respect when working with individuals from diverse cultural and socioeconomic backgrounds.

Nice To Haves

Spanish proficiency.
Familiarity with local community resources.

Responsibilities

Establish Upward Health’s presence in the community and reach potential patients.
Educate potential patients about Upward Health’s services and benefits.
Engage potential patients in meaningful conversations and facilitate their enrollment in programs.
Manage a personal caseload, primarily using phone outreach and, as needed, in-person visits and other community-based strategies.
Adjust outreach approaches to patient needs and preferences.
Manage outreach activities, meet goals, and complete timely follow-ups.
Document patient information accurately and update company systems in a timely manner.
Address patient concerns and objections while maintaining trust.
Connect patients with relevant local resources and additional community-based services.
Work with other team members to support outreach and engagement efforts.
Provide a supportive onboarding experience for enrolled patients.