About The Position

The Director of CRM and Strategic Initiatives will lead high-impact, strategic initiatives related to growth across the enterprise. Working closely with Sales leadership and other key stakeholders, you will take on complex strategic and operational challenges with the goal of building creative and novel solutions to achieve patient attributions and patient transitions to Herself Health plans from various types of health insurances. In addition, you will assist with the development of our go-to-market strategy, and the advancement of analytics to support patient transitions. In this role, you will need to be prepared to build out and integrate our CRM tool as a business intelligence and measurement tool that enables the enterprise to measure success toward goals and make fact-based adjustments to maximize patient transitions/attribution. In addition you will manage and coach our Onboarding Specialists to ensure maximum success.

Requirements

  • Bachelor’s degree in marketing, business administration or related field
  • CRM management responsibility. Sales certification preferred
  • At least 10 years of professional experience in health plan and or provider sales and patient transition
  • Self-motivation with strong interpersonal, communication, presentation and organizational skills
  • Strong analytical capabilities and data-driven mentality, with strong data mining capability
  • Proven ability to influence and lead cross-functional teams
  • Role may require travel periodically, as needed
  • Must be eligible to work in the US

Responsibilities

  • Identify and develop CRM development and reporting that enables transparency and maximizes performance
  • Significantly impact patient attribution rates
  • Lead initiatives to improve effectiveness of existing channels, including implementing strategic adjustments, technology enablement, and process improvement
  • Drive improved analytics & reporting related to sales & retention
  • Analyze customer acquisition cost
  • Develop reports, track KPIs, organize and lead meetings to review performance
  • Identify opportunities and support improvements to new patient journey in order to drive better patient experience and transition
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