Patient Retention Professional

CenterWell
$65,000 - $88,600Remote

About The Position

The Patient Retention Professional plays a key role in enhancing patient experience and ensuring continuity of care during transitional moments such as provider departures, center relocations, and mergers & acquisitions. This role is responsible for day-to-day program operations, executing outreach strategies, and bringing strategic plans to life through project coordination and cross-functional collaboration. This individual is highly organized and detail-oriented, with strong project management skills and a working understanding of data and reporting. They serve as a key operational partner responsible for preparing materials, coordinating workflows and outreach efforts, and ensuring all program components are delivered on time to drive strong retention outcomes.

Requirements

  • Bachelor's degree in marketing, business, or a related field
  • 4+ years of experience in project coordination, program management, operations, or similar role, ideally in healthcare
  • Strong organizational and planning skills with the ability to manage multiple projects across cross-functional teams
  • High attention to detail with a focus on execution quality and follow-through
  • Excellent interpersonal and communication skills, with the ability to collaborate effectively and deliver clear materials and trainings
  • Comfort working with data, including compiling reports, managing lists, and supporting ongoing reporting needs
  • Ability to travel to CenterWell / Conviva Clinics and Leadership Workshops as needed
  • Self-provided internet service must meet minimum criteria: download speed of 25 Mbps and upload speed of 10 Mbps; wireless, wired cable or DSL connection is suggested.
  • Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.

Nice To Haves

  • Experience supporting outreach programs or customer/patient communication initiatives
  • Proficiency in project management tools (e.g., Monday.com, Microsoft Project)
  • Basic proficiency in design tools (e.g., Adobe Acrobat or similar) to edit and adapt templates
  • Familiarity with CRM or outbound communication tools
  • Exposure to reporting tools or dashboards (e.g., Power BI)

Responsibilities

  • Support the implementation of attrition mitigation initiatives across use cases by managing day-to-day activities, coordinating tasks across teams, and ensuring deliverables are completed on schedule.
  • Assist in project intake, tracking, and execution by maintaining detailed project plans, providing workstream updates, and following up with stakeholders to keep initiatives on track.
  • Utilize templates to prepare patient-facing and staff-facing materials, ensuring accuracy, consistency, and readiness for each initiative. Materials may include letters, call scripts, talking points, and event invitations.
  • Partner with operational and call center teams to ensure workflows, tools, and processes are in place to support outreach initiatives.
  • Support training and readiness efforts by preparing materials and facilitating targeted sessions, equipping teams with the resources and guidance needed to execute outreach effectively and deliver a positive patient experience.
  • Compile, validate, and share program data and performance updates, and maintain data integrity within tracking tools to support ongoing reporting. Gather and prepare outreach lists for patient communications, ensuring data quality and submitting finalized files for execution.

Benefits

  • medical
  • dental
  • vision benefits
  • 401(k) retirement savings plan
  • time off (including paid time off, company and personal holidays, paid parental and caregiver leave)
  • short-term and long-term disability
  • life insurance
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