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manager of marketing outreach and engagement
TrueCare
Donor Relations Manager
TrueCare San Marcos, California
At TrueCare, we believe that everyone deserves access to excellent healthcare. For over 50 years we have been helping patients and families have timely, affordable, and expert healthcare. Joining us is just a click away. Health inside. Welcome in. Yo ur Role & Impact The Donor Relations Manager (DRM) works under the direction of the Public Information and Philanthropy Officer and is responsible for supporting fundraising efforts and fostering meaningful connections with TrueCare's donor community. The DRM plays a key role in expanding TrueCare's donor base by spearheading internal and external donor campaigns. The Donor Relations Manager manages initiatives through various marketing and communication strategies and donor database systems. The DRM collaborates closely with other departments, as well as outside agencies.The Donor Relations Manager (DRM) works under the direction of the Public Information and Philanthropy Officer and is responsible for supporting fundraising efforts and fostering meaningful connections with TrueCare's donor community. The DRM plays a key role in expanding TrueCare's donor base by spearheading internal and external donor campaigns. The Donor Relations Manager manages initiatives through various marketing and communication strategies and donor database systems. The DRM collaborates closely with other departments, as well as outside agencies. Develops, cultivates, and consistently maintains strong relationships with current donors, ensuring continued engagement and support. Researches potential donors, foundations, and development opportunities. Oversees the creation and development of compelling content aimed at current and prospective donors, content will be developed using various mediums including, but not limited to, written materials, digital newsletters, visual assets, videos, social media content, website copy, and donor-focused communication. Collaborates with PIPO to analyze insights to refine and optimize content strategies. Devises and executes internal and external fundraising campaigns, events, and initiatives to maximize donation opportunities. Stays updated with new and innovative fundraising trends and best practices for potential implementation into TrueCare strategies. Ensures donor brand standards are maintained both internally and externally. Collaborates with MarCom department to create new social media channels to enhance donor engagement and support departmental initiatives. Plans and oversees engagement events aimed at celebrating current donor base and increasing unique support and awareness of TrueCare's mission. Maintains accurate donor records, ensuring data accuracy for effective tracing and long-term communication. Tracks gifts and fulfills reporting requirements to identified stakeholders. Identifies and recommends new donor software to expand reach and maintain department goals and objectives. Works collaboratively with PIPO to develop and implement donor recognition strategies, including acknowledgment programs, donor appreciation events, and personalized communication strategies. Develops campaigns to facilitate strategic partnerships with potential corporate sponsors, foundations, and community partners. What We're Looking For Bachelor's degree in Communications, Marketing, Business Administration or relevant area. 5 or more years of experience in fundraising. Experience in managing databases and fundraising software. Working knowledge of social media marketing, corporate communication, and copywriting. Proven track record of planning successful fundraising events and strategies. Excellent communication and interpersonal skills. Availability to travel and/or work occasionally outside of normal shifts (e.g., 8am to 5pm) Why Join Us We're a mission-driven healthcare organization committed to making quality care accessible for everyone. Here, you'll have the opportunity to: Make a direct impact on community health Collaborate with passionate, supportive colleagues Grow your skills through training and outreach experience Perks & Benefits: Competitive pay Generous paid time off Low-cost health, dental, vision & life insurance Join us in building healthier communities through education, outreach, and compassionate care! The pay range for this role is $80,850 - $121,274 on an annual basis based on experience and internal equity. Pay transparency: If you are hired at TrueCare, your salary will be determined based on factors such as education, knowledge, skills, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members when determining an offer. TrueCare is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of any characteristic protected by applicable federal, state, or local law. Our goal is to support all team members recruited or employed here. Powered by JazzHR Compensation details: 74 PIe30412c054e1-9798
07/10/2026
Full time
At TrueCare, we believe that everyone deserves access to excellent healthcare. For over 50 years we have been helping patients and families have timely, affordable, and expert healthcare. Joining us is just a click away. Health inside. Welcome in. Yo ur Role & Impact The Donor Relations Manager (DRM) works under the direction of the Public Information and Philanthropy Officer and is responsible for supporting fundraising efforts and fostering meaningful connections with TrueCare's donor community. The DRM plays a key role in expanding TrueCare's donor base by spearheading internal and external donor campaigns. The Donor Relations Manager manages initiatives through various marketing and communication strategies and donor database systems. The DRM collaborates closely with other departments, as well as outside agencies.The Donor Relations Manager (DRM) works under the direction of the Public Information and Philanthropy Officer and is responsible for supporting fundraising efforts and fostering meaningful connections with TrueCare's donor community. The DRM plays a key role in expanding TrueCare's donor base by spearheading internal and external donor campaigns. The Donor Relations Manager manages initiatives through various marketing and communication strategies and donor database systems. The DRM collaborates closely with other departments, as well as outside agencies. Develops, cultivates, and consistently maintains strong relationships with current donors, ensuring continued engagement and support. Researches potential donors, foundations, and development opportunities. Oversees the creation and development of compelling content aimed at current and prospective donors, content will be developed using various mediums including, but not limited to, written materials, digital newsletters, visual assets, videos, social media content, website copy, and donor-focused communication. Collaborates with PIPO to analyze insights to refine and optimize content strategies. Devises and executes internal and external fundraising campaigns, events, and initiatives to maximize donation opportunities. Stays updated with new and innovative fundraising trends and best practices for potential implementation into TrueCare strategies. Ensures donor brand standards are maintained both internally and externally. Collaborates with MarCom department to create new social media channels to enhance donor engagement and support departmental initiatives. Plans and oversees engagement events aimed at celebrating current donor base and increasing unique support and awareness of TrueCare's mission. Maintains accurate donor records, ensuring data accuracy for effective tracing and long-term communication. Tracks gifts and fulfills reporting requirements to identified stakeholders. Identifies and recommends new donor software to expand reach and maintain department goals and objectives. Works collaboratively with PIPO to develop and implement donor recognition strategies, including acknowledgment programs, donor appreciation events, and personalized communication strategies. Develops campaigns to facilitate strategic partnerships with potential corporate sponsors, foundations, and community partners. What We're Looking For Bachelor's degree in Communications, Marketing, Business Administration or relevant area. 5 or more years of experience in fundraising. Experience in managing databases and fundraising software. Working knowledge of social media marketing, corporate communication, and copywriting. Proven track record of planning successful fundraising events and strategies. Excellent communication and interpersonal skills. Availability to travel and/or work occasionally outside of normal shifts (e.g., 8am to 5pm) Why Join Us We're a mission-driven healthcare organization committed to making quality care accessible for everyone. Here, you'll have the opportunity to: Make a direct impact on community health Collaborate with passionate, supportive colleagues Grow your skills through training and outreach experience Perks & Benefits: Competitive pay Generous paid time off Low-cost health, dental, vision & life insurance Join us in building healthier communities through education, outreach, and compassionate care! The pay range for this role is $80,850 - $121,274 on an annual basis based on experience and internal equity. Pay transparency: If you are hired at TrueCare, your salary will be determined based on factors such as education, knowledge, skills, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members when determining an offer. TrueCare is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of any characteristic protected by applicable federal, state, or local law. Our goal is to support all team members recruited or employed here. Powered by JazzHR Compensation details: 74 PIe30412c054e1-9798
Personalized Care and Membership Representative
OnPoint Medical Group Lone Tree, Colorado
Lone Tree Family Practice is looking for a Personalized Care and Membership Representative to help grow the Personalized Care Medicine Program! OnPoint Medical Group is a physician-led network, with a unique, progressive model of Physician Leadership in each of our family, internal medicine, OB-GYN and pediatric practices. OnPoint Medical Group is committed to expanding access to high-quality healthcare in our surrounding communities, in the most effective and affordable manner possible. Position Summary The Personalized Care Patient Care & Membership Representative serves as the first point of contact for patients and members and is responsible for delivering an exceptional, personalized, customer-service-focused patient experience. This role supports the daily front office needs of the practice while helping grow, market, and sustain the personalized care membership programs. This position combines high-touch patient service, membership education, program marketing, patient engagement, enrollment support, renewal coordination, and administrative follow-through. The ideal candidate is professional, personable, service-oriented, and comfortable explaining the value and benefits of personalized healthcare programs to prospective and existing members. The representative plays a critical role in creating a welcoming concierge experience, strengthening patient relationships, supporting member retention, and promoting program awareness through consistent, patient-centered communication and outreach. Essential Responsibilities Customer Service & Patient Experience Serve as the welcoming face of the practice and provide a warm, polished, high-touch experience to all personalized care members and prospective members. Greet, assist, and guide patients with professionalism, discretion, empathy, and a strong hospitality mindset. Personally manage personalized care member check-in and check-out processes, ensuring each interaction feels attentive, organized, and personalized. Anticipate patient needs, help remove barriers to care, and escalate concerns promptly to support service recovery and patient satisfaction. Answer incoming phone calls, personal care line messages, and patient inquiries promptly, accurately, and professionally. Assist patients with portal enrollment, form completion, appointment preparation, and navigation of personalized care services. Maintain patient confidentiality and HIPAA compliance in all communications and interactions. Support front office operational excellence by helping with scheduling, demographic and insurance verification, payment collection, and general patient flow. Personalized Care Membership Program Support Educate prospective and existing patients regarding personalized care membership offerings, program benefits, pricing, enrollment steps, and renewal expectations. Conduct membership conversations and consultations in person, by telephone, or electronically using a consultative, patient-centered approach. Schedule meet-and-greet visits for prospective new members and provide timely follow-up after the visit. Guide patients through new membership enrollment, contract completion, renewal, and onboarding processes. Maintain accurate membership records, contracts, payment records, due dates, renewal dates, and related documentation. Monitor membership renewals, expirations, and retention opportunities; proactively contact members regarding renewals and program updates. Track member utilization and engagement activities to support retention, service improvement, and leadership reporting. Work cross-functionally between the EMR and POS systems to support accurate documentation, payment processing, and program coordination. Maintain PCI DSS compliance when handling payment information and follow practice procedures for cash, check, cash box, and deposit activity. Program Marketing, Outreach & Growth Serve as a knowledgeable ambassador for the personalized care programs and consistently communicate the value of enhanced access, personalized service, and wellness-focused care. Promote program awareness through professional, patient-centered conversations with eligible patients and families. Assist with marketing and patient engagement campaigns, including phone outreach, email communication, patient education materials, and follow-up workflows. Support the development, organization, and distribution of program materials that explain membership benefits, services, pricing, and enrollment steps. Maintain a prospective member pipeline, document outreach activity, and follow up with interested patients in a timely and service-focused manner. Assist with planning, preparing for, and attending member appreciation events, open houses, meet-and-greets, and other activities designed to retain current members and grow the programs. Identify opportunities to introduce practice services, wellness offerings, and personalized care program benefits in a manner consistent with organizational standards. Provide feedback to leadership regarding common patient questions, barriers to enrollment, marketing opportunities, and ways to improve the member experience. Reporting & Analytics Track and maintain regular reporting related to personalized care membership activity, customer service performance, program marketing activity, and membership growth. Reporting may include: New memberships, renewals, retention rates, membership terminations, and membership revenue. Membership growth trends, prospective member pipeline activity, and outreach follow-up status. Patient engagement activities, event participation, program education efforts, and campaign support. Opportunities for process improvement, customer service enhancement, and program growth. Provide regular updates to practice leadership regarding membership performance, service opportunities, marketing activity, and patient engagement trends. Administrative & Front Office Support Schedule, reschedule, and coordinate appointments for personalized care members and prospective members. Verify demographic and insurance information and support accurate front office documentation. Collect copayments, balances, cash-pay service fees, membership fees, and other payments as appropriate. Calculate applicable discounts accurately when directed by practice policy. Streamline patient form completion and help personalized care members navigate required paperwork and digital tools. Support other front office tasks when needed to facilitate uninterrupted practice operations. Perform additional duties related to customer service at Lone Tree Family as assigned by the Front Office Supervisor, Practice Manager, or designated leadership. This position does not have supervisory responsibility. Qualifications Required High school diploma or equivalent. Minimum of 2 years of customer service, healthcare front office, hospitality, sales, marketing, membership enrollment, or patient relations experience. Proven record of delivering high-quality customer service in a patient-facing or client-facing environment. Strong interpersonal, verbal, and written communication skills. Professional appearance, demeanor, judgment, and discretion. Ability to discuss healthcare services, membership benefits, pricing, and program value confidently and comfortably. Strong organizational skills, attention to detail, and ability to maintain accurate records. Ability to manage multiple priorities in a busy, fast-paced clinical environment. Proficiency with Microsoft Office applications and standard office equipment. Strong work ethic, high degree of integrity, positive attitude, and willingness to learn and improve workflows. Preferred Experience in primary care, concierge medicine, personalized care, hospitality, luxury service, wellness, or healthcare membership programs. Sales, marketing, outreach, event coordination, or membership program experience. Experience with EMR systems and POS systems. Associate degree or bachelor degree. Competencies Exceptional customer service and hospitality mindset. Relationship-building skills with patients, members, families, providers, and team members. Emotional intelligence, empathy, patience, and professionalism. Confidence discussing personalized care program benefits, pricing, and enrollment steps. Marketing-oriented communication and ability to promote program value without creating pressure or confusion for patients. Initiative, self-motivation, accountability, and strong follow-through. Problem-solving ability with a hands-on focus on details and service recovery. Attention to detail, data accuracy, and confidentiality. Passion for delivering an outstanding patient and member experience. Work Environment & Physical Requirements Position is performed in a well-lighted clinical environment. Standard office equipment includes computers, printers, copiers, fax machines, and telephones. Standard hours are generally Monday through Friday; evening or weekend work may be necessary as required to support uninterrupted practice operations, events, or member engagement activities. Prolonged periods of sitting, standing, computer work, telephone use, and in-person communication are required. . click apply for full job details
07/10/2026
Full time
Lone Tree Family Practice is looking for a Personalized Care and Membership Representative to help grow the Personalized Care Medicine Program! OnPoint Medical Group is a physician-led network, with a unique, progressive model of Physician Leadership in each of our family, internal medicine, OB-GYN and pediatric practices. OnPoint Medical Group is committed to expanding access to high-quality healthcare in our surrounding communities, in the most effective and affordable manner possible. Position Summary The Personalized Care Patient Care & Membership Representative serves as the first point of contact for patients and members and is responsible for delivering an exceptional, personalized, customer-service-focused patient experience. This role supports the daily front office needs of the practice while helping grow, market, and sustain the personalized care membership programs. This position combines high-touch patient service, membership education, program marketing, patient engagement, enrollment support, renewal coordination, and administrative follow-through. The ideal candidate is professional, personable, service-oriented, and comfortable explaining the value and benefits of personalized healthcare programs to prospective and existing members. The representative plays a critical role in creating a welcoming concierge experience, strengthening patient relationships, supporting member retention, and promoting program awareness through consistent, patient-centered communication and outreach. Essential Responsibilities Customer Service & Patient Experience Serve as the welcoming face of the practice and provide a warm, polished, high-touch experience to all personalized care members and prospective members. Greet, assist, and guide patients with professionalism, discretion, empathy, and a strong hospitality mindset. Personally manage personalized care member check-in and check-out processes, ensuring each interaction feels attentive, organized, and personalized. Anticipate patient needs, help remove barriers to care, and escalate concerns promptly to support service recovery and patient satisfaction. Answer incoming phone calls, personal care line messages, and patient inquiries promptly, accurately, and professionally. Assist patients with portal enrollment, form completion, appointment preparation, and navigation of personalized care services. Maintain patient confidentiality and HIPAA compliance in all communications and interactions. Support front office operational excellence by helping with scheduling, demographic and insurance verification, payment collection, and general patient flow. Personalized Care Membership Program Support Educate prospective and existing patients regarding personalized care membership offerings, program benefits, pricing, enrollment steps, and renewal expectations. Conduct membership conversations and consultations in person, by telephone, or electronically using a consultative, patient-centered approach. Schedule meet-and-greet visits for prospective new members and provide timely follow-up after the visit. Guide patients through new membership enrollment, contract completion, renewal, and onboarding processes. Maintain accurate membership records, contracts, payment records, due dates, renewal dates, and related documentation. Monitor membership renewals, expirations, and retention opportunities; proactively contact members regarding renewals and program updates. Track member utilization and engagement activities to support retention, service improvement, and leadership reporting. Work cross-functionally between the EMR and POS systems to support accurate documentation, payment processing, and program coordination. Maintain PCI DSS compliance when handling payment information and follow practice procedures for cash, check, cash box, and deposit activity. Program Marketing, Outreach & Growth Serve as a knowledgeable ambassador for the personalized care programs and consistently communicate the value of enhanced access, personalized service, and wellness-focused care. Promote program awareness through professional, patient-centered conversations with eligible patients and families. Assist with marketing and patient engagement campaigns, including phone outreach, email communication, patient education materials, and follow-up workflows. Support the development, organization, and distribution of program materials that explain membership benefits, services, pricing, and enrollment steps. Maintain a prospective member pipeline, document outreach activity, and follow up with interested patients in a timely and service-focused manner. Assist with planning, preparing for, and attending member appreciation events, open houses, meet-and-greets, and other activities designed to retain current members and grow the programs. Identify opportunities to introduce practice services, wellness offerings, and personalized care program benefits in a manner consistent with organizational standards. Provide feedback to leadership regarding common patient questions, barriers to enrollment, marketing opportunities, and ways to improve the member experience. Reporting & Analytics Track and maintain regular reporting related to personalized care membership activity, customer service performance, program marketing activity, and membership growth. Reporting may include: New memberships, renewals, retention rates, membership terminations, and membership revenue. Membership growth trends, prospective member pipeline activity, and outreach follow-up status. Patient engagement activities, event participation, program education efforts, and campaign support. Opportunities for process improvement, customer service enhancement, and program growth. Provide regular updates to practice leadership regarding membership performance, service opportunities, marketing activity, and patient engagement trends. Administrative & Front Office Support Schedule, reschedule, and coordinate appointments for personalized care members and prospective members. Verify demographic and insurance information and support accurate front office documentation. Collect copayments, balances, cash-pay service fees, membership fees, and other payments as appropriate. Calculate applicable discounts accurately when directed by practice policy. Streamline patient form completion and help personalized care members navigate required paperwork and digital tools. Support other front office tasks when needed to facilitate uninterrupted practice operations. Perform additional duties related to customer service at Lone Tree Family as assigned by the Front Office Supervisor, Practice Manager, or designated leadership. This position does not have supervisory responsibility. Qualifications Required High school diploma or equivalent. Minimum of 2 years of customer service, healthcare front office, hospitality, sales, marketing, membership enrollment, or patient relations experience. Proven record of delivering high-quality customer service in a patient-facing or client-facing environment. Strong interpersonal, verbal, and written communication skills. Professional appearance, demeanor, judgment, and discretion. Ability to discuss healthcare services, membership benefits, pricing, and program value confidently and comfortably. Strong organizational skills, attention to detail, and ability to maintain accurate records. Ability to manage multiple priorities in a busy, fast-paced clinical environment. Proficiency with Microsoft Office applications and standard office equipment. Strong work ethic, high degree of integrity, positive attitude, and willingness to learn and improve workflows. Preferred Experience in primary care, concierge medicine, personalized care, hospitality, luxury service, wellness, or healthcare membership programs. Sales, marketing, outreach, event coordination, or membership program experience. Experience with EMR systems and POS systems. Associate degree or bachelor degree. Competencies Exceptional customer service and hospitality mindset. Relationship-building skills with patients, members, families, providers, and team members. Emotional intelligence, empathy, patience, and professionalism. Confidence discussing personalized care program benefits, pricing, and enrollment steps. Marketing-oriented communication and ability to promote program value without creating pressure or confusion for patients. Initiative, self-motivation, accountability, and strong follow-through. Problem-solving ability with a hands-on focus on details and service recovery. Attention to detail, data accuracy, and confidentiality. Passion for delivering an outstanding patient and member experience. Work Environment & Physical Requirements Position is performed in a well-lighted clinical environment. Standard office equipment includes computers, printers, copiers, fax machines, and telephones. Standard hours are generally Monday through Friday; evening or weekend work may be necessary as required to support uninterrupted practice operations, events, or member engagement activities. Prolonged periods of sitting, standing, computer work, telephone use, and in-person communication are required. . click apply for full job details
ILSP Support Service Manager
First Place for Youth San Francisco, California
First Place For Youth-Join Our Team Video!Are you dedicated to empowering and supporting youth, regardless of their background? We're searching for passionate individuals to make a positive impact on the lives of foster youth. Become an integral part of their transformative journey and join the First Place for Youth team. About First Place for Youth, we're a leading non-profit organization dedicated to supporting foster youth in their transition to adulthood, with a focus on education, employment, and housing. We believe that all young people deserve the opportunity to thrive and lead successful, independent lives. Our comprehensive programs empower foster youth to overcome the unique challenges they face and build the skills, confidence, and connections they need to succeed. Why Work at First Place for Youth: Meaningful Impact: Help to transform the lives of foster youth on the cusp of adulthood. Your role will support them in their journey to conquer challenges, achieve independence, and fulfill their aspirations.Innovative Approach: We thrive on innovation, pushing the boundaries of foster care support. Your voice here matters, and you'll contribute to programs that redefine the futures of these young lives.Collaborative and Supportive Environment: Embrace a dynamic and supportive workplace, where every team member is valued. Together, we're a force dedicated to uplifting youth. Expect professional growth, fueled by teamwork and collaboration.Comprehensive Benefits: We value the well-being of our employees and offer a comprehensive benefits package. From health and wellness benefits to retirement plans, we ensure that our team members are taken care of so they can focus on their important work supporting foster youth.Culture of Diversity and Inclusion: We celebrate diversity in every form. At First Place for Youth, inclusivity reigns, creating a workplace where all voices are heard, respected, and empowered.POSITION OVERVIEW: The Independent Living Skills Program (ILSP) Supportive Service Manager is a collaborative and results-oriented leader who will supervise a multidisciplinary team of Youth Specialists and Education Coaches serving transition age foster and former foster youth (ages 16-22). This role is responsible for ensuring high quality, trauma informed, and youth centered one on one and group-based services that support young people to complete high school, remove barriers to stability, and build skills toward independence. The role partners closely with the Center Manager to align supportive services with overall center programming while maintaining a strong emphasis on individualized youth outcomes. Duties include contract, services, and human resource management including hiring, evaluation, coaching, and training. The Supportive Service Manager is responsible to ensure program outcomes, managing external relationships, and developing and promote the reputation of First Place for Youth at all times. The Program Manager ensures timely and accurate budgeting, reporting, and operations in accordance with agency policy, contracts, and budgets. The Manager is responsible to monitor outcomes toward achieving program and individual youth outcomes. The Manager participates on the middle management team and is responsible to coordinate with other agency departments, hire and evaluate staff teams, develop resources and implement training to ensure a well-trained high functioning team, and to support oversight of all aspects of program to ensure quality and compliance. This work is done at the SF ILSP center, in the community, and occasionally onsite at our Oakland Headquarter office in person. The ILSP Center is open 10-6:30pm Monday through Friday, with occasional evenings or Saturdays to provide a safe and healthy space for youth to spend time in. This is currently an in-office position requiring onsite work in San Francisco from 10:00 a.m-6:30 p.m. Monday through Friday including one day onsite at our Oakland location, with the occasional evening and/or Saturday. The ILSP Manager reports to the Director of Programs. Onsite requirement subject to change with notice. DUTIES + RESPONSIBILITIES: Hire, train, develop and supervise/coach a multi-disciplinary team of Youth Specialist and Education Coach staff. Lead team members in setting personal and program-wide work goals and in maintaining accountability for goal achievement. Facilitate regular weekly program staff meetings. Support staff in addressing complex youth needs, including academic challenges, housing instability, mental health concerns, system involvement, and life skill developmentServe as a clinical resource for staff around engagement, boundary setting, crisis response, and ethical decision makingConduct regular individual supervision, case consultation, and reflective practice sessions including routine field observations of staff.Review care plans, education plans, and goal setting to ensure consistency and effectivenessFoster a supportive team culture that mitigates burnout and secondary traumaGuide staff in developing and monitoring individualized plans focused on: High school completion and postsecondary readinessBarrier reduction (transportation, documentation, housing, systems navigation)Life skills, self advocacy, and personal goal achievementSupport complex case coordination and cross system collaborationEnsure documentation meets internal standards and funder requirementsProvide training and consultation grounded in evidence-based practice and First Place for Youth guiding principles including but not limited to trauma-informed care, positive youth development, strength-based approach and motivational interviewing. With management team, implement, train, and coach staff in best practice strategies.Ensure that all ILSP staff are aligned with mission, values, and goals of First Place, capable of acting as ambassadors for the agency at all times, focused on achieving outcomes, including integrated use of data and evaluative feedback.Provide direct intervention as needed including consultative support, crisis intervention, participation in or facilitation of meetings with youth, county workers, or others, and conflict mediation. Program Operations Provide consultation during youth crises or high risk situationsSupport de escalation, safety planning, and appropriate referralsEnsure adherence to mandatory reporting laws and ethical standardsPartner with leadership to establish and maintain best practices for youth safety and staff supportSupport responsibility for the daily operations of the center and staff team. Oversee day-to-day operations and effective functioning of assigned team; track outcomes, manage budget and contract, contribute to and ensure compliance with program policy and ensure engagement of youth in program.Support intake and referral processes to ensure full recruitment, enrollments, and engagement of youth in program. Effectively manage team to ensure baseline and in program assessments, summaries and action plans are timely and accurate.Develop and maintain effective working relationships with community partners including County Social Work and Probation staff and supervisors.Participate in the implementation of First Place's outreach and marketing strategy to promote referrals, education about services, and utilization of First Place programming and services as assigned.Champion Continuous Quality Improvement Acts as a systems specialist in assigned program areas (Evaluation & Learning, Safety, Chart Audits, Collaborative liaison) as assigned. Leadership and Cross-Functional Collaboration Collaborate with the Center Manager to align clinical services with workshops, drop in support, and resource center activitiesCompletes routine management reports and data on program activities and outcomes. Work closely with the Director of Programs and the Management Team to provide leadership to the organization's programs. Support on-going development and evaluation of highly effective programs and organizational systems. Actively participate in regularly scheduled Manager's meetings, agency staff meetings, and individual supervision with the Regional Director of Programs.Incorporate performance management best practices in the delivery of services to improve retention and increase outcomes.Provide local leadership including ensuring safe office environment. Liaise with Finance, Housing, Compliance, Talent, Development, and other departments to achieve effective and efficient programming. Community Development: Work with referral agencies, community resource organizations, and First Place staff to develop creative ways for participants to practice and strengthen their independent living skills.Professionally and effectively represent the agency as needed at regularly scheduled meetings with collaborative partners and at other meetings as deemed important.Acts as a liaison with the County Child Welfare Services, Probation, and other community service providers in assuring that program remains responsive to the needs of families and the community without compromising program intent. Facilitates meetings as needed with other agencies and community partners. Works closely with Child Welfare Workers and Probation Officers to build and maintain relationships, ensuring the quality of care with youth and families served. Other duties as assigned. QUALIFICATIONS: A Master's Degree in: Social work or social welfare; Marriage, family, and child counseling; Child psychology, child development; Counseling psychology, social psychology; Clinical psychology or educational psychology; Education with a counseling emphasis; or Equivalent Master's Degree required . click apply for full job details
07/09/2026
Full time
First Place For Youth-Join Our Team Video!Are you dedicated to empowering and supporting youth, regardless of their background? We're searching for passionate individuals to make a positive impact on the lives of foster youth. Become an integral part of their transformative journey and join the First Place for Youth team. About First Place for Youth, we're a leading non-profit organization dedicated to supporting foster youth in their transition to adulthood, with a focus on education, employment, and housing. We believe that all young people deserve the opportunity to thrive and lead successful, independent lives. Our comprehensive programs empower foster youth to overcome the unique challenges they face and build the skills, confidence, and connections they need to succeed. Why Work at First Place for Youth: Meaningful Impact: Help to transform the lives of foster youth on the cusp of adulthood. Your role will support them in their journey to conquer challenges, achieve independence, and fulfill their aspirations.Innovative Approach: We thrive on innovation, pushing the boundaries of foster care support. Your voice here matters, and you'll contribute to programs that redefine the futures of these young lives.Collaborative and Supportive Environment: Embrace a dynamic and supportive workplace, where every team member is valued. Together, we're a force dedicated to uplifting youth. Expect professional growth, fueled by teamwork and collaboration.Comprehensive Benefits: We value the well-being of our employees and offer a comprehensive benefits package. From health and wellness benefits to retirement plans, we ensure that our team members are taken care of so they can focus on their important work supporting foster youth.Culture of Diversity and Inclusion: We celebrate diversity in every form. At First Place for Youth, inclusivity reigns, creating a workplace where all voices are heard, respected, and empowered.POSITION OVERVIEW: The Independent Living Skills Program (ILSP) Supportive Service Manager is a collaborative and results-oriented leader who will supervise a multidisciplinary team of Youth Specialists and Education Coaches serving transition age foster and former foster youth (ages 16-22). This role is responsible for ensuring high quality, trauma informed, and youth centered one on one and group-based services that support young people to complete high school, remove barriers to stability, and build skills toward independence. The role partners closely with the Center Manager to align supportive services with overall center programming while maintaining a strong emphasis on individualized youth outcomes. Duties include contract, services, and human resource management including hiring, evaluation, coaching, and training. The Supportive Service Manager is responsible to ensure program outcomes, managing external relationships, and developing and promote the reputation of First Place for Youth at all times. The Program Manager ensures timely and accurate budgeting, reporting, and operations in accordance with agency policy, contracts, and budgets. The Manager is responsible to monitor outcomes toward achieving program and individual youth outcomes. The Manager participates on the middle management team and is responsible to coordinate with other agency departments, hire and evaluate staff teams, develop resources and implement training to ensure a well-trained high functioning team, and to support oversight of all aspects of program to ensure quality and compliance. This work is done at the SF ILSP center, in the community, and occasionally onsite at our Oakland Headquarter office in person. The ILSP Center is open 10-6:30pm Monday through Friday, with occasional evenings or Saturdays to provide a safe and healthy space for youth to spend time in. This is currently an in-office position requiring onsite work in San Francisco from 10:00 a.m-6:30 p.m. Monday through Friday including one day onsite at our Oakland location, with the occasional evening and/or Saturday. The ILSP Manager reports to the Director of Programs. Onsite requirement subject to change with notice. DUTIES + RESPONSIBILITIES: Hire, train, develop and supervise/coach a multi-disciplinary team of Youth Specialist and Education Coach staff. Lead team members in setting personal and program-wide work goals and in maintaining accountability for goal achievement. Facilitate regular weekly program staff meetings. Support staff in addressing complex youth needs, including academic challenges, housing instability, mental health concerns, system involvement, and life skill developmentServe as a clinical resource for staff around engagement, boundary setting, crisis response, and ethical decision makingConduct regular individual supervision, case consultation, and reflective practice sessions including routine field observations of staff.Review care plans, education plans, and goal setting to ensure consistency and effectivenessFoster a supportive team culture that mitigates burnout and secondary traumaGuide staff in developing and monitoring individualized plans focused on: High school completion and postsecondary readinessBarrier reduction (transportation, documentation, housing, systems navigation)Life skills, self advocacy, and personal goal achievementSupport complex case coordination and cross system collaborationEnsure documentation meets internal standards and funder requirementsProvide training and consultation grounded in evidence-based practice and First Place for Youth guiding principles including but not limited to trauma-informed care, positive youth development, strength-based approach and motivational interviewing. With management team, implement, train, and coach staff in best practice strategies.Ensure that all ILSP staff are aligned with mission, values, and goals of First Place, capable of acting as ambassadors for the agency at all times, focused on achieving outcomes, including integrated use of data and evaluative feedback.Provide direct intervention as needed including consultative support, crisis intervention, participation in or facilitation of meetings with youth, county workers, or others, and conflict mediation. Program Operations Provide consultation during youth crises or high risk situationsSupport de escalation, safety planning, and appropriate referralsEnsure adherence to mandatory reporting laws and ethical standardsPartner with leadership to establish and maintain best practices for youth safety and staff supportSupport responsibility for the daily operations of the center and staff team. Oversee day-to-day operations and effective functioning of assigned team; track outcomes, manage budget and contract, contribute to and ensure compliance with program policy and ensure engagement of youth in program.Support intake and referral processes to ensure full recruitment, enrollments, and engagement of youth in program. Effectively manage team to ensure baseline and in program assessments, summaries and action plans are timely and accurate.Develop and maintain effective working relationships with community partners including County Social Work and Probation staff and supervisors.Participate in the implementation of First Place's outreach and marketing strategy to promote referrals, education about services, and utilization of First Place programming and services as assigned.Champion Continuous Quality Improvement Acts as a systems specialist in assigned program areas (Evaluation & Learning, Safety, Chart Audits, Collaborative liaison) as assigned. Leadership and Cross-Functional Collaboration Collaborate with the Center Manager to align clinical services with workshops, drop in support, and resource center activitiesCompletes routine management reports and data on program activities and outcomes. Work closely with the Director of Programs and the Management Team to provide leadership to the organization's programs. Support on-going development and evaluation of highly effective programs and organizational systems. Actively participate in regularly scheduled Manager's meetings, agency staff meetings, and individual supervision with the Regional Director of Programs.Incorporate performance management best practices in the delivery of services to improve retention and increase outcomes.Provide local leadership including ensuring safe office environment. Liaise with Finance, Housing, Compliance, Talent, Development, and other departments to achieve effective and efficient programming. Community Development: Work with referral agencies, community resource organizations, and First Place staff to develop creative ways for participants to practice and strengthen their independent living skills.Professionally and effectively represent the agency as needed at regularly scheduled meetings with collaborative partners and at other meetings as deemed important.Acts as a liaison with the County Child Welfare Services, Probation, and other community service providers in assuring that program remains responsive to the needs of families and the community without compromising program intent. Facilitates meetings as needed with other agencies and community partners. Works closely with Child Welfare Workers and Probation Officers to build and maintain relationships, ensuring the quality of care with youth and families served. Other duties as assigned. QUALIFICATIONS: A Master's Degree in: Social work or social welfare; Marriage, family, and child counseling; Child psychology, child development; Counseling psychology, social psychology; Clinical psychology or educational psychology; Education with a counseling emphasis; or Equivalent Master's Degree required . click apply for full job details
Manager of Tourism Industry Relationships
Destination Cleveland Cleveland, Ohio
Description: Annual Salary:$65,000-$81,000 Annual Organizational Bonus Potential 4% Opportunity for individual bonus incentives in 2027 ORGANIZATION OVERVIEW As unapologetic promoters of Cleveland, Destination Cleveland's team works every day to attract visitors, inspire visitors and locals alike to explore and connect people to experiences that illustrate Cleveland's diversity, creativity, and contagious passion. We're in the business of equitably growing the region's economy through travel and tourism while also cultivating a passion for Greater Cleveland. As the only organization charged with marketing Cleveland outside of the region, we never stop talking about the city. We know the region inside and out. We roll up our sleeves and get the job done for The Land. We're a group of expectation-exceeding, fun-loving, innovative professionals. SUMMARY OF POSITION The Manager of Tourism Industry Relationships is responsible for building, managing, and growing relationships with small and midsize hospitality and tourism businesses across Greater Cleveland. This role focuses on engaging independent operators, new businesses and community-based organizations and businesses, particularly those with strong potential for future growth and deeper engagement. The Manager of Tourism Industry Relationships serves as a trusted consultant and primary point of contact for these businesses, helping them connect to Destination Cleveland programs, opportunities and resources. Through intentional relationship-building, this role converts initial engagement points into long-term partnership, revenue generation, and increased industry alignment. This position is relationship-driven and outcomes-focused. The Manager of Tourism Industry Relationships will work closely with the Programs Specialist and broader Destination Engagement team to ensure program participation translates into sustained industry relationships, deeper representation across hospitality & tourism industry segments and measurable impact. SUCCESS IN THIS ROLE LOOKS LIKE Strong, trust-based relationships with a diverse portfolio of small and midsize business partners Increased representation and engagement of neighborhood, cultural, and independent businesses within Destination Cleveland's hospitality & tourism industry network Measurable conversion of engagement into revenue in the form of partnership dues and advertising High satisfaction and retention within assigned accounts Consistent and strategic use of customer relationship management (CRM) data to guide decision-making and prioritize relationship management ESSENTIAL DUTIES AND RESPONSIBILITIES Relationship Management & Account Ownership Own and manage a defined portfolio of small and midsize business hospitality & tourism industry relationships. Serve as the primary point of contact at Destination Cleveland for assigned businesses, ensuring a high-touch, responsive, and relationship-centered experience. Maintain and build trust through consistent outreach, proactive communication and timely follow-through. Conduct regular check-ins (in-person, virtual, or on-site) to understand needs, challenges, and opportunities within portfolio of accounts. Maintain a deep understanding of each partner's business model, goals, and target audiences. Engagement of Hospitality & Tourism Industry Segments Priority industry segments include: Independently owned restaurants and retailers Culturally significant or neighborhood-based organizations and businesses Seasonal, pop-up, or experiential operators Tours, attractions, and experience-based businesses Actively identify and engage underrepresented hospitality & tourism industry segments to ensure equitable inclusion and participation across Destination Cleveland's network of relationships. Program-to-Partnership Conversion Strategy Partner closely with the Programs Specialist to identify businesses engaging in programs, workshops, and events. Track and manage the progression of these businesses from: Awareness to Participation to Partnership (microbusiness or entry-level partnerships, introductory advertising packages) to Growth Create tailored pathways for small and midsize business partners to scale their involvement and investment with Destination Cleveland over time. Revenue Generation & Portfolio Growth Contribute directly to team private revenue goals through: New partner acquisition Retention and renewals Consultative selling around relevant assets, projects and initiatives Balance organizational revenue goals with sensitivity to the needs and capacity of small businesses. Identify creative, accessible ways for partners to participate in revenue-generating opportunities. Community & Neighborhood Engagement Serve as a connector between Destination Cleveland and neighborhood business ecosystems. Build relationships with local business districts, chambers, merchant associations and community-based organizations. Collaborate with these community partners to: Increase awareness of Destination Cleveland offerings Strengthen local ecosystem of small and midsize business support Ensure programming reflects diverse voices and perspectives Internal Collaboration and Alignment Work cross-functionally with: Programs team (engagement + pipeline development) Marketing, content and PR teams (storytelling + visibility + media opportunities) Convention services team (alignment on referral opportunities for meetings & conventions) Share insights from partners to inform: Program development Product offerings Messaging and outreach strategies Ensure small and midsized business perspectives are represented in organizational planning. Data, CRM & Relationship Tracking Maintain accurate, real-time records of all partner interactions, opportunities, and outcomes in CRM. Work closely with the Industry Engagement Support Specialist to track key metrics including: Engagement activity Conversion rates Revenue generated Partner lifecycle stage Use data to prioritize outreach, identify gaps, and improve performance. Develop and follow standardized workflows for account management. Continuous Improvement & Strategic Input Identify areas of opportunity to leverage AI to more efficiently manage and scale the number of relationships we can manage. Identify trends in small and midsize business needs, industry gaps and engagement barriers. Recommend improvements to programs, outreach strategies, and partner offerings. Contribute to the evolution of Destination Cleveland's small and midsize business engagement model. Take on expanded or evolving responsibilities as initiatives grow over time. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. REQUIREMENTS Strong written and verbal communication skills Extremely organized and strong attention to detail Project management skills Demonstrated research and critical thinking skills Ability to thrive in a fast-paced, ever-changing environment Creativity in problem solving and solutions-oriented approach Ability to work flexible hours when required Public speaking skills EXPERIENCE AND EDUCATION Prior work experience in community partnerships and/or relevant account or relationship management experience working with small and midsized business (particularly in the hospitality & tourism industry) (3 - 5 years). Comfort and ability to leverage a human-centered approach to AI (i.e. using it as a tool, not as a replacement for engagement). General understanding of basic marketing & sales skills. Experience with consultative selling and relationship management is preferred. Bachelor's degree preferred but not required. PHYSICAL DEMANDS The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Viewing computer monitors Ability to lift to 40 pounds safely Ability to stand for long periods of time when on-site for programs & events WORK ENVIRONMENT Office environment; moderate noise. Event environment when on-site for programs & engagements. Days and hours of work are Monday through Friday, 8:30 a.m. - 5:00 p.m. Frequent travel across the City of Cleveland and throughout Cuyahoga County to meet in-person with business owners. Some weekends and evenings will be required around major event support and depending on timing for programs & engagements. Requirements: Compensation details: . click apply for full job details
07/08/2026
Full time
Description: Annual Salary:$65,000-$81,000 Annual Organizational Bonus Potential 4% Opportunity for individual bonus incentives in 2027 ORGANIZATION OVERVIEW As unapologetic promoters of Cleveland, Destination Cleveland's team works every day to attract visitors, inspire visitors and locals alike to explore and connect people to experiences that illustrate Cleveland's diversity, creativity, and contagious passion. We're in the business of equitably growing the region's economy through travel and tourism while also cultivating a passion for Greater Cleveland. As the only organization charged with marketing Cleveland outside of the region, we never stop talking about the city. We know the region inside and out. We roll up our sleeves and get the job done for The Land. We're a group of expectation-exceeding, fun-loving, innovative professionals. SUMMARY OF POSITION The Manager of Tourism Industry Relationships is responsible for building, managing, and growing relationships with small and midsize hospitality and tourism businesses across Greater Cleveland. This role focuses on engaging independent operators, new businesses and community-based organizations and businesses, particularly those with strong potential for future growth and deeper engagement. The Manager of Tourism Industry Relationships serves as a trusted consultant and primary point of contact for these businesses, helping them connect to Destination Cleveland programs, opportunities and resources. Through intentional relationship-building, this role converts initial engagement points into long-term partnership, revenue generation, and increased industry alignment. This position is relationship-driven and outcomes-focused. The Manager of Tourism Industry Relationships will work closely with the Programs Specialist and broader Destination Engagement team to ensure program participation translates into sustained industry relationships, deeper representation across hospitality & tourism industry segments and measurable impact. SUCCESS IN THIS ROLE LOOKS LIKE Strong, trust-based relationships with a diverse portfolio of small and midsize business partners Increased representation and engagement of neighborhood, cultural, and independent businesses within Destination Cleveland's hospitality & tourism industry network Measurable conversion of engagement into revenue in the form of partnership dues and advertising High satisfaction and retention within assigned accounts Consistent and strategic use of customer relationship management (CRM) data to guide decision-making and prioritize relationship management ESSENTIAL DUTIES AND RESPONSIBILITIES Relationship Management & Account Ownership Own and manage a defined portfolio of small and midsize business hospitality & tourism industry relationships. Serve as the primary point of contact at Destination Cleveland for assigned businesses, ensuring a high-touch, responsive, and relationship-centered experience. Maintain and build trust through consistent outreach, proactive communication and timely follow-through. Conduct regular check-ins (in-person, virtual, or on-site) to understand needs, challenges, and opportunities within portfolio of accounts. Maintain a deep understanding of each partner's business model, goals, and target audiences. Engagement of Hospitality & Tourism Industry Segments Priority industry segments include: Independently owned restaurants and retailers Culturally significant or neighborhood-based organizations and businesses Seasonal, pop-up, or experiential operators Tours, attractions, and experience-based businesses Actively identify and engage underrepresented hospitality & tourism industry segments to ensure equitable inclusion and participation across Destination Cleveland's network of relationships. Program-to-Partnership Conversion Strategy Partner closely with the Programs Specialist to identify businesses engaging in programs, workshops, and events. Track and manage the progression of these businesses from: Awareness to Participation to Partnership (microbusiness or entry-level partnerships, introductory advertising packages) to Growth Create tailored pathways for small and midsize business partners to scale their involvement and investment with Destination Cleveland over time. Revenue Generation & Portfolio Growth Contribute directly to team private revenue goals through: New partner acquisition Retention and renewals Consultative selling around relevant assets, projects and initiatives Balance organizational revenue goals with sensitivity to the needs and capacity of small businesses. Identify creative, accessible ways for partners to participate in revenue-generating opportunities. Community & Neighborhood Engagement Serve as a connector between Destination Cleveland and neighborhood business ecosystems. Build relationships with local business districts, chambers, merchant associations and community-based organizations. Collaborate with these community partners to: Increase awareness of Destination Cleveland offerings Strengthen local ecosystem of small and midsize business support Ensure programming reflects diverse voices and perspectives Internal Collaboration and Alignment Work cross-functionally with: Programs team (engagement + pipeline development) Marketing, content and PR teams (storytelling + visibility + media opportunities) Convention services team (alignment on referral opportunities for meetings & conventions) Share insights from partners to inform: Program development Product offerings Messaging and outreach strategies Ensure small and midsized business perspectives are represented in organizational planning. Data, CRM & Relationship Tracking Maintain accurate, real-time records of all partner interactions, opportunities, and outcomes in CRM. Work closely with the Industry Engagement Support Specialist to track key metrics including: Engagement activity Conversion rates Revenue generated Partner lifecycle stage Use data to prioritize outreach, identify gaps, and improve performance. Develop and follow standardized workflows for account management. Continuous Improvement & Strategic Input Identify areas of opportunity to leverage AI to more efficiently manage and scale the number of relationships we can manage. Identify trends in small and midsize business needs, industry gaps and engagement barriers. Recommend improvements to programs, outreach strategies, and partner offerings. Contribute to the evolution of Destination Cleveland's small and midsize business engagement model. Take on expanded or evolving responsibilities as initiatives grow over time. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. REQUIREMENTS Strong written and verbal communication skills Extremely organized and strong attention to detail Project management skills Demonstrated research and critical thinking skills Ability to thrive in a fast-paced, ever-changing environment Creativity in problem solving and solutions-oriented approach Ability to work flexible hours when required Public speaking skills EXPERIENCE AND EDUCATION Prior work experience in community partnerships and/or relevant account or relationship management experience working with small and midsized business (particularly in the hospitality & tourism industry) (3 - 5 years). Comfort and ability to leverage a human-centered approach to AI (i.e. using it as a tool, not as a replacement for engagement). General understanding of basic marketing & sales skills. Experience with consultative selling and relationship management is preferred. Bachelor's degree preferred but not required. PHYSICAL DEMANDS The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Viewing computer monitors Ability to lift to 40 pounds safely Ability to stand for long periods of time when on-site for programs & events WORK ENVIRONMENT Office environment; moderate noise. Event environment when on-site for programs & engagements. Days and hours of work are Monday through Friday, 8:30 a.m. - 5:00 p.m. Frequent travel across the City of Cleveland and throughout Cuyahoga County to meet in-person with business owners. Some weekends and evenings will be required around major event support and depending on timing for programs & engagements. Requirements: Compensation details: . click apply for full job details
Personalized Care and Membership Representative
OnPoint Medical Group Littleton, Colorado
Lone Tree Family Practice is looking for a Personalized Care and Membership Representative to help grow the Personalized Care Medicine Program! OnPoint Medical Group is a physician-led network, with a unique, progressive model of Physician Leadership in each of our family, internal medicine, OB-GYN and pediatric practices. OnPoint Medical Group is committed to expanding access to high-quality healthcare in our surrounding communities, in the most effective and affordable manner possible. Position Summary The Personalized Care Patient Care & Membership Representative serves as the first point of contact for patients and members and is responsible for delivering an exceptional, personalized, customer-service-focused patient experience. This role supports the daily front office needs of the practice while helping grow, market, and sustain the personalized care membership programs. This position combines high-touch patient service, membership education, program marketing, patient engagement, enrollment support, renewal coordination, and administrative follow-through. The ideal candidate is professional, personable, service-oriented, and comfortable explaining the value and benefits of personalized healthcare programs to prospective and existing members. The representative plays a critical role in creating a welcoming concierge experience, strengthening patient relationships, supporting member retention, and promoting program awareness through consistent, patient-centered communication and outreach. Essential Responsibilities Customer Service & Patient Experience Serve as the welcoming face of the practice and provide a warm, polished, high-touch experience to all personalized care members and prospective members. Greet, assist, and guide patients with professionalism, discretion, empathy, and a strong hospitality mindset. Personally manage personalized care member check-in and check-out processes, ensuring each interaction feels attentive, organized, and personalized. Anticipate patient needs, help remove barriers to care, and escalate concerns promptly to support service recovery and patient satisfaction. Answer incoming phone calls, personal care line messages, and patient inquiries promptly, accurately, and professionally. Assist patients with portal enrollment, form completion, appointment preparation, and navigation of personalized care services. Maintain patient confidentiality and HIPAA compliance in all communications and interactions. Support front office operational excellence by helping with scheduling, demographic and insurance verification, payment collection, and general patient flow. Personalized Care Membership Program Support Educate prospective and existing patients regarding personalized care membership offerings, program benefits, pricing, enrollment steps, and renewal expectations. Conduct membership conversations and consultations in person, by telephone, or electronically using a consultative, patient-centered approach. Schedule meet-and-greet visits for prospective new members and provide timely follow-up after the visit. Guide patients through new membership enrollment, contract completion, renewal, and onboarding processes. Maintain accurate membership records, contracts, payment records, due dates, renewal dates, and related documentation. Monitor membership renewals, expirations, and retention opportunities; proactively contact members regarding renewals and program updates. Track member utilization and engagement activities to support retention, service improvement, and leadership reporting. Work cross-functionally between the EMR and POS systems to support accurate documentation, payment processing, and program coordination. Maintain PCI DSS compliance when handling payment information and follow practice procedures for cash, check, cash box, and deposit activity. Program Marketing, Outreach & Growth Serve as a knowledgeable ambassador for the personalized care programs and consistently communicate the value of enhanced access, personalized service, and wellness-focused care. Promote program awareness through professional, patient-centered conversations with eligible patients and families. Assist with marketing and patient engagement campaigns, including phone outreach, email communication, patient education materials, and follow-up workflows. Support the development, organization, and distribution of program materials that explain membership benefits, services, pricing, and enrollment steps. Maintain a prospective member pipeline, document outreach activity, and follow up with interested patients in a timely and service-focused manner. Assist with planning, preparing for, and attending member appreciation events, open houses, meet-and-greets, and other activities designed to retain current members and grow the programs. Identify opportunities to introduce practice services, wellness offerings, and personalized care program benefits in a manner consistent with organizational standards. Provide feedback to leadership regarding common patient questions, barriers to enrollment, marketing opportunities, and ways to improve the member experience. Reporting & Analytics Track and maintain regular reporting related to personalized care membership activity, customer service performance, program marketing activity, and membership growth. Reporting may include: New memberships, renewals, retention rates, membership terminations, and membership revenue. Membership growth trends, prospective member pipeline activity, and outreach follow-up status. Patient engagement activities, event participation, program education efforts, and campaign support. Opportunities for process improvement, customer service enhancement, and program growth. Provide regular updates to practice leadership regarding membership performance, service opportunities, marketing activity, and patient engagement trends. Administrative & Front Office Support Schedule, reschedule, and coordinate appointments for personalized care members and prospective members. Verify demographic and insurance information and support accurate front office documentation. Collect copayments, balances, cash-pay service fees, membership fees, and other payments as appropriate. Calculate applicable discounts accurately when directed by practice policy. Streamline patient form completion and help personalized care members navigate required paperwork and digital tools. Support other front office tasks when needed to facilitate uninterrupted practice operations. Perform additional duties related to customer service at Lone Tree Family as assigned by the Front Office Supervisor, Practice Manager, or designated leadership. This position does not have supervisory responsibility. Qualifications Required High school diploma or equivalent. Minimum of 2 years of customer service, healthcare front office, hospitality, sales, marketing, membership enrollment, or patient relations experience. Proven record of delivering high-quality customer service in a patient-facing or client-facing environment. Strong interpersonal, verbal, and written communication skills. Professional appearance, demeanor, judgment, and discretion. Ability to discuss healthcare services, membership benefits, pricing, and program value confidently and comfortably. Strong organizational skills, attention to detail, and ability to maintain accurate records. Ability to manage multiple priorities in a busy, fast-paced clinical environment. Proficiency with Microsoft Office applications and standard office equipment. Strong work ethic, high degree of integrity, positive attitude, and willingness to learn and improve workflows. Preferred Experience in primary care, concierge medicine, personalized care, hospitality, luxury service, wellness, or healthcare membership programs. Sales, marketing, outreach, event coordination, or membership program experience. Experience with EMR systems and POS systems. Associate degree or bachelor degree. Competencies Exceptional customer service and hospitality mindset. Relationship-building skills with patients, members, families, providers, and team members. Emotional intelligence, empathy, patience, and professionalism. Confidence discussing personalized care program benefits, pricing, and enrollment steps. Marketing-oriented communication and ability to promote program value without creating pressure or confusion for patients. Initiative, self-motivation, accountability, and strong follow-through. Problem-solving ability with a hands-on focus on details and service recovery. Attention to detail, data accuracy, and confidentiality. Passion for delivering an outstanding patient and member experience. Work Environment & Physical Requirements Position is performed in a well-lighted clinical environment. Standard office equipment includes computers, printers, copiers, fax machines, and telephones. Standard hours are generally Monday through Friday; evening or weekend work may be necessary as required to support uninterrupted practice operations, events, or member engagement activities. Prolonged periods of sitting, standing, computer work, telephone use, and in-person communication are required. . click apply for full job details
07/07/2026
Full time
Lone Tree Family Practice is looking for a Personalized Care and Membership Representative to help grow the Personalized Care Medicine Program! OnPoint Medical Group is a physician-led network, with a unique, progressive model of Physician Leadership in each of our family, internal medicine, OB-GYN and pediatric practices. OnPoint Medical Group is committed to expanding access to high-quality healthcare in our surrounding communities, in the most effective and affordable manner possible. Position Summary The Personalized Care Patient Care & Membership Representative serves as the first point of contact for patients and members and is responsible for delivering an exceptional, personalized, customer-service-focused patient experience. This role supports the daily front office needs of the practice while helping grow, market, and sustain the personalized care membership programs. This position combines high-touch patient service, membership education, program marketing, patient engagement, enrollment support, renewal coordination, and administrative follow-through. The ideal candidate is professional, personable, service-oriented, and comfortable explaining the value and benefits of personalized healthcare programs to prospective and existing members. The representative plays a critical role in creating a welcoming concierge experience, strengthening patient relationships, supporting member retention, and promoting program awareness through consistent, patient-centered communication and outreach. Essential Responsibilities Customer Service & Patient Experience Serve as the welcoming face of the practice and provide a warm, polished, high-touch experience to all personalized care members and prospective members. Greet, assist, and guide patients with professionalism, discretion, empathy, and a strong hospitality mindset. Personally manage personalized care member check-in and check-out processes, ensuring each interaction feels attentive, organized, and personalized. Anticipate patient needs, help remove barriers to care, and escalate concerns promptly to support service recovery and patient satisfaction. Answer incoming phone calls, personal care line messages, and patient inquiries promptly, accurately, and professionally. Assist patients with portal enrollment, form completion, appointment preparation, and navigation of personalized care services. Maintain patient confidentiality and HIPAA compliance in all communications and interactions. Support front office operational excellence by helping with scheduling, demographic and insurance verification, payment collection, and general patient flow. Personalized Care Membership Program Support Educate prospective and existing patients regarding personalized care membership offerings, program benefits, pricing, enrollment steps, and renewal expectations. Conduct membership conversations and consultations in person, by telephone, or electronically using a consultative, patient-centered approach. Schedule meet-and-greet visits for prospective new members and provide timely follow-up after the visit. Guide patients through new membership enrollment, contract completion, renewal, and onboarding processes. Maintain accurate membership records, contracts, payment records, due dates, renewal dates, and related documentation. Monitor membership renewals, expirations, and retention opportunities; proactively contact members regarding renewals and program updates. Track member utilization and engagement activities to support retention, service improvement, and leadership reporting. Work cross-functionally between the EMR and POS systems to support accurate documentation, payment processing, and program coordination. Maintain PCI DSS compliance when handling payment information and follow practice procedures for cash, check, cash box, and deposit activity. Program Marketing, Outreach & Growth Serve as a knowledgeable ambassador for the personalized care programs and consistently communicate the value of enhanced access, personalized service, and wellness-focused care. Promote program awareness through professional, patient-centered conversations with eligible patients and families. Assist with marketing and patient engagement campaigns, including phone outreach, email communication, patient education materials, and follow-up workflows. Support the development, organization, and distribution of program materials that explain membership benefits, services, pricing, and enrollment steps. Maintain a prospective member pipeline, document outreach activity, and follow up with interested patients in a timely and service-focused manner. Assist with planning, preparing for, and attending member appreciation events, open houses, meet-and-greets, and other activities designed to retain current members and grow the programs. Identify opportunities to introduce practice services, wellness offerings, and personalized care program benefits in a manner consistent with organizational standards. Provide feedback to leadership regarding common patient questions, barriers to enrollment, marketing opportunities, and ways to improve the member experience. Reporting & Analytics Track and maintain regular reporting related to personalized care membership activity, customer service performance, program marketing activity, and membership growth. Reporting may include: New memberships, renewals, retention rates, membership terminations, and membership revenue. Membership growth trends, prospective member pipeline activity, and outreach follow-up status. Patient engagement activities, event participation, program education efforts, and campaign support. Opportunities for process improvement, customer service enhancement, and program growth. Provide regular updates to practice leadership regarding membership performance, service opportunities, marketing activity, and patient engagement trends. Administrative & Front Office Support Schedule, reschedule, and coordinate appointments for personalized care members and prospective members. Verify demographic and insurance information and support accurate front office documentation. Collect copayments, balances, cash-pay service fees, membership fees, and other payments as appropriate. Calculate applicable discounts accurately when directed by practice policy. Streamline patient form completion and help personalized care members navigate required paperwork and digital tools. Support other front office tasks when needed to facilitate uninterrupted practice operations. Perform additional duties related to customer service at Lone Tree Family as assigned by the Front Office Supervisor, Practice Manager, or designated leadership. This position does not have supervisory responsibility. Qualifications Required High school diploma or equivalent. Minimum of 2 years of customer service, healthcare front office, hospitality, sales, marketing, membership enrollment, or patient relations experience. Proven record of delivering high-quality customer service in a patient-facing or client-facing environment. Strong interpersonal, verbal, and written communication skills. Professional appearance, demeanor, judgment, and discretion. Ability to discuss healthcare services, membership benefits, pricing, and program value confidently and comfortably. Strong organizational skills, attention to detail, and ability to maintain accurate records. Ability to manage multiple priorities in a busy, fast-paced clinical environment. Proficiency with Microsoft Office applications and standard office equipment. Strong work ethic, high degree of integrity, positive attitude, and willingness to learn and improve workflows. Preferred Experience in primary care, concierge medicine, personalized care, hospitality, luxury service, wellness, or healthcare membership programs. Sales, marketing, outreach, event coordination, or membership program experience. Experience with EMR systems and POS systems. Associate degree or bachelor degree. Competencies Exceptional customer service and hospitality mindset. Relationship-building skills with patients, members, families, providers, and team members. Emotional intelligence, empathy, patience, and professionalism. Confidence discussing personalized care program benefits, pricing, and enrollment steps. Marketing-oriented communication and ability to promote program value without creating pressure or confusion for patients. Initiative, self-motivation, accountability, and strong follow-through. Problem-solving ability with a hands-on focus on details and service recovery. Attention to detail, data accuracy, and confidentiality. Passion for delivering an outstanding patient and member experience. Work Environment & Physical Requirements Position is performed in a well-lighted clinical environment. Standard office equipment includes computers, printers, copiers, fax machines, and telephones. Standard hours are generally Monday through Friday; evening or weekend work may be necessary as required to support uninterrupted practice operations, events, or member engagement activities. Prolonged periods of sitting, standing, computer work, telephone use, and in-person communication are required. . click apply for full job details
TrueCare
Donor Relations Manager
TrueCare San Marcos, California
At TrueCare, we believe that everyone deserves access to excellent healthcare. For over 50 years we have been helping patients and families have timely, affordable, and expert healthcare. Joining us is just a click away. Health inside. Welcome in. Yo ur Role & Impact The Donor Relations Manager (DRM) works under the direction of the Public Information and Philanthropy Officer and is responsible for supporting fundraising efforts and fostering meaningful connections with TrueCare's donor community. The DRM plays a key role in expanding TrueCare's donor base by spearheading internal and external donor campaigns. The Donor Relations Manager manages initiatives through various marketing and communication strategies and donor database systems. The DRM collaborates closely with other departments, as well as outside agencies.The Donor Relations Manager (DRM) works under the direction of the Public Information and Philanthropy Officer and is responsible for supporting fundraising efforts and fostering meaningful connections with TrueCare's donor community. The DRM plays a key role in expanding TrueCare's donor base by spearheading internal and external donor campaigns. The Donor Relations Manager manages initiatives through various marketing and communication strategies and donor database systems. The DRM collaborates closely with other departments, as well as outside agencies. Develops, cultivates, and consistently maintains strong relationships with current donors, ensuring continued engagement and support. Researches potential donors, foundations, and development opportunities. Oversees the creation and development of compelling content aimed at current and prospective donors, content will be developed using various mediums including, but not limited to, written materials, digital newsletters, visual assets, videos, social media content, website copy, and donor-focused communication. Collaborates with PIPO to analyze insights to refine and optimize content strategies. Devises and executes internal and external fundraising campaigns, events, and initiatives to maximize donation opportunities. Stays updated with new and innovative fundraising trends and best practices for potential implementation into TrueCare strategies. Ensures donor brand standards are maintained both internally and externally. Collaborates with MarCom department to create new social media channels to enhance donor engagement and support departmental initiatives. Plans and oversees engagement events aimed at celebrating current donor base and increasing unique support and awareness of TrueCare's mission. Maintains accurate donor records, ensuring data accuracy for effective tracing and long-term communication. Tracks gifts and fulfills reporting requirements to identified stakeholders. Identifies and recommends new donor software to expand reach and maintain department goals and objectives. Works collaboratively with PIPO to develop and implement donor recognition strategies, including acknowledgment programs, donor appreciation events, and personalized communication strategies. Develops campaigns to facilitate strategic partnerships with potential corporate sponsors, foundations, and community partners. What We're Looking For Bachelor's degree in Communications, Marketing, Business Administration or relevant area. 5 or more years of experience in fundraising. Experience in managing databases and fundraising software. Working knowledge of social media marketing, corporate communication, and copywriting. Proven track record of planning successful fundraising events and strategies. Excellent communication and interpersonal skills. Availability to travel and/or work occasionally outside of normal shifts (e.g., 8am to 5pm) Why Join Us We're a mission-driven healthcare organization committed to making quality care accessible for everyone. Here, you'll have the opportunity to: Make a direct impact on community health Collaborate with passionate, supportive colleagues Grow your skills through training and outreach experience Perks & Benefits: Competitive pay Generous paid time off Low-cost health, dental, vision & life insurance Join us in building healthier communities through education, outreach, and compassionate care! The pay range for this role is $80,850 - $121,274 on an annual basis based on experience and internal equity. Pay transparency: If you are hired at TrueCare, your salary will be determined based on factors such as education, knowledge, skills, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members when determining an offer. TrueCare is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of any characteristic protected by applicable federal, state, or local law. Our goal is to support all team members recruited or employed here. Powered by JazzHR Compensation details: 74 PI5f503a579eed-9798
07/01/2026
Full time
At TrueCare, we believe that everyone deserves access to excellent healthcare. For over 50 years we have been helping patients and families have timely, affordable, and expert healthcare. Joining us is just a click away. Health inside. Welcome in. Yo ur Role & Impact The Donor Relations Manager (DRM) works under the direction of the Public Information and Philanthropy Officer and is responsible for supporting fundraising efforts and fostering meaningful connections with TrueCare's donor community. The DRM plays a key role in expanding TrueCare's donor base by spearheading internal and external donor campaigns. The Donor Relations Manager manages initiatives through various marketing and communication strategies and donor database systems. The DRM collaborates closely with other departments, as well as outside agencies.The Donor Relations Manager (DRM) works under the direction of the Public Information and Philanthropy Officer and is responsible for supporting fundraising efforts and fostering meaningful connections with TrueCare's donor community. The DRM plays a key role in expanding TrueCare's donor base by spearheading internal and external donor campaigns. The Donor Relations Manager manages initiatives through various marketing and communication strategies and donor database systems. The DRM collaborates closely with other departments, as well as outside agencies. Develops, cultivates, and consistently maintains strong relationships with current donors, ensuring continued engagement and support. Researches potential donors, foundations, and development opportunities. Oversees the creation and development of compelling content aimed at current and prospective donors, content will be developed using various mediums including, but not limited to, written materials, digital newsletters, visual assets, videos, social media content, website copy, and donor-focused communication. Collaborates with PIPO to analyze insights to refine and optimize content strategies. Devises and executes internal and external fundraising campaigns, events, and initiatives to maximize donation opportunities. Stays updated with new and innovative fundraising trends and best practices for potential implementation into TrueCare strategies. Ensures donor brand standards are maintained both internally and externally. Collaborates with MarCom department to create new social media channels to enhance donor engagement and support departmental initiatives. Plans and oversees engagement events aimed at celebrating current donor base and increasing unique support and awareness of TrueCare's mission. Maintains accurate donor records, ensuring data accuracy for effective tracing and long-term communication. Tracks gifts and fulfills reporting requirements to identified stakeholders. Identifies and recommends new donor software to expand reach and maintain department goals and objectives. Works collaboratively with PIPO to develop and implement donor recognition strategies, including acknowledgment programs, donor appreciation events, and personalized communication strategies. Develops campaigns to facilitate strategic partnerships with potential corporate sponsors, foundations, and community partners. What We're Looking For Bachelor's degree in Communications, Marketing, Business Administration or relevant area. 5 or more years of experience in fundraising. Experience in managing databases and fundraising software. Working knowledge of social media marketing, corporate communication, and copywriting. Proven track record of planning successful fundraising events and strategies. Excellent communication and interpersonal skills. Availability to travel and/or work occasionally outside of normal shifts (e.g., 8am to 5pm) Why Join Us We're a mission-driven healthcare organization committed to making quality care accessible for everyone. Here, you'll have the opportunity to: Make a direct impact on community health Collaborate with passionate, supportive colleagues Grow your skills through training and outreach experience Perks & Benefits: Competitive pay Generous paid time off Low-cost health, dental, vision & life insurance Join us in building healthier communities through education, outreach, and compassionate care! The pay range for this role is $80,850 - $121,274 on an annual basis based on experience and internal equity. Pay transparency: If you are hired at TrueCare, your salary will be determined based on factors such as education, knowledge, skills, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members when determining an offer. TrueCare is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of any characteristic protected by applicable federal, state, or local law. Our goal is to support all team members recruited or employed here. Powered by JazzHR Compensation details: 74 PI5f503a579eed-9798

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