Forum Health · 1 week ago
LTV Recall Marketing Coordinator
United States
Full-time
Remote
Entry, Mid Level
$65K/yr - $75K/yr
2+ years expForum Health is a nationwide provider of personalized healthcare, and they are seeking a Patient LTV / Recall Coordinator to manage patient retention, reactivation, and recall strategies. This role involves overseeing various outreach campaigns and ensuring effective communication with patients to improve retention rates and overall patient value.
Alternative MedicineDietary SupplementsHealth CareMedical
No H1B
Responsibilities
Own the recall outreach calendar across direct mail, SMS, and email, aligned to clinic capacity and operational readiness
Build and maintain target lists for outreach (e.g., overdue follow-ups, inactive patients, canceled/no-show history, care plan milestones)
Coordinate scheduling/operations to ensure campaigns drive to the right next step (appointments, follow-ups, next-visit actions)
Manage postcard workflows end-to-end: list selection, segmentation, creative requests/briefs, proofing/QA, vendor coordination, drop timing, and response tracking
Ensure brand compliance, clear calls-to-action, and operational alignment (correct locations, phone numbers, URLs/QR codes, and offers)
Create repeatable 'postcard playbooks' for common recall scenarios (e.g., annual follow-up, reactivation, missed appointment)
Deploy segmented SMS campaigns: reminders, reactivation nudges, time-sensitive call-to-action prompts, and follow-up sequences
Ensure suppression rules, consent requirements, and frequency standards are followed
Continuously optimize timing, message length, CTAs, and sequencing based on performance
Deploy and QA segmented email campaigns and journeys supporting recall/reactivation
Maintain message templates and approved copy blocks; request creative updates as needed
Optimize subject lines, send times, content structure, and CTAs based on performance
Maintain clean segmentation based on consent status, communication preferences, location, appointment history, and service needs (as permitted and directed)
Ensure suppression rules are followed (opt-outs, do-not-contact, incorrect contact info)
Identify data quality gaps (missing phone/email/address, duplicates, tagging issues) and coordinate fixes with marketing ops/technology support
Track weekly/monthly performance across channels and campaigns: response rate (mail), click/CTR (email), reply/click (SMS), bookings generated, show-rate lift, unsubscribe/opt-out rates, and downstream conversion
Produce concise performance summaries and recommended optimizations for marketing leadership and operational partners
Identify what's working and propose specific improvements (audience criteria, creative angles, offer framing, channel mix, cadence)
Partner with clinic operations and scheduling stakeholders so recall efforts map to real capacity and workflow realities
Flag structural blockers that will cap recall performance (e.g., scheduling friction, capacity constraints, access barriers) and recommend fixes
Qualification
Required
Bachelor's degree in Marketing, Communications, Business, Health Administration, Analytics, or a related field OR equivalent experience in lifecycle/CRM, customer engagement, retention, or marketing operations
2–5 years in lifecycle marketing operations, retention/CRM coordination, patient engagement, or an operations-heavy marketing role
Demonstrated experience executing segmented campaigns via email and SMS, plus comfort managing direct mail campaigns (or strong willingness to learn quickly)
Strong attention to detail; comfort handling sensitive data and following consent/communication preference rules
Excellent project management skills and ability to run multiple campaigns concurrently
Strong reporting skills (Excel/Sheets; comfort with dashboards and KPI interpretation)
Preferred
Experience in healthcare, wellness, clinics, or regulated industries
Familiarity with appointment/scheduling workflows and common recall scenarios
Experience coordinating with vendors (printing/mailing, creative production) and managing proofs/QA processes
Track record improving operational KPIs (reactivation, retention, show rate) through message and audience optimization
Benefits
401(k)
401(k) matching
Health Insurance
Dental Insurance
Life Insurance
Vision Insurance
Paid Time Off
Company
Forum Health
Forum Health is a network of functional and integrative healthcare providers.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$14.2M2022-09-01Series B
2021-03-25Series A· $6.5M
2019-06-01Seed· $4.2M
Leadership Team
Philip Hagerman
Chief Executive Officer
A
Adam Puttkammer
President
Recent News
Crain's Detroit Business
2024-11-12
Company data provided by crunchbase