Success Coordinator jobs in United States
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Presence · 1 week ago

Success Coordinator

Presence is the leading provider of teletherapy solutions for children with diverse needs, connecting various specialists to school districts nationwide. The Success Coordinator plays a crucial role in managing student referrals and ensuring efficient service delivery to empower providers in their mission to serve students effectively.

EducationHealth CareSpecial EducationTherapeuticsVideo Conferencing

Responsibilities

Implement and oversee timely administrative student referral management tasks
Monitor student referral efficiencies to ensure students within these accounts are promptly assigned, moved to in-process (therapy), or completed (assessments)
Support matching of students according to school schedules
Process, complete, cancel, or delete student services as needed, and escalate issues when necessary
Collaborate with Customer and Clinical Success teams to address administrative concerns or questions about student referrals for high-volume accounts
Assist these teams with onboarding customers and ensuring thorough documentation of program implementation and service coordination practices
Under the guidance of Clinical Success, receive, input, and verify caseload details
Confirm alignment with contractual agreements
Support organizing and maintaining Organizational Handbooks and district-specific resources
Utilize student referral management strategies as guided by Clinical Success
Flag or escalate student referrals within high-value accounts that require additional oversight
Conduct reviews of data on active providers, billing, workload utilization, ongoing referral and service delivery metrics, and general data management tasks, including monitoring shared student referral sheets and billing reports

Qualification

SalesforceData ManagementTask ManagementG-SuiteMicrosoft ExcelCommunication SkillsProblem-SolvingPassion for EducationOrganizational SkillsTeamworkFlexibilityAdaptabilitySelf-Motivation

Required

1-2 years in a professional administrative role or similar, with experience managing high-value accounts preferred
Exceptional written and verbal communication skills demonstrated through email, conference calls, internal meetings, client visits, and presentations
Previous experience in the education or healthcare industry is highly desirable
Strong problem-solving skills and awareness of escalation protocols
Ability to balance various daily tasks and strategically adjust priorities
Experience with Salesforce or a similar CRM, G-Suite, Mac, and Microsoft Excel
Proficiency in data management and using reports for key metrics and accountability monitoring

Preferred

An associate's degree is preferred; experience can be considered instead of education
A genuine passion for helping schools and students with special needs
Strong self-motivation and an entrepreneurial mindset dedicated to growing services and client base
Quickly adjusting to changing conditions while maintaining high-performance standards
Ability to communicate professionally via phone and email
Excellent organizational skills
Great collaborative and independent problem-solving skills
Ability to work well with other team members in high-pressure situations with grace, optimism, and a sense of humor

Benefits

Comprehensive Medical Coverage includes Dental and Vision
Accrued PTO of 120 hours annually
11 Company Paid Holidays
Benefits Package: including 401K savings plan and access to an Employee Assistance Program.
$500 home office stipend
Paid Life insurance, AD&D., and disability benefits
Paid parental and caregiving leave.
Eligibility to apply for a Professional Development Scholarship.
Inclusive Culture: We are intentional about creating a culture that is fun and inclusive.

Company

Presence

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Presence makes live, online special education related services available to K-12 students.

Funding

Current Stage
Late Stage
Total Funding
$414.16M
Key Investors
Bain Capital Double Impact FundCatalyst Investors
2021-11-12Private Equity· $349.65M
2020-05-19Series D· $27M
2015-11-17Series C· $25M

Leadership Team

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Kate Eberle Walker
Chief Executive Officer
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Jess Compagnola
Chief Financial Officer
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Company data provided by crunchbase