Engagement Specialist

Job Locations US
ID
2026-7048
Category
Customer Service/Support

Overview

Caretria Job Logo

 

YOUR PASSION, ACTIONS & FOCUS is our Strength

Become one of our Contributors

Join the Caretria Team!

 

The Engagement Specialist will be directly involved in developing and analyzing workflows for new client launches and existing program optimization. The Specialist will be responsible for ensuring business rules reflect customer’s needs and aligns with system functionality.  The Specialist is a core team member responsible for routinely communicating with customers and internal stakeholders.  In this role, the analyst should have an analytical mind and a strong business acumen. Critical thinking skills and attention to detail are essential.

 

Fully remote role supporting our Pharmacy Business Unit

Responsibilities

    • Creates client service program operational process flows that graphically represent the program’s processing workflow.
    • Collaborates with client stakeholders, internal department leaders, and internal subject matter experts, to draft and create client service program business rules.
    • Analyzes workflows to identify areas of improvement to develop and recommend process improvements, functionality changes, and upgrades in systems as needed.
    • Assists Project Managers with program setup by determining the correct operational flow and responsibility assignment within the organization for existing client base, and new client accounts.
    • Assures all required standard system configuration documents accurately reflect client requirements, in business rules and standard intake documents, are provided to the correct internal stakeholders for workflow setup by documented deliverable dates.
    • Interacts with multiple departments to maintain efficient processes and implement new services.
    • Provide insight to departments regarding the design and development of technical requirements.
    • Document, model, and update program architecture in tabular format to support internal labor and forecasting, in collaboration with internal department leaders, and internal subject matter experts.
    • Maintain proficiency with utilizing the project management online software to lead engagements and projects.
    • Support continuous improvement of the implementation process based on lessons learned, observations, operational feedback and client surveys.
    • Ensure successful client relationships and overall implementation satisfaction is maintained and measured through verbal/written communication, client surveys and feedback, while mitigating concerns for timely resolution.

     

    The above duties are meant to be representative of the position and not all-inclusive.

     

Qualifications

MINIMUM JOB REQUIREMENTS:

  • Bachelor’s degree or equivalent combination of education and experience
  • 3+ years of experience in healthcare, pharmacy services, consulting or process improvement experience
  • Strong background in process improvement methodologies.

 

KNOWLEDGE, SKILLS & ABILITIES:

  • Strong communication skills, both oral and written. Must possess good interpersonal skills and the ability to communicate status, risk and opportunities in a timely and effective manner.
  • Strong organizational skills. Support of multiple, parallel projects requiring detailed task coordination and tracking.
  • Proficiency in MS Project, MS Office, including Visio
  • Excellent analytical and problem-solving capabilities.
  • Update project management records such as project plans, meeting notes, lessons learned, risk analysis, project metric reporting, etc.
  • Ability to prioritize work, meet deadlines and make effective presentations.
  • Experience working in a team-oriented, collaborative environment.
  • Commitment to standardization and best practices in service delivery.
  • Adaptable and resilient in a fast-paced, evolving healthcare environment.
  • Collaborative with the ability to maintain positive and professional relationships.

 

PHYSICAL DEMANDS:

  • Location of job activities 100% inside
  • Extensive manual dexterity (keyboarding, mouse, phone)
  • Use of phone for communication
  • Noise and/or vibrations exposure
  • Sit for prolonged periods of time
  • Occasionally stoop, kneel, and crouch
  • Ability to travel out of state 10%

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

 

TRAVEL & AVAILABILITY REQUIREMENTS:

  • 0-20% travel

 

The expected base pay range for this position is $100,000–$120,000 per year. The actual compensation for the position may vary based on market differences and on factors such as skills, experience, qualifications and can vary based on location and/or work schedule. In addition to base pay, CareTria offers a comprehensive benefits package. Full-Time benefits include access to health, dental, and vision insurance; retirement plan options; paid time off; paid parental leave; employee assistance programs; and other perks. Eligible employees may also have access to performance bonuses.

CareTria is an Equal Opportunity Employer.

 

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