Success Coordinator

Summary

Join Presence, a leading provider of teletherapy solutions, as a Success Coordinator! This pivotal role focuses on efficient student referral processing and service delivery, ensuring timely assignment and support for students nationwide. You will manage high-volume student referrals, collaborate with cross-functional teams, and maintain accurate data. The ideal candidate possesses strong administrative experience, exceptional communication skills, and proficiency in data management tools. Presence offers a remote-first work environment with comprehensive benefits, including medical, dental, vision, PTO, paid holidays, and a home office stipend.

Requirements

• 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
• 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

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
• Receive, input, and verify caseload details under the guidance of Clinical Success
• 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

Preferred Qualifications

• Previous experience in the education or healthcare industry
• An associate’s degree
• 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
• 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
• We are intentional about creating a culture that is fun and inclusive
• This role is also eligible to participate in Presence’s equity plan subject to the terms of the applicable plans and policies