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Onboarding Guide (Patient Enrollment)

Hello Hera Inc.

Job Overview

Location

United States

Job Type

Full-time

Full Job Description

📋 Description

• As an Onboarding Guide at Hello Hera Inc., you will be the crucial first point of contact for families referred by doctors, serving as their primary guide from initial inquiry to their first appointment with a Hera "Hero." Your role is pivotal in transforming overwhelmed and potentially skeptical families into confident, engaged clients, ensuring they receive the comprehensive geriatric care management services Hera provides.
• You are the embodiment of Hera's commitment to compassionate and competent care. When families are referred, they often feel lost, confused by healthcare systems, and unaware of how services like geriatric care management, especially those covered by Medicare, can benefit them. Your primary objective is to cut through this confusion, build immediate trust, and make the path to receiving care clear and accessible.
• This position is a unique blend of relationship-building, operational excellence, and a touch of salesmanship. You are not just processing applications; you are actively engaging with individuals during a vulnerable time, understanding their unique needs, and demonstrating how Hera can be the solution. Your success is measured by your ability to remove all obstacles, ensuring a seamless transition from referral to a scheduled appointment with their dedicated "Hero."
• You will own the entire onboarding journey for each family. This means meticulously managing paperwork, verifying documentation, confirming insurance coverage, and scheduling initial consultations. You will proactively address any potential roadblocks, whether they stem from missing information, skepticism from adult children, or technological barriers faced by the patient.
• A key aspect of your role involves leveraging technology to create an efficient and positive onboarding experience. Instead of relying on outdated methods like faxes and voicemails, you will utilize modern tools to streamline communication, document submission, and appointment scheduling, making the process as frictionless as possible.
• You will act as a vital liaison between families and Hera's internal care team. This involves coordinating effectively to ensure a smooth and informed handoff to the assigned "Hero," providing them with all necessary context to continue the family's care journey seamlessly.
• Furthermore, you will assist families in navigating various technological platforms. This includes guiding them through document uploads, facilitating their participation in telehealth appointments, and ensuring they can confidently sign electronic forms, thereby empowering them to engage with Hera's services.
• A critical responsibility is to identify and address any points of friction within the intake and onboarding process. Your insights will be invaluable in not only resolving issues for individual families but also in contributing to the continuous improvement of our operational workflows, ensuring scalability and maintaining high-quality service delivery.
• You will collaborate closely with our engineering team, providing feedback and suggestions to further streamline onboarding workflows and enhance the overall client experience. This cross-functional collaboration is essential for scaling our operations effectively while upholding the exceptional quality of care that defines Hera.
• By joining Hera as an Onboarding Guide, you are not just taking a job; you are becoming an integral part of an early-stage, rapidly growing company. You will have a significant opportunity to shape the future of our client onboarding processes and influence how countless families experience our services for years to come.
• Your mission is to ensure that families receive the help they desperately need, preventing them from falling through the cracks of a complex healthcare system. You are building genuine trust and providing a lifeline during a critical period in their lives.
• You will be empowered to own the full onboarding experience, ensuring that every step is managed with care and precision, rather than passing off responsibilities and hoping for the best.
• You will be instrumental in making the process so clear and the experience so positive that choosing Hera feels like the obvious and best decision for the family.
• This role offers significant opportunities for professional growth as you contribute to shaping the operational playbook of a fast-growing startup.

🎯 Requirements

• Proven experience in healthcare sales, care coordination, customer success, or a similar client-facing role, preferably with experience supporting older adults or their families.
• Exceptional communication and interpersonal skills, with the ability to build rapport and trust quickly over the phone and through other communication channels.
• Strong organizational skills and a meticulous attention to detail, ensuring that no task or piece of information falls through the cracks.
• A proactive and problem-solving mindset, with a knack for identifying inefficiencies and developing streamlined solutions.
• Tech-savviness and comfort with using various digital tools and platforms for communication, documentation, and scheduling.

🏖️ Benefits

• Flexible 1099 contract work arrangement with the ability to set your own schedule within business hours (30-40 hours/week).
• Competitive hourly base pay ranging from $25-$30 per hour.
• Performance-based enrollment bonuses, with top performers earning between $40-$50 per hour.
• Fully remote position, allowing you to work from anywhere within the United States.
• Opportunity to be a foundational member of an early-stage, high-growth company and significantly impact its trajectory.

Skills & Technologies

Design

Remote

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Hello Hera Inc.

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About Hello Hera Inc.

Hello Hera is a platform designed to empower women through financial literacy and community. It offers a comprehensive suite of tools and resources focused on budgeting, saving, investing, and debt management, tailored specifically to women's unique financial journeys. The platform aims to demystify complex financial concepts, making them accessible and actionable for users of all levels of experience. Beyond individual finance management, Hello Hera fosters a supportive online community where women can share experiences, ask questions, and find encouragement. By providing education, tools, and a network of peers, Hello Hera strives to help women build financial confidence, achieve their goals, and secure their economic future.

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