Analyst, Outreach Executive, Team Lead

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

 Company: Oak Street Health 

Title (Oak Street Health): Outreach Executive

Title (CVS): Outreach Executive I/II/III Team Lead

Job Grades: Outreach Executive I Team Lead - 106

                      Outreach Executive II/III Team Lead - 107

Role Description and Responsibilities:

The Outreach Executive (OE) is responsible for developing relationships with members of the community to engage Medicare seniors with the company. Outreach Executives should be engaging Medicare seniors with the goal of having those individuals become patients of the company.

Outreach Executives will work very closely with their Regional Directors of Growth and Community Relationship Managers to help drive new patient growth locally in their assigned territory.

The key deliverables for this role are as follows:

• Sales

  • Generating leads by effectively engaging Medicare-eligible seniors in the community through event execution and local community outreach

  • Maintaining internal sales system knowledge and marketing programs by attending scheduled meetings to learn about new updates on services, workstreams, and initiatives

  • Nurturing prospective patients and engaging with potential for new patients with an ambitious mentality via email, phone, and networking

  • Collaborating with your Community Relationship Manager (CRM) and other OEs to drive lead generation and community engagement

  • Effectively and compliantly partner with local Insurance Agents (IAs) to support the growth of Oak Street Health

  • Independently manage pipeline from prospective patient to new patient, meeting or exceeding individual monthly patient acquisition target.

• Relationship Management

  • Maintaining consistent touchpoints with prospects to continuously engage prospects to drive new patient growth in assigned territory

  • Capture and record customer information and sales activity into customer relationship management (CRM) system and other business systems

  • Partner cross-functionally with clinical and operational teammates to maintain patient experience.

  • Resolving any concerns & complaints new prospects & patients may have by working with prospect to understand the concern or directing the prospect or patient to another employee

• Leadership (Team Lead Responsibilities)

  • Leading team outreach huddles in AM or PM

  • Supports top of funnel efforts to increase center/regional growth (i.e. field account engagement, event scheduling)

  • Actively partners with insurance agents to support individual/center/regional growth

  • Actively partners with service and clinical teams to support collaboration with Outreach

  • Supports overall growth of region by travel to other centers if needed, along with promotion of harmony and collaboration between outreach and CC sales

  • Supports onboarding and development of new hires 

  • Adapts to regional and center-level growth needs depending on seasonality and individual need

  • Supports Regional Director of Growth with schedule management 

  • Other Duties as Assigned by RDG

What we’re looking for:

This is an exciting opportunity to own sales strategy and execution in a value based care organization that is changing the way healthcare is delivered. We are looking for people who have:

• High school diploma

• 2-5 years prior relevant experience

• Mission oriented

• Ability to quickly