Field Operations Coordinator

2 weeks ago


Hopewell, United States Hidden Roots LLC Full time
Job Title:

Field Operations Coordinator

Job Overview:

This role is responsible for overseeing client management, ensuring compliance, and enhancing client engagement while supporting agency growth. The successful candidate will have excellent communication skills, be proactive in marketing agency services, and meet client quotas.

Key Responsibilities:
  • Marketing Strategy:
    • Develop and implement effective marketing strategies to attract a minimum of 3 new clients per week.
    • Collaborate with marketing teams and attend events as needed to promote services.
  • Client Chart Management:
    • Create and maintain accurate client charts, including completing referral forms and legal packets.
    • Create goal cards for clients using Noteable and assign clients for assessment.
    • Input client data into tracking spreadsheets to support Compliance team audits.
  • Client Engagement:
    • Conduct regular orientation sessions in person for all new clients while awaiting authorization.
    • Ensure legal documents are signed accurately and engage clients to maintain involvement during the pre-authorization process.
    • Assign clients to QMHPs once authorized and ensure a smooth handoff.
  • Quality Assurance & Care Coordination:
    • Conduct weekly quality assurance (QA) calls with clients.
    • Bill one hour for each client care coordination effort through QA calls.
    • Address any concerns from QMHPs or Supervisors regarding client care and performance.
  • Caseload Management:
    • Maintain a personal caseload of 20 hours weekly.
    • Achieve a minimum of 20 hours of billable services through client sessions or other case management duties.
    • Fill in for client sessions during QMHP absences, including vacations or leaves.
  • Leadership & Supervision:
    • Assign clients to QMHPs when approved, and manage warm handoff processes.
    • Conduct New Hire Orientation for new QMHP on Field through shadowing sessions.
    • Coordinate with Supervisors to handle internal investigations or client concerns.
    • Attend weekly leadership meetings (2 hours): 1 hour with the Director and 1 hour with clinical supervisors.

Salary: $43,000 - $52,000 per year, remote work option available.



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