Director, CRM and Strategic Initiatives – Job Description

Employment Type: Full-time
Level: Director
Location: Remote MN

Who we are: 

At Herself Health, we're on a mission to help women get more life out of life, together. We are building a new model of primary care for women 65+ to solve long-standing problems: rushed appointments, long wait times, and care that's generalized rather than specialized towards women’s needs later in life such as post-menopausal care, bone and joint health, weight management, and mental, social and emotional well-being. 

Our patient-centric primary care clinics are dispersed across Minneapolis/St. Paul, MN. We are thrilled to serve the Twin Cities metro in our clinics located in Highland Park (St. Paul), Crystal, and South Minneapolis, Rosedale and Eagan. Our team of 120+ colleagues is on a mission to innovate the primary care landscape for women 65+. We’re seeking like-minded individuals with a shared passion to join us! 

About the Director, CRM & Strategic Initiatives Role:

The Director of CRM and Strategic Initiatives will lead high-impact, strategic initiatives related to growth across the enterprise. Working closely with Sales leadership and other key stakeholders, you will take on complex strategic and operational challenges with the goal of building creative and novel solutions to achieve patient attributions and patient transitions to Herself Health plans from various types of health insurances. In addition, you will assist with the development of our go-to-market strategy, and the advancement of analytics to support patient transitions.

In this role, you will need to be prepared to build out and integrate our CRM tool as a business intelligence and measurement tool that enables the enterprise to measure success toward goals and make fact-based adjustments to maximize patient transitions/attribution. In addition you will manage and coach our Onboarding Specialists to ensure maximum success

Core Responsibilities:

- Identify and develop CRM development and reporting that enables transparency and maximizes performance
- Significantly impact patient attribution rates
- Lead initiatives to improve effectiveness of existing channels, including implementing strategic adjustments, technology enablement, and process improvement
- Drive improved analytics & reporting related to sales & retention
- Analyze customer acquisition cost
- Develop reports, track KPIs, organize and lead meetings to review performance
- Identify opportunities and support improvements to new patient journey in order to drive better patient experience and transition

Must-have Qualifications and Skills:

- Bachelor’s degree in marketing, business administration or related field
- CRM management responsibility. Sales certification preferred
- At least 10 years of professional experience in health plan and or provider sales and patient transition
- Self-motivation with strong interpersonal, communication, presentation and organizational skills
- Strong analytical capabilities and data-driven mentality, with strong data mining capability
- Proven ability to influence and lead cross-functional teams
- Role may require travel periodically, as needed
- Must be eligible to work in the US

Herself Health supports Equal Employment Opportunities (EEO). We are committed to fostering a diverse and inclusive workplace. We do not discriminate on the basis of race, religion, color, national origin, gender identity or expression, sexual orientation, marital status, disability status, veteran status, disability status, parental status, political affiliation, or any other status protected by federal, state, or local laws.