Now is the time to join us! 

Who are you?

The Team Lead of Screening Services is a player-coach role responsible for the planning, scheduling, preparation, delivery, and follow-up of health screening services to Personify Health clients. The Team Lead will supervise a group of Screening Coordinators while also spending a portion of their time (25-50%) working on screening event planning activities themselves. Working closely with the Manager of Screening Services, the Team Lead ensures that all client deliverables meet and/or exceed the expectations of both the client and Personify Health. In addition to planning and scheduling events, the Team Lead is an internal escalation point for Client Success and other departments. The Team Lead should possess creative abilities and strong written and verbal communication skills. Finally, the individual must be self-motivated, organized, detail-oriented, flexible, and able to apply constructive feedback

In this role you will wear many hats, but your knowledge will be essential in the following:  

• Directly manage the team of Screening Coordinators across the Personify Health organization to ensure standard processes and best practices are being followed
• Hold one-on-one meetings with each of the Screening Coordinators to coach and support growth
• Be the primary point of contact for the Screening Coordinators for day-to-day questions, in addition to being a point of escalation for Screening Services inquiries within Personify Health
• Enforce the use of established processes, documentation and approved systems (Ex. Confluence, Salesforce, etc.)
• Assist with the Request for Screening process and support the Manager of Screening Services in ensuring work is evenly distributed across the Screening Services team
• Support the review and/or creation of screening communication materials along with Product Marketing
• Build strong working relationships with internal teams including but not limited to: Client Success, Sales, Platform Services, Member Services, and Project Management (Implementation)
• Support the CS & Sales organizations with escalated issues, RFPs, and enablement requests
• Availability outside of standard office hours via phone and email is preferred

As a player-coach, the Team Lead, Screening Services will also fulfill the roles & responsibilities of the Screening Coordinator and will:

• Be the primary point of contact for health screenings for his/her designated clients
• Coordinate the logistics of biometric health screening events and services working directly with Client Success, Project Management, and the screening partners
• Participate in client calls to provide guidance and best practices around onsite screenings and Community Access services; taking notes, providing feedback and assisting with follow-ups
• Manage the event planning and coordination including but not limited to: dates, times, locations, expected participation, and site contact information
• Document and track screening events in the approved internal management applications
• Work with the screening partner to ensure the events are fulfilled as requested
• Communicate internally to support additional tasks including eligibility file transmission, scheduler configuration, etc

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

What you bring to the Personify Health Team:

In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including:

• Knowledge of Personify Health product functionality
• Proficiency with various software applications, including but not limited to Microsoft Suite (Word, Excel, Powerpoint, Outlook, Teams, and OneDrive)
• Previous experience using Salesforce preferred
• Strong ability to navigate directly, and guide team members through, a dynamic technological environment
• Experience in event planning/execution
• Willingness to accept and contribute new ideas and adapt to a rapidly changing, high-growth, environment
• Passion for team building across the Client Operations organization and cross-functionally within Personify Health
• Capacity to get things done quickly with a strong sense of urgency
• Previous experience as a manager is ideal, but not required.
• Previous experience working at Personify Health preferred.

You also take pride in offering the following Core Skills, Competencies, and Characteristics:

• Self-directed, results-oriented attitude with strong project management skills
• Confidence to interact in a meaningful way across partners and internal stakeholders
• Ability to adapt quickly in a high-growth business environment
• Sense of pace and urgency to ensure work is completed within the expected timelines
• Ability to multi-task and perform effectively with multiple priorities
• A high level of professionalism and positive work behavior

No candidate will meet every single desired qualification. If your experience looks a little different from what we’ve identified and you think you can bring value to the role, we’d love to learn more about you!

Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.

We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.