The Lead Practice Transformation Engagement Specialist (Lead PTES) is an exempt, salaried role responsible for leading the design, implementation, and continuous improvement of outreach, engagement, and practice transformation initiatives across client engagements.

This role builds on the foundational execution of the Practice Transformation Engagement Specialist by advancing into leadership, strategy, and performance management. The Lead PTES develops standardized workflows, analyzes performance data, leads outreach and engagement initiatives, and mentors staff to ensure high-quality, consistent delivery of services.

The Lead PTES operates with a high degree of independence, collaborates cross-functionally with project leadership, PMO, and technical teams, and contributes to enterprise-wide strategy, training, and organizational performance improvement.

The essential functions or duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if work is similar, related, or a logical assignment to the position.

Outreach & Engagement Strategy and Execution

• Develop and implement standardized outreach and engagement workflows across projects
• Lead execution of outreach campaigns and ensure alignment with project and organizational goals
• Monitor performance and continuously refine engagement strategies based on data and outcomes

Data Analysis & Performance Reporting

• Collect, analyze, and synthesize outreach and engagement data to identify trends and opportunities
• Develop and maintain reports and dashboards to track performance and inform decision-making
• Partner with leadership to define and refine performance indicators aligned with organizational priorities

Process Optimization

• Lead quality outreach and engagement initiatives, including facilitation of workflow redesign
• Identify process gaps and implement targeted interventions to improve performance
• Scale successful process improvements across projects and teams

Training, Mentorship & Staff Development

• Train and mentor PTES staff and other team members on outreach tools, workflows, and best practices
• Develop toolkits, SOPs, and training materials to support onboarding and continuous learning
• Provide ongoing coaching and support to promote staff development and performance consistency

Leadership & Team Oversight

• Oversee and coordinate the work of outreach and engagement team members
• Delegate tasks, ensure accountability, and maintain quality standards across deliverables
• Foster a collaborative, high-performing team environment

Strategy & Organizational Contribution

• Partner with leadership to design and refine outreach and engagement strategies
• Contribute to enterprise-wide initiatives and organizational priorities
• Represent Elevation Health Partners in client meetings, strategy discussions, and external partnerships

Supervision

• May directly supervise Practice Transformation Engagement Specialists (PTES) or Outreach & Engagement team members
• Provides direction, coaching, and feedback to support performance and professional development
• Supports onboarding, training, and performance evaluation processes
• Ensures consistency, quality, and accountability across team deliverables

KNOWLEDGE OF:

• Outreach and engagement strategies across healthcare and consulting environments
• Lead generation approaches, including cold outreach, warm introductions, and referral-based engagement
• CRM systems and documentation standards, including data entry, tracking, and pipeline management
• Communication channels and tools, including email campaigns, LinkedIn outreach, and virtual engagement platforms
• Client lifecycle management, from initial outreach through conversion and ongoing relationship management
• Healthcare stakeholders, including providers, clinic staff, and organizational leadership
• Basic data tracking and reporting concepts to monitor outreach performance and conversion trends

SKILLED IN:

• Designing and executing outreach campaigns across multiple channels (email, LinkedIn, phone, and virtual meetings)
• Developing clear, concise, and compelling outreach scripts and messaging tailored to target audiences
• Maintaining accurate and timely CRM documentation, including activity tracking, follow-ups, and pipeline updates
• Leveraging LinkedIn and professional networks to identify, engage, and build relationships with prospective clients
• Writing professional, effective emails that drive engagement and response
• Managing multiple outreach and engagement activities simultaneously while maintaining attention to detail
• Project management, including planning, prioritization, and execution of tasks to meet deadlines
• Converting leads into engaged opportunities through consistent follow-up and relationship building

ABILITY TO:

• Communicate clearly, confidently, and professionally with diverse stakeholders across all levels of an organization
• Build trust and rapport quickly with prospective and existing clients
• Translate outreach efforts into measurable outcomes, including meetings scheduled and leads converted
• Manage competing priorities and maintain organization in a fast-paced, deadline-driven environment
• Take initiative and work independently while aligning with team and organizational goals
• Adapt communication style and outreach strategies based on audience and response patterns
• Identify barriers to engagement and adjust approaches to improve conversion outcomes
• Deliver high-quality work with strong attention to detail and consistency across all communications

SUPERVISION

Work is performed under the general direction of a Principal/Director. The Lead Practice Transformation Engagement Specialist develops and executes outreach campaigns aligned with organizational priorities and established protocols. The role exercises a high degree of independence in organizing, prioritizing, and carrying out work, including determining appropriate methods and approaches to achieve objectives.

The Lead PTES is expected to manage both routine and complex outreach, engagement, training, and operational activities by applying professional judgment and adapting approaches to meet organizational goals. For new initiatives or special projects, leadership provides overall direction, objectives, timelines, and priorities, while the Lead PTES independently manages execution and follow-through.

Work is reviewed periodically by leadership to ensure alignment with organizational goals, quality standards, and policy requirements.

The Lead PTES has access to confidential and sensitive information, including intellectual property and client materials, and is expected to maintain confidentiality in accordance with organizational policies and applicable regulations.

The Lead PTES may provide direct and/or functional supervision to Practice Transformation Engagement Specialists (PTES) and other support staff. Supervisory responsibilities may include participating in hiring and onboarding, assigning and reviewing work, providing coaching and performance feedback, and supporting professional development, in collaboration with leadership and project teams.

PHYSICAL AND MENTAL REQUIREMENTS

Employee works remotely and is required to walk, sit, talk/listen and use hands more than 2/3rds of the time. Normal vision is required for the position. Equipment operated includes office machines and computers. Employee may be required to travel up to 50% of the time with travel out of state up to 25% of the time. There may be months of no travel. Employee may be required to be onsite at clinical practice settings and will be subject to the onsite requirements of guests and volunteers as may be determined by the client organization. To support onsite work at client facilities, the employee is required to obtain an annual flu shot, complete COVID-19 vaccination and boosters, and comply with other vaccinations as may be required by the client location. Employees must follow CDC guidelines for COVID-19 or other future communicable diseases that reach pandemic proportion, in work-related activities, including mask-wearing, social distancing, and quarantining recommendations. The employee must deliver high-quality work under pressure and adapt to changing business, clients, and conditions.

• Bachelor’s degree required
• 5–8+ years of experience in healthcare consulting, outreach and engagement, practice operations, or related fields
• Demonstrated ability to exercise independent judgment and discretion in planning, prioritizing, and executing work in a fast-paced, client-facing environment
• Experience designing and implementing outreach and engagement strategies, including lead generation, relationship management, and conversion
• Proficiency in CRM and Project Management systems (e.g., Monday.com), including accurate documentation, pipeline tracking, and reporting
• Experience using LinkedIn and other professional networking platforms for outreach and relationship development
• Strong written and verbal communication skills, including the ability to develop effective outreach messaging, scripts, and professional correspondence
• Demonstrated project management skills, including the ability to manage multiple priorities, meet deadlines, and deliver high-quality work independently
• Ability to analyze performance data and adjust outreach and engagement strategies to improve outcomes
• Experience working with healthcare organizations, including FQHCs, health systems, or health plans preferred
• Proven ability to build relationships, influence stakeholders, and drive engagement across diverse audiences
• Strong proficiency in Microsoft Office (Excel, PowerPoint).

This is a full-time, exempt position that reports to the Principal/Director. Must be authorized to work for any US employer. Elevation Health Partners is California-based and operates within the Pacific Standard Time (PST) time zone. Elevation Health Partners supports a work-from-home arrangement, subject to client and/or project needs.

The benefits for full-time regular employees include Medical, dental, and vision insurance, a 401(k) retirement plan, commuter benefits, vacation, sick time, and paid holidays. This information provides a brief overview of Elevation Health Partners' employee benefits program. Elevation Health Partners reserves the right to amend or terminate any benefits and/or benefit plans with or without notice.

The Lead Practice Transformation Engagement Specialist role corresponds to an annual salary of $70,000 to $90,000, depending on education, skills, and years of experience.

Elevation Health Partners is an equal-opportunity employer committed to diversity and values our differences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristics protected by applicable law.

Elevation Health Partners is a woman-owned small business that has supported safety net providers throughout California for almost two decades and has expanded services to the state of Michigan. Our master-curated practice transformation coaching model has improved care and services for low-income and underserved communities.

We are a team of passionate quality improvement, public health, and technical healthcare consultants with close to two decades of collaboration with policymakers, grant makers, state and federal agencies, and commercial healthcare organizations in the development and execution of strategies to advance meaningful, measurable improvements in all areas of the healthcare delivery system.

Elevation Health Partners takes a people-centric approach to serve and guide the needs of our clients. We are champions in the healthcare industry who consistently execute and deliver superior solutions in patient-centered healthcare delivery and associated value-based reimbursement strategies. Elevation Health Partners aims to elevate health for all populations through non-generic, tailored solutions for our clients, ‘forward thinking’, and never settling for traditional approaches.

For more information, please visit www.elevationhealthpartners.com