Lumata Health

Customer Success Manager

• Building and maintaining strong relationships with existing accounts
• Handling partner inquiries and finding solutions
• Monitoring practice performance and trends
• Preparing monthly reports and business reviews
• Identifying opportunities to expand services

Enterprise Client Success Manager

Sales

• Make a high volume of outbound calls daily (80+ minimum) to prospective patients
• Educate patients on program benefits and overcome objections to secure enrollment
• Use persuasive but compassionate communication to drive action while maintaining patient trust
• Guide patients through the enrollment process, ensuring accurate information is collected
• Confirm that patients successfully transition to their first scheduled care call
• Document all interactions in CRM software (Salesforce) and maintain HIPAA compliance
• Consistently meet or exceed daily enrollment goals (10+ enrollments per day minimum)
• Achieve conversion and activation targets tied to patient growth metrics
• Be accountable for results related to outreach, enrollments, and bounce prevention
• Share best practices with peers and team leads to optimize outreach effectiveness
• Participate in training and feedback sessions to improve objection handling and enrollment success
• Partner with leadership to refine scripts, workflows, and patient messaging

Enrollment Specialist – Outbound Sales

Financial Planning and Analysis

• Develop and maintain the company's financial budgets and forecasts.
• Build financial models to evaluate various scenarios and make informed decisions.
• Monitor the company's financial performance against budgets and forecasts.
• Analyze variances between actual financial results and budgeted/forecasted figures.
• Prepare regular financial reports for internal stakeholders as well as external parties.
• Conduct ad hoc financial analyses as requested by management.

Enterprise Client Success Manager

Enrollment Specialist – Outbound Sales

Strategic Finance Analyst