Enrollment Specialist

Position overview

Ceresti Health is looking for caring, driven Enrollment Specialists to be the first contact for family caregivers who qualify for the Caregiver Support Program. The role combines proactive outreach, program education, and enrollment coordination to help families access support during difficult caregiving moments.

This is not a conventional sales position. It is a purpose-led enrollment role that depends on empathy, clarity, and dependable follow-through, while still being measured against clear performance goals.

Performance expectations

Enrollment Specialists are evaluated using objective metrics that include:

• Number of outbound calls placed and rate of caregiver contact
• Number of enrollment agreements reached and enrollments completed
• Conversion from first contact to completed enrollment
• Accuracy of documentation and CRM upkeep
• Speed and reliability of follow-up and internal handoffs

Success in this role means maintaining strong productivity without compromising conversation quality or the caregiver experience.

Why this role matters

For many families, the Enrollment Specialist is the first real person they speak with at Ceresti. Caregivers may be overwhelmed, uncertain, or hesitant, and the quality of these conversations can shape trust, engagement, and long-term outcomes.

The role is about more than completing enrollments; it is about opening access to guidance, relief, and support for families managing dementia care.

Key responsibilities

• Reach out by phone to eligible family caregivers and introduce the Caregiver Support Program.
• Lead respectful, thoughtful conversations that help understand caregiver needs and willingness to move forward.
• Explain the program’s purpose, advantages, and expectations in simple, caregiver-friendly language.
• Use empathy and confidence together to help caregivers make informed enrollment decisions.
• Obtain agreement to enroll and guide caregivers through the next steps.
• Record calls, outcomes, and notes accurately in CRM and enrollment tools.
• Manage assigned leads and follow-up queues to keep outreach timely and organized.
• Coordinate transfers to coaches, operations, or other support teams when needed.
• Follow HIPAA requirements and internal privacy standards.
• Participate in huddles, training, and performance reviews.
• Share feedback from caregiver conversations to improve scripts, workflows, and enrollment methods.
• Contribute to ongoing efforts that improve caregiver experience and enrollment efficiency.

Required qualifications

• English fluency.
• Authorization to work in the United States.
• Ability to work autonomously in a fully remote setup.
• Comfort with frequent phone-based conversations.
• Strong attention to detail and accurate recordkeeping.

Preferred qualifications

• Background in enrollment, inside sales, outreach, or customer engagement.
• Exposure to caregiving, healthcare, or dementia-related challenges through work or personal experience.
• Experience logging calls, notes, and results in CRM platforms.
• Ability to adjust communication based on a caregiver’s emotional state and readiness.
• Experience in HIPAA-compliant or other regulated environments.
• Willingness to learn and work across new technology platforms; Mac/iOS experience is preferred.

Skills and attributes

• Empathy and emotional intelligence
• Clear, confident communication
• Trust building
• Organization and consistency
• Resilience and composure under rejection
• Adaptability in a changing environment
• CRM and documentation discipline
• Phone-based customer engagement

Job details

Employment type: Full-time

Compensation: Competitive hourly pay with performance-linked incentives

Location: Remote, with preference for support across multiple U.S. time zones

Schedule: Monday through Friday, with some flexibility and possible weekend coverage during peak periods

Benefits

• Medical, dental, and vision coverage
• Paid time off
• Fully remote work setup
• Mission-driven and collaborative team environment
• Continuous training and professional growth
• Potential advancement into senior enrollment, training, or operations roles