Edtech.com's Summary

Presence is hiring a Success Coordinator. The role involves managing high-volume student referrals, collaborating with clinical and customer teams to ensure efficient service delivery, and supporting administrative and data management tasks to maintain referral fidelity and scalability across school districts.

Highlights

Manage high-volume student referral processing including timely assignment, scheduling, and service status updates.
Collaborate closely with Customer and Clinical Success teams to support onboarding and resolve administrative queries.
Input and verify caseload details to align with contractual agreements.
Organize and maintain resources such as Organizational Handbooks and district-specific materials.
Utilize Salesforce or similar CRM, G-Suite, Mac, and Microsoft Excel for data management and reporting.
Require 1-2 years of professional administrative experience; education or healthcare industry background preferred.
Strong communication skills necessary for email, calls, meetings, and presentations.
Associate’s degree preferred; relevant experience may substitute educational requirements.
Offer comprehensive benefits including medical, dental, vision, 401K, paid holidays, PTO, home office stipend, and parental leave.
Base pay is $19.25 per hour, non-exempt hourly position, with potential participation in Presence's equity plan.

Success Coordinator Full Description

About Presence

Presence is the leading provider of teletherapy solutions for children with diverse needs. Through our award-winning technology, Presence connects speech-language pathologists, school psychologists, occupational therapists, and mental health specialists to school districts nationwide. Our growing network of 2,000+ clinicians has delivered over 7 million teletherapy sessions to K-12 students.

We are a remote-first, distributed workforce of 200+ corporate employees, headquartered in New York. We place a high value on “cameras on” engagement, schedule coordination and cross-functional communication to stay connected with each other when working in different places. Many roles require travel to create opportunities to engage in-person with our school partners, our clinicians, and each other.

Why is this role important?

The Success Coordinator holds a pivotal role within Presence by recognizing and performing all value-added tasks of the Success Coordination team, leading and uniting efforts across the team to ensure optimal student referral processing and efficient service delivery. This position is instrumental towards the Presence mission of empowering everyone who serves children with diverse needs by enabling providers to deliver invaluable services to students nationwide, ensuring fidelity, scalability, and meticulous execution of referral management with a profound commitment to students being served quickly and thoroughly throughout the IEP and service lifecycle.

What will you do at Presence?

High-Volume Student Referral Management: Implement and oversee timely administrative student referral management tasks. Monitor student referral efficiencies to ensure students within these accounts are promptly assigned, moved to in-process (therapy), or completed (assessments).
Student Referral Processing: Support matching of students according to school schedules. Process, complete, cancel, or delete student services as needed, and escalate issues when necessary.
Collaboration: Collaborate with Customer and Clinical Success teams to address administrative concerns or questions about student referrals for high-volume accounts. Assist these teams with onboarding customers and ensuring thorough documentation of program implementation and service coordination practices.
Caseload Management: Under the guidance of Clinical Success, receive, input, and verify caseload details. Confirm alignment with contractual agreements.
Resource Organization: Support organizing and maintaining Organizational Handbooks and district-specific resources.
Data Management: Utilize student referral management strategies as guided by Clinical Success. Flag or escalate student referrals within high-value accounts that require additional oversight. Conduct reviews of data on active providers, billing, workload utilization, ongoing referral and service delivery metrics, and general data management tasks, including monitoring shared student referral sheets and billing reports.

What we are looking for?

Experience: 1-2 years in a professional administrative role or similar, with experience managing high-value accounts preferred.
Communication Skills: Exceptional written and verbal communication skills demonstrated through email, conference calls, internal meetings, client visits, and presentations.
Education or Healthcare Industry Experience: Previous experience in the education or healthcare industry is highly desirable.
Problem-Solving Skills: Strong problem-solving skills and awareness of escalation protocols.
Task Management: Ability to balance various daily tasks and strategically adjust priorities.
Technical Proficiency: Experience with Salesforce or a similar CRM, G-Suite, Mac, and Microsoft Excel.
Data Management: Proficiency in data management and using reports for key metrics and accountability monitoring.
An associate’s degree is preferred; experience can be considered instead of education.

What Will Help You Succeed Here?

Passion: A genuine passion for helping schools and students with special needs.
Self-Motivation: Strong self-motivation and an entrepreneurial mindset dedicated to growing services and client base.
Flexibility and Adaptability: Quickly adjusting to changing conditions while maintaining high-performance standards.
Communication: Ability to communicate professionally via phone and email.
Organizational Skills: Excellent organizational skills.
Problem-Solving: Great collaborative and independent problem-solving skills.
Teamwork: Ability to work well with other team members in high-pressure situations with grace, optimism, and a sense of humor.

What are some of the benefits we offer?

Comprehensive Medical Coverage includes Dental and Vision
Accrued PTO of 120 hours annually
11 Company Paid Holidays
Benefits Package: including 401K savings plan and access to an Employee Assistance Program.
$500 home office stipend
Paid Life insurance, AD&D., and disability benefits
Paid parental and caregiving leave.
Eligibility to apply for a Professional Development Scholarship.
Inclusive Culture: We are intentional about creating a culture that is fun and inclusive.

This role is also eligible to participate in Presence’s equity plan subject to the terms of the applicable plans and policies.

An employee’s starting pay will be determined based on job-related skills, experience, qualifications, and market conditions.

Base Salary of $19.25 per hour. This is a non-exempt hourly position.

Where is this position located?

Presence is headquartered in New York City, with our clients in the U.S.
This position will report directly to the Success Manager
All employees are committed to being available and on camera for our Core Working Hours, from noon to 5 pm EST M-F. Pacific Standard Time hours preferred.

Original Job Description

About Presence

Why is this role important?

What will you do at Presence?

High-Volume Student Referral Management: Implement and oversee timely administrative student referral management tasks. Monitor student referral efficiencies to ensure students within these accounts are promptly assigned, moved to in-process (therapy), or completed (assessments).
Student Referral Processing: Support matching of students according to school schedules. Process, complete, cancel, or delete student services as needed, and escalate issues when necessary.
Collaboration: Collaborate with Customer and Clinical Success teams to address administrative concerns or questions about student referrals for high-volume accounts. Assist these teams with onboarding customers and ensuring thorough documentation of program implementation and service coordination practices.
Caseload Management: Under the guidance of Clinical Success, receive, input, and verify caseload details. Confirm alignment with contractual agreements.
Resource Organization: Support organizing and maintaining Organizational Handbooks and district-specific resources.
Data Management: Utilize student referral management strategies as guided by Clinical Success. Flag or escalate student referrals within high-value accounts that require additional oversight. Conduct reviews of data on active providers, billing, workload utilization, ongoing referral and service delivery metrics, and general data management tasks, including monitoring shared student referral sheets and billing reports.

What we are looking for?

Experience: 1-2 years in a professional administrative role or similar, with experience managing high-value accounts preferred.
Communication Skills: Exceptional written and verbal communication skills demonstrated through email, conference calls, internal meetings, client visits, and presentations.
Education or Healthcare Industry Experience: Previous experience in the education or healthcare industry is highly desirable.
Problem-Solving Skills: Strong problem-solving skills and awareness of escalation protocols.
Task Management: Ability to balance various daily tasks and strategically adjust priorities.
Technical Proficiency: Experience with Salesforce or a similar CRM, G-Suite, Mac, and Microsoft Excel.
Data Management: Proficiency in data management and using reports for key metrics and accountability monitoring.
An associate’s degree is preferred; experience can be considered instead of education.

What Will Help You Succeed Here?

Passion: A genuine passion for helping schools and students with special needs.
Self-Motivation: Strong self-motivation and an entrepreneurial mindset dedicated to growing services and client base.
Flexibility and Adaptability: Quickly adjusting to changing conditions while maintaining high-performance standards.
Communication: Ability to communicate professionally via phone and email.
Organizational Skills: Excellent organizational skills.
Problem-Solving: Great collaborative and independent problem-solving skills.
Teamwork: Ability to work well with other team members in high-pressure situations with grace, optimism, and a sense of humor.

What are some of the benefits we offer?

Comprehensive Medical Coverage includes Dental and Vision
Accrued PTO of 120 hours annually
11 Company Paid Holidays
Benefits Package: including 401K savings plan and access to an Employee Assistance Program.
$500 home office stipend
Paid Life insurance, AD&D., and disability benefits
Paid parental and caregiving leave.
Eligibility to apply for a Professional Development Scholarship.
Inclusive Culture: We are intentional about creating a culture that is fun and inclusive.

This role is also eligible to participate in Presence’s equity plan subject to the terms of the applicable plans and policies.

An employee’s starting pay will be determined based on job-related skills, experience, qualifications, and market conditions.

Base Salary of $19.25 per hour. This is a non-exempt hourly position.

Where is this position located?

Presence is headquartered in New York City, with our clients in the U.S.
This position will report directly to the Success Manager
All employees are committed to being available and on camera for our Core Working Hours, from noon to 5 pm EST M-F. Pacific Standard Time hours preferred.

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Success Coordinator

Edtech.com's Summary

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