COPE Health Solutions

Support sales with technical demos, lead client engagement, troubleshoot data integrations, and develop strategic healthcare solutions. | Extensive experience in healthcare analytics, SaaS platform understanding, cross-functional collaboration, and strong communication skills. | The Director, Customer Success and Technical Solutions plays a pivotal role in bridging technical expertise and customer-facing outcomes. This position focuses on empowering the sales team with compelling demonstrations and use case presentations while ensuring newly signed clients achieve their goals during implementation. Collaborating closely with key stakeholders across engineering, product, finance, and clinical leadership, this role ensures the SaaS platform evolves to meet customer needs and supports organizational growth. FLSA Status Exempt Salary Range $172,100 - $218,200 Reports To Vice President, Customer Success and Technical Solutions Direct Reports None Location Los Angeles, or remote with travel Travel Up to 60%, depending on location Work Type Regular Schedule Full Time Key Responsibilities • Support the sales team in preparing and delivering demos, tailoring pitches to showcase platform strengths while demonstrating value through ROI-focused examples • Identify key use case for priority client types that define how our team powered by ARC solves for the use case through workflows, slides, and other content • Support client relationships to ensure adoption, retention, and expansion, including training on platforms and resolving integration challenges. • Lead quarterly client user groups to enhance collaboration between clients to build stronger engagement • Provide hands-on technical guidance, such as designing workflows for data aggregation, analytics tools, and tech capabilities to support clinical and financial goals • Act as a strategic advisor for clients, troubleshooting data integrations and architecting solutions to enhance value-based care outcomes • Monitor industry trends in healthcare tech to ensure success, engineering, product, and sales teams. • Develop and articulate strategic recommendations aligned with client goals related to quality performance, cost management, and financial sustainability. • Partner with analytics, finance, clinical and actuarial resources to assess cost drivers, risk adjustment performance, and quality outcomes. • Build and manage strong executive-level relationships with client leadership, serving as a trusted advisor throughout the engagement lifecycle. • Contribute to thought leadership through development of articles, case studies, sales materials, internal curricula, and client-facing content. • Support the professional development and growth of direct reports and team members in line with the values and culture of the organization; serve as a leader/mentor to generate a vision, establish direction, motivate team members, create an atmosphere of trust Qualifications: • Master’s degree in an applicable field preferred (e.g., MBA, MPH, MHA, MPA) • At least 8 years of health care analytics and/or consulting experience of progressively advanced reports, data management and visualization experience. • Knowledge of technology needs for Health plans, MSSP/ACO REACH, CA RKK and delegated IPAs • Proven experience in SaaS platform engineering, development, or technical leadership, with a strong understanding of software architecture and delivery. • Exceptional communication and presentation skills, with the ability to distill complex technical concepts for non-technical audiences, including sales teams and clients. • Experience collaborating with cross-functional teams, including sales, engineering, product, finance, and clinical stakeholders. • Prior experience in: • Population health management reporting and analytics • Health information technology • Health care policy with experience in CMS, Medicare, and Medicaid contracts • Healthcare claims data and clinical data integration (EMR, HIE, etc.) • Strong project management skills, including organization, prioritization, and problem-solving skills; strong oral, verbal and interpersonal communication skills. Ability to take direction and feedback from both internal and external stakeholders. • Ability to work effectively on multiple projects in a fast-paced environment Benefits: As a firm passionate about health care, we’re deeply committed to the health and wellness of our own team members. We offer comprehensive, affordable insurance plans for our team and their families, and a host of other unique benefits, such as a yearly stipend for wellness-related activities and a paid parental leave program. You can learn more about our benefits offerings here: https://copehealthsolutions.com/careers/why-cope-health-solutions/. About COPE Health Solutions COPE Health Solutions is a national tech-enabled services firm powering success for health plans and for providers in risk arrangements. Our comprehensive NCQA certified population health management platform and highly experienced team brings deep expertise, experience, proven tools, and processes to improve financial performance and quality outcomes for all types of payers and providers. CHS de-risks the roadmap to advanced value-based payment and improves quality and financial performance for providers, health plans and self-insured employers. For more information, visit CopeHealthSolutions.com. To Apply: To apply for this position or for more information about COPE Health Solutions, visit us at https://copehealthsolutions.com/careers/open-positions/.

Provide behavioral health assessment, care coordination, and therapeutic interventions within a multidisciplinary healthcare team, including patient follow-up and community resource navigation. | Valid CA behavioral health licensure, 3-5 years care management experience, knowledge of healthcare regulations, EMR proficiency, and preferably leadership experience. | The Behavioral Health Practitioner (BHP) will work on a multidisciplinary healthcare team in a primary care/telephonic setting, focusing on coaching and coordination of care for patients needing navigation and addressing patient care needs and follow-up after clinical care. Responsibilities specific to the BHP include providing observation, ongoing assessment, and therapeutic intervention consistent with physical and psychological status. Awareness of services available to patients and their families is an important part of this assessment. FLSA Status Exempt Salary Range $85,000-$110,000 Reports To Director, Care at Home Solutions Direct Reports None Location Riverside, CA Travel Up to 50% Work Type Regular Schedule Full Time Applicable Licenses: Valid and Current LCSW, LMHT, LPCC, LMFT, LCADAC, LICSW or LMSW CA licensure Posiition Description • Assess identified patients to determine appropriateness for management early in their disease process and at any time during the continuum of care. • Complete a comprehensive assessment to identify patient risk and develop a care plan utilizing expertise and judgement to evaluate needs for alternative services as needed. • Assess members’ High-Risk Social Needs, such as housing, food, transportation, and safety in the home. • Work collaboratively with APPs, physicians and community resources including pharmacists, nurses, registered dieticians, and other disciplines to address patient needs as identified in assessments. • Assess and screen members for behavioral health concerns (depression / substance abuse) utilizing screening tools, including the PHQ2 and 9 Depression screenings, and ensure they are receiving appropriate behavioral health interventions. • Facilitate any necessary follow-up or referrals for behavioral health needs with local behavioral health providers. • Develop, facilitate, and communicate a plan of care in partnership with the member, family (or designated representatives), providers, and multidisciplinary care team to assess the options of care including use of benefits and community resources. • Update care plan to include progress towards achieving established goals and self-management activities. • Coordinate necessary referrals and authorizations pertinent to patient care and well-being. • Utilize developed systems, processes, and initiatives to engage patients in relevant social activities necessary to promote wellness and care at the right place and time. • Facilitate member adoption of strategies to promote physician recommended behavior changes. • Identify and utilize cultural and community resources and align with the patient’s cultural preferences as much as possible. • Facilitate the information flow between health representatives and the care team. • Coordinate care and communicate with multiple providers, internal and external to the practice. • Act as a resource for both clinical and non-clinical staff [i.e., care coordinators, community health works, APPs]. • Attend required training and collaboration sessions [i.e., learning sessions/ practice team meetings] as scheduled. • Provide and facilitate open communication regarding patient status, with physicians and Care at Home Solutions team. • Other job-related duties as assigned. Qualifications or Education, Training and Experience • Valid and current LCSW, LMHT, LPCC, LMFT, LCADAC, LICSW, or LMSW CA licensure • 3-5 years’ care management and/or managed care experience in one of the following settings: acute inpatient, rehabilitation, sub-acute, skilled facility, homecare, ambulatory care management, or managed health plan. • 2-5 years of leadership experience in a care management/managed care setting (preferred) • Bilingual Spanish/English Working knowledge of the following required: • Timely and accurate documentation of day-to-day activities in designated technology platform. • Adaptable to new technologies and software. • Proficiency in EMR system(s), Outlook and data entry experience preferred. • Basic PC skills (MS Word/Outlook/PPT/Excel). • Knowledge of Federal and State regulations for Medicare and Medicaid and other national and state funded programs. • Knowledge of community resources access. Examples of Competencies: • Ability to use independent judgment and to manage and impart confidential information. • Ability to analyze and solve problems requires details, data and facts that must be analyzed and challenged prior to making decisions. • Strong communication, listening interpersonal skills. • Ability to clearly communicate medical information to professional practitioners and/or the public. • Excellent organization, prioritization, follow up, analytical and time management skills with ability to handle multiple priorities and deadlines. • Good interpersonal skills, sense of urgency, being proactive and ownership for one’s work. • Dependable, with strong work ethics and extremely high degree personal integrity. • Ability to deal with multiple interruptions on a continual basis that must be met with a friendly exchange with others. • Ability to develop and implement new approaches to improve processes, procedures, or the general work environment. • Ability to review critical issues, effectively solve problems and create action plans. Physical/Mental Demands and Work Environment The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Examples of Work Environment While performing the duties of this job, the employee is regularly required to walk, bend, sit, talk, lift, or hear. The employee is regularly required to stand, walk, and use hands and arms to operate general office equipment PC, telephone, file cabinets, copier, postage meter, fax machine and printer. The employee may occasionally lift and/or move between 10 and 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The employee may need to travel to healthcare practices. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually low to moderate. The Company reserves the right to modify the job description based upon its needs and may require the employee to perform functions beyond those mentioned above. Neither this job description nor any other communication creates an employment contract between the Company and the employee. Equal Employment CARE AT HOME SOLUTIONS values diversity, inclusion, and equity as matters of fairness and effectiveness. We are committed to hiring and retaining a staff that reflects the diversity of the communities we serve, fostering an inclusive working environment where staff of all backgrounds feel welcomed and engaged. CARE AT HOME SOLUTIONS is an Equal Opportunity Employer and encourages applications from individuals underrepresented in the medical sector, including people of color, and persons with non-traditional work and educational experience. All who believe they meet the stated qualifications are invited to apply.