Outreach Operations Associate

Role Description

Your North Star: Ensure the efficiency, accuracy, and consistency of the systems and processes used by the Outreach team, providing essential operational support that drives team performance and data integrity.

As an Outreach Operations Associate, you will be the foundational support for our outreach systems and data, facilitating smooth operations across all patient engagement channels. You will focus on the tools, processes, and data governance necessary for the team to operate consistently and effectively, supporting both daily administrative functions and long-term operational excellence projects.

What you'll do

• Help organize and improve sales tools (TalkDesk, Salesforce, Metabase, etc.) to improve usability and consistency across platforms.
• Support the maintenance and cleanup of Salesforce dashboards, reports, and data fields
  to ensure accuracy and relevance.
• Help maintain and update operational and knowledge base systems, including training and learning and development material.
• Help maintain internal documentation for primary systems, workflows, and operational processes.
• Assist with essential administrative functions such as completing patient eligibility checks through internal tools and external insurance platforms.
• Provide data support for the Outreach team, ensuring call documentation and enrollment data are accurately captured and reported.
• Participate in meetings and projects with teams to understand how Sales Excellence drives understanding and execution.
• Flex into other training, patient, and specialist support tasks as needed, including managing inbound inquiries or assisting with patient outreach.

Who you are

• Experience working in a fast-paced environment, preferably in a call center or sales
  operations setting.
• A keen eye for detail and a commitment to data accuracy and consistency.
• Proven ability to manage multiple administrative tasks and prioritize effectively.
• Familiarity with CRM systems (like Salesforce) and sales/outreach enablement tools is a
  plus.
• Consistently demonstrate high-quality execution and reliability.
• Strong organizational and time-management skills.
• Ability to work independently and as part of a team.
• Willing to work some nights and weekends as needed.

Bonus points if you have any of the following

• Bilingual (Spanish)
• Prior people and performance management

Why you should join our team

By joining Pomelo, you will get in on the ground floor of a fast-moving, well-funded, and mission-driven startup where you will have a profound impact on the patients we serve. And you'll learn, grow, be challenged, and have fun with your team while doing it.

We strive to create an environment where employees from all backgrounds are respected. We value working across disciplines, moving fast, >careers@pomelocare.com to confirm its legitimacy. For your safety, we also recommend applying only through our official Careers page. If you believe you have been the victim of a scam or identity theft, please contact your local law enforcement agency or another trusted authority for guidance.