Outreach Specialist

A company is looking for an Outreach Specialist to engage clients and drive program participation.

Key Responsibilities

Develop and maintain relationships with potential clients and referral sources, conducting consultations to understand needs and convert inquiries into referrals or enrollments

Analyze client feedback to identify growth opportunities and collaborate with internal teams on lead strategies and market expansion initiatives

Provide case management support and ensure a consistent customer-first mindset across all interactions

Required Qualifications

Bachelor's Degree preferred; substantial relevant experience may substitute for formal education

Proven experience in customer engagement, relationship management, or sales focused on customer experience

Background in case management with the ability to address complex client needs

Experience in high-volume customer service environments is desirable

Familiarity with Financial Management Services or self-direction programs is a plus