About Us A pioneer in the caregiving space, Careforth supports family caregivers across the United States to confidently care for their loved ones at home. Through a combination of in-person home visits, remote coaching and our proprietary digital collaboration app, we provide caregivers with support, guidance, confidence, and connection to resources they need. The Caregivers and families we support stay with Careforth for many years, building lasting relationships along the way. Join us today and live our values: lead with heart, cultivate trust, go beyond. Position Summary Reporting to the Supervisor of Enrollment, the Enrollment Specialist plays a critical role in helping new families access services quickly and smoothly. You will contact incoming families within an assigned territory to start the credentialing process, confirm eligibility, verify demographic information, provide a welcoming onboarding experience, and answer questions about the program and enrollment process. You’ll ensure all required paperwork and authorizations are received on time, helping move care recipients into service efficiently. You will work closely with family caregivers, referral partners, and internal teams to create a seamless experience for new families. This position also involves building and maintaining relationships with external referral sources and primary care offices to enable effective communication and timely document collection. You’ll have the opportunity to recommend improvements to administrative processes, helping reduce the workload for referral partners and speed up access to services. What You Will Do - Contact all incoming families within an assigned territory to initiate the credentialing process, confirm minimum eligibility requirements, verify demographic information, welcome families, and answer questions about the program and enrollment process - Manage the documentation retrieval process by gathering required paperwork from caregivers, care recipients, referral sources, and internal assessment teams to activate families into program(s) while maintaining timelines for expedited service activation - Manage the request and collection of prior authorization forms from payor sources and case managers, tracking progress and conducting outreach as needed to expedite the authorization process - Perform eligibility and quality assurance checks and audits to ensure all required documentation is complete and compliance standards are met - Work across multiple systems efficiently while adhering to service levels and quality standards - Foster positive and efficient working relationships with referral agencies and primary care provider (PCP) offices to support communication and increase referrals - Perform additional projects and duties as assigned What You Will Bring • 2+ years customer service or intake experience, preferably in a health care environment • Strong attention to detail and experience with data integrity in a regulated environment • Strong written and verbal communication skills; Bilingual skills preferred • Strong business acumen with desire to understand end-to-end business operations • Proficient with MS Office and demonstrated ability to work across multiple systems; Working knowledge of case management systems preferred • Able to work autonomously and as part of a larger team in a fast-paced remote environment You'll Benefit From At Careforth your well-being matters. With flexible schedules, a remote-first culture, and a nationally recognized wellness program, our benefits are designed to help you thrive, both professionally and personally. Discover how we invest in you: https://careforth.com/careers/#benefits The pay range for this position is $39,542 - $46,525. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and geographic location. #LI - Remote Join Our Award Winning Team Founded in Boston, Careforth's caregiver programs and services improve health outcomes, keeping care at home longer. Additionally, our programs provide financial benefit to caregivers and cost savings to state agencies and health plans. At Careforth, we understand the challenges of caregiving and are committed to supporting family caregivers at every turn. Caregivers play a critical role in the future of healthcare—and so can you. Apply now! For more information, please visit www.Careforth.com. Careforth is an Equal Opportunity Employer* DISCLAIMER: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. *Careforth supports families with diverse backgrounds and as an equal opportunity employer, we seek employees who reflect the diverse population we serve. Careforth complies with all applicable laws concerning hiring and employment practices and is firmly committed to fostering and maintaining a workplace free from discrimination. We pledge to hire, train, and promote our employees without regard to race, religion, gender, gender identity, genetic information, age, national origin, sexual orientation, disability, veteran status, or any other category protected by applicable law. Careforth strives to create experiences that are accessible and welcoming to everyone, including making www.careforth.com and the careers site accessible to any and all users. If you would like to contact us regarding the company’s diversity, equity and inclusion initiatives, inquire about a specific accessibility need or the accessibility of our website, or if you need assistance completing an application process, please contact People & Culture at 866-797-2333.

• Act as the primary point of contact for live clients, addressing any queries or issues promptly and effectively. • Provide exceptional customer service and support to maintain strong client relationships and ensure satisfaction. • Manage the creation of onboarding requests and setups for new clients, ensuring all necessary documentation and processes are completed accurately and efficiently. • Coordinate with internal teams to facilitate the onboarding process and ensure timely setup of products and services. • Coordinate operational activities for the setup of products and services, ensuring that clients are "test ready" for seamless testing and integration. • Collaborate with cross-functional teams to address any operational challenges and streamline the setup process. • Provide warranty support to new production clients, addressing any issues or concerns that arise after implementation. • Work closely with technical teams to troubleshoot and resolve technical issues, ensuring minimal disruption to client operations. • Maintain regular communication with clients to ensure their needs are met and expectations are exceeded. • Build and nurture strong relationships with clients, serving as a trusted advisor and advocate for their success.

• Monitor outbound campaign dashboards daily for replies, bounces, and opt-outs • Categorize inbound responses based on defined SOPs • Conduct basic research on interested leads and create CRM entries • Send scheduling links and execute structured follow-up sequences • Prepare pre-call briefing notes and compile weekly campaign performance reports • Send contracts within defined timelines and track signature status • Execute follow-ups on pending agreements based on SOP cadence • Handle standard contract edits and escalate complex changes as needed • Coordinate onboarding communications and update pipeline status • Collect and verify required onboarding documents from new clients • Maintain accurate and timely updates in the CRM system • Track lead progression across all pipeline stages • Identify and flag inactive leads for review • Support reporting workflows and ensure data accuracy • Maintain a tracker of active agreements and key dates • Notify stakeholders ahead of upcoming renewals • Monitor payment status and coordinate on any discrepancies • Track and log post-agreement changes and updates • Coordinate shipment details between stakeholders • Share tracking information and monitor delivery timelines • Follow up on feedback and document outcomes • Send outreach messages using pre-approved templates • Monitor responses and route leads into CRM workflows • Track and log outreach activities for visibility

• Execute the development of plans, identify pertinent resources necessary, prioritize and execute against established plan • Deliver effective communication facilitating interactions both internally and externally • Control all changes or adjustments as necessary; ensure successful completion and handoff within established timeframes • Implement and create a communication schedule with clients and internal business partners as to the progress of the performance and activities • Control and lead meetings, workshops, and client discovery sessions capturing outcome and next steps • Govern the customer communication, owning the partnership between Livingston and the project deliverables during the duration of the onboard • Manage, document, and maintain all supporting information received and delivered • Identify and socialize any risk, opportunities, mitigation strategies and solutions for the desired outcome • Execute reviews and analyze change in regulations/trade initiatives and categorize impact to current processes • Create and identify process improvement and efficiencies and adjust or develop process tools • Manage multiple onboardings simultaneously varying stages of requirements and activity • Perform other related duties as assigned by management • Adhere to established company policies and procedures