Overview:
The Enrollment Training Specialist is a hybrid, non-managerial role responsible for both direct patient enrollment activities and training, mentoring, and readiness support for the Enrollment team. Approximately 50% of this role is dedicated to hands-on enrollment work, including outbound patient calls and consent completion. The remaining time is focused on onboarding, coaching, skills development, and scheduling support to ensure consistent enrollment performance.
This role serves as a working subject-matter expert, modeling best practices and reinforcing enrollment standards through example, training, and mentorship. This position does not include people management or HR authority.
Reports To:
Director of Clinical Operations
Department:
Clinical Operations
Key Responsibilities
Direct Enrollment Execution (≈50%)
Conduct outbound and inbound patient calls to obtain program enrollment consents
Clearly explain program benefits, address patient questions, and overcome objections
Accurately document enrollment activities and consent records in the system of record
Maintain compliance with all documentation, scripting, and consent requirements
Meet or exceed individual enrollment productivity and quality standards
Model effective call techniques, scripting adherence, and patient experience best practices
Training, Mentoring & Readiness Support (≈50%)
Support onboarding and ongoing training for Enrollment Specialists – Including ShiFox, Nextiva/Genysis,Expectations, OhMD
Provide peer mentoring, coaching, and real-time feedback
Reinforce enrollment standards, workflows, and documentation quality
Identify skill gaps and deliver targeted refresher training
Assist with schedule alignment to support enrollment demand and coverage
Partner with leadership to assess enrollment readiness and performance risks
Maintain and update training materials, scripts, and job aids as needed
Collaboration & Continuous Improvement
Serve as a point of contact for enrollment-related training and process questions
Share best practices and performance insights with the Enrollment team
Contribute frontline feedback to improve enrollment workflows and patient experience
Support quality improvement initiatives tied to enrollment outcomes
Required Qualifications and Skills:
Experience in patient enrollment, consenting, or similar patient-facing roles 2 plus years
Demonstrated success meeting enrollment productivity and quality benchmarks
Strong communication, coaching, and mentoring skills
Ability to balance hands-on execution with training responsibilities
Comfort providing constructive peer feedback
Prior experience supporting training or onboarding in a call-center or enrollment environment
Familiarity with healthcare compliance, documentation, and consent standards
- Experience assisting with scheduling or capacity planning
- Bilingual required
Work Location, Shift & Schedule
This position is remote (please see remote requirements below). Shifox/Alopex employees work Monday-Friday 8:00 am-5:00 pm or according to the business hours of client practices. Hybrid role requiring active participation in daily enrollment activity. If working part-time, a mutually agreeable schedule will be determined based on the client’s practice needs.
Remote Position Requirements:
Reliable and stable Internet – all programs used by Enrollment Specialists are internet-based. A quiet and professional work environment suitable for speaking with patients about sensitive information and Protected Health Information (PHI), free of distractions.
Compensation:
Rate $20.00-$21.00 per hour
Originally posted on Himalayas
