Healthcare Field Operations Specialist

About the role

This role executes medical record retrieval in the field and designs operations to support scalable expansion. It builds provider partnerships across New Jersey while testing methods that improve outcomes and efficiency. The position combines hands-on execution with the creation of repeatable models for future growth. You will own the end-to-end workflow of retrieving medical records through coordinated field activities, ensuring provider offices receive necessary information in a timely manner. You will act as the primary liaison between Clover Health and provider networks, establishing and maintaining trusted relationships that facilitate smooth operations. You will identify and document operational barriers during site visits, then translate these insights into actionable process adjustments for the team. You will test new outreach strategies in the field, measuring their effectiveness and refining methods based on observed results. Ultimately, you will create a repeatable operational blueprint that can be scaled to new territories without loss of quality or efficiency.

Key facts

What you'll do

Medical records are retrieved efficiently through coordinated field efforts to accelerate access for provider offices.

Outreach activities are managed, provider offices are prioritized, site visits are coordinated, and progress, barriers, and opportunities are documented to plan territory execution.

You coordinate complex schedules with provider offices to align on optimal times for record retrieval and on-site visits.

You translate strategic objectives into clear field-level tasks that teammates can execute with minimal ambiguity.

You verify the accuracy and completeness of retrieved records before they are processed for internal use.

You map stakeholder influence and interest to build a network of partners across the New Jersey provider landscape.

You utilize CRM and field tools to log interactions, track outcomes, and maintain up-to-date account information.

You synthesize qualitative feedback from site visits into structured insights that inform process adjustments.

You escalate operational risks promptly to ensure compliance and continuity of the records retrieval workflow.

You contribute to the design of standard operating procedures that codify successful field methods.

Requirements

The posting states a bachelor's degree requirement. A degree as specified in the listing is held.

New Jersey residency is required with frequent travel to provider offices across the assigned territory.

3 5+ years of experience in healthcare operations, provider relations, account management, field outreach, medical records, practice consulting, healthcare sales, or a related field is brought to the role.

Autonomy in managing multiple priorities is exercised within a field-based environment.

Interpersonal and communication skills are used to build relationships with diverse stakeholders.

Resourcefulness and proactivity solve operational challenges in ambiguous settings.

The role requires adherence to Clover Health policies and regulatory standards governing medical records handling.

You maintain strict confidentiality regarding patient information and support compliant data practices in every field activity.

Nice to have

Experience supporting chart retrieval, risk adjustment, RADV, HEDIS, quality programs, or value-based care initiatives is drawn on.

Work with Medicare Advantage providers or health plans is leveraged.

Experience in a pilot program, startup environment, or process-improvement initiative where workflows were built and refined is applied.

Familiarity with EHR systems and medical records request workflows is utilized.

Practical notes

This position is a contract-to-hire role with frequent travel across New Jersey. The role emphasizes in-person outreach and grants significant autonomy to test methods and influence future field operations.

Typical interview steps

Care sector interviews usually include scenario questions, a values conversation, and checks of registration or qualifications. Candidates may be asked how they would handle a difficult case or manage risk. Empathy, boundaries, and clear communication are assessed. Interviewers often ask how you balance care with boundaries and risk. Reflecting on real cases you have handled, with the outcome, is the strongest preparation.

Good to know

The role focuses on operations in a healthcare setting and relies on strong process thinking. Common tools include EHR systems and standard medical records workflows. Success depends on relationship-building, experimentation, and scaling repeatable models.

Questions to ask

Useful questions for the interview: what a typical week looks like, how work is assigned, what tools the team uses, and how feedback works. Asking how the role has changed recently and what the team wishes it had known when joining is also reasonable. Questions about the manager's priorities are especially valued.

Career growth

Careers in healthcare and social work grow through senior practitioner, team lead, and manager roles. Registration and continuous learning are required in many countries. Specialization is common, from mental health to children's services. Care careers reward reliability and reflective practice. Many senior practitioners move into supervision, training, or service leadership over time.