Lemonaid Health is a mission driven technology startup committed to providing quality and affordable healthcare to patients nationwide. We build long term relationships with patients by offering a broad range of primary care services to help them lead happier, healthier lives
Position Summary
Lemonaid Health is seeking a commercially minded, patient-obsessed Director of Patient Retention, Conversion & Contact Center Operations to build and lead a high-performing outbound and inbound patient engagement function.
This leader will design and manage the call center workflows that help Lemonaid convert more prospective patients, drive more refills, increase renewal rates, recover otherwise lost revenue, and resolve patient friction with urgency and empathy. The role sits at the intersection of growth, operations, patient experience, pharmacy, and clinical workflows.
The ideal candidate has meaningful experience in a healthcare, telehealth, pharmacy, care delivery, or other regulated patient-services environment, and has successfully led teams focused on retention, save efforts, patient reactivation, conversion, and contact center performance.
Key Responsibilities
Build the Patient Revenue Recovery & Retention Engine
- Design and operationalize outbound calling, SMS, and follow-up workflows to increase:
- New patient conversions
- Abandoned intake and checkout recovery
- Prescription refill completion
- Renewal and revisit completion
- Win-back of lapsed patients
- Save rates for patients at risk of churn or cancellation
- Segment patients by opportunity and urgency, creating targeted contact strategies for each cohort.
- Develop playbooks for high-value patient journeys, including ED, Mental Health, Weight Loss, and other priority service lines.
Own Refill, Renewal & Conversion Flows
- Partner across marketing, product, pharmacy, and clinical operations to identify where patients fall out of the funnel and build intervention workflows.
- Create structured outreach programs for:
- Patients eligible for a refill but not yet acting
- Patients nearing renewal or re-consultation windows
- Patients who begin but do not complete visits
- Patients whose payment, prescription, pharmacy, or fulfillment issue threatens conversion or retention
- Patients who may benefit from switching cadence, restarting therapy, or re-engaging with care
- Measure each flow rigorously and continuously optimize scripts, timing, channel mix, and handoffs.
Lead a High-Performance Patient Contact Center
- Recruit, train, coach, and manage a team of patient retention, conversion, and advocacy specialists.
- Establish a culture of ownership, urgency, empathy, and results.
- Create QA standards, call review processes, performance scorecards, coaching cadences, and escalation protocols.
- Ensure the team can act as true patient advocates — identifying root causes, resolving issues, and moving patients toward a successful outcome.
Improve Patient Experience While Driving Business Outcomes
- Ensure commercial outreach is consultative, compliant, and rooted in helping patients access appropriate care.
- Build a team that can confidently explain next steps, navigate objections, coordinate resolution, and follow issues through to completion.
- Surface recurring patient pain points and work cross-functionally to solve systemic issues rather than simply handling symptoms.
Establish Reporting, KPIs & Continuous Improvement
- Own daily, weekly, and monthly dashboards for:
- Refill completion rate
- Renewal completion rate
- Contact rate
- Conversion rate by flow
- Revenue recovered
- Revenue retained
- Save rate
- Reactivation rate
- Speed-to-contact
- Call productivity
- QA and patient satisfaction measures
- Create testing plans to improve performance by service line, patient type, outreach timing, and script.
- Translate insights into operational changes, product requests, marketing interventions, and patient journey improvements.
Qualifications
- 7+ years of experience in contact center, patient engagement, retention, inside sales, revenue recovery, or customer success operations
- 3+ years leading teams in a healthcare, telehealth, pharmacy, provider services, or healthcare-adjacent regulated environment
- Demonstrated success improving retention, renewal, refill, save, reactivation, or conversion metrics
- Experience building outbound patient/contact-center workflows from the ground up
- Strong understanding of funnel management, segmentation, queue design, call scripts, objection handling, and performance management
- Comfort operating cross-functionally with marketing, product, pharmacy, clinical, data, and operations teams
- Ability to balance patient empathy with commercial accountability
- Highly analytical; able to identify bottlenecks, prioritize initiatives, and manage to measurable outcomes
- Familiarity with CRM, dialer, telephony, ticketing, and patient engagement platforms preferred
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