Role Scope: The New Participant Advocate plays a key role in creating a welcoming, participant-centered onboarding experience for individuals transitioning into Habitat Health's PACE program. This role builds trusted relationships with participants and caregivers while partnering with the Interdisciplinary Team (IDT) and cross-functional teams to facilitate a seamless transition into care. Through proactive coordination, participant advocacy, and ongoing communication, the New Participant Advocate helps participants feel informed, supported, and connected while promoting continuity of care and an exceptional participant experience.

Core Responsibilities & Expectations for the Role

• Builds trusted relationships with new participants and caregivers to understand individual goals, preferences, and support needs while fostering a welcoming and participant-centered onboarding experience.
• Coordinates the participant onboarding journey by serving as the primary point of contact during the initial transition into the PACE program and facilitating a seamless introduction to Habitat Health's services.
• Partners with the Interdisciplinary Team (IDT), caregivers, Referral Coordinator, and cross-functional teams to coordinate services, support continuity of care, and promote a positive participant experience.
• Advocates for participant preferences, cultural needs, and person-centered care by proactively identifying barriers and collaborating with the care team to support timely solutions.
• Provides education and guidance to participants and caregivers regarding Habitat Health services, program expectations, available resources, and ongoing support throughout the onboarding experience.
• Coordinates participant appointments, transportation, follow-up services, and other onboarding activities to support a smooth transition into the PACE program.
• Maintains proactive communication with participants, caregivers, and care team members to address questions, resolve concerns, and ensure timely follow-through.
• Documents participant interactions, onboarding activities, identified needs, and follow-up actions accurately and timely within the Electronic Medical Record (EMR) and other organizational systems.
• Contributes to continuous improvement by identifying participant trends, feedback, and opportunities to enhance onboarding processes, participant experience, and interdisciplinary collaboration.
• Performs other related duties as assigned.

Required Qualifications:

• Minimum of one (1) year of experience working with older adults, frail elderly populations, participant advocacy, care coordination, case management, client services, or a similar participant-facing role.
• Demonstrated ability to build trusted relationships while delivering compassionate, participant-centered support to diverse populations.
• Demonstrated ability to coordinate services, navigate complex participant needs, and support successful care transitions through effective collaboration.
• Strong communication and collaboration skills, with the ability to effectively engage participants, caregivers, community partners, and cross-functional teams to deliver exceptional participant experience.
• Strong organizational skills with the ability to manage multiple priorities while maintaining attention to detail and ensuring timely follow-through.
• Demonstrated ability to work independently while collaborating across interdisciplinary teams to achieve shared outcomes.
• Self-started who is determined to unlock pathways.
• Experience using Electronic Medical Records (EMRs), Microsoft Office, and the ability to quickly learn organizational documentation and participant management systems.
• Demonstrated ability to exercise sound judgment, solve problems proactively, and navigate sensitive participant situations with professionalism, empathy, and discretion.
• Proof of a valid driver's license, reliable personal transportation, and automobile insurance that meets applicable state requirements, with the ability to travel throughout the service area.
• Meets all applicable participant-facing health requirements, including TB screening and required immunizations.
• Aligns with our purpose and our values, and is excited about living those out in daily practice
• Ability to thrive in a fast-paced, evolving environment with comfort navigating ambiguity, adapting quickly, and contributing to continuous improvement
• Strong learning and growth mindset, including seeking feedback, engaging in healthy debate and using data and curiosity to inform decisions.
• Acts with integrity and ownership, considering the broader organizational impact, doing the right thing, and following through to deliver results.

Nice to have:

• Bachelor's degree in social work, human services, healthcare administration, public health or related field
• Experience working within PACE, Medicare, Medicaid, managed care, or other value-based healthcare environments.
• CHW certification is preferred; equivalent experience in participant advocacy, patient navigation, care coordination, or community-based services will be considered.
• Knowledge of participant onboarding, interdisciplinary care coordination, community resources, and care transition best practices.
• Experience supporting older adults through care transitions, case management, participant advocacy, or customer experience initiatives.
• Bilingual: Spanish, Mandarin, or Cantonese.

Essential Functions & Physical Requirements

The following statements describe the general nature of work and physical expectations common across roles at Habitat Health. Specific responsibilities may vary by position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Team members in this role may be expected to:

• Work in healthcare, administrative, community, or remote environments, depending on role needs.
• Communicate effectively with participants, caregivers, team members, and other stakeholders in person, by phone, and through electronic systems.
• Remain stationary and/or move about for extended periods, consistent with job duties.
• Operate standard office equipment and/or clinical tools (e.g., computers, phones, medical devices, documentation systems).
• Travel between work sites or community locations as needed.
• Follow safety procedures, infection control protocols, and use personal protective equipment (PPE) when required.
• Perform tasks that may involve bending, reaching, lifting, or assisting participants, depending on role responsibilities.

Compensation: The anticipated base salary range for this position is $24-28 per hour. This position is also eligible for a target annual bonus of 5% and may be eligible for additional incentive compensation, as applicable.

The final compensation offered will be determined based on factors including, but not limited to, the candidate's qualifications, skills, experience, education, certifications, geographical location, and business needs.

In addition, this position is eligible for a comprehensive benefits package, including medical, dental, and vision insurance; paid parental leave, short- and long-term disability coverage; life insurance; flexible spending accounts; a 401(k) savings plan that includes a match; paid time off; and company paid holidays.

At-Will Employment

Employment with Habitat Health is at-will. This means that either the employee or the employer may terminate the employment relationship at any time, with or without cause, and with or without notice, subject to applicable law. Nothing in this job posting or any other company document is intended to create a contract of employment, express or implied, or to alter the at-will nature of employment.

Any written or oral statements to the contrary are not authorized unless made in writing and signed by an authorized representative of the Company.