• Drive member enrollment to achieve each practice’s target panel size within defined transition timelines. • Conduct patient outreach both virtually (phone, text, email) and in-person at the practice to educate, address questions, and facilitate membership sign-up. • Manage and track a conversion pipeline — reporting daily and weekly on progress, call volume, conversion rates, and panel growth. • Identify and problem-solve barriers to enrollment, escalating issues and collaborating with practice and Monarch teams to keep momentum. • Serve as a trusted point of contact for patients during the transition, ensuring they feel informed, valued, and supported. • Meet with patients face-to-face in the office to explain the new care model and help them understand the benefits of continued membership. • Clearly articulate how the membership model enhances access, continuity, and quality of care. • Maintain accurate documentation of all interactions in Monarch’s CRM and dashboards. • Provide white-glove support for VIP or high-complexity patients during the onboarding process. • Partner closely with the physician and practice staff onsite during transition periods to ensure consistent messaging and exceptional patient experience. • Support in-office communication and materials related to the transition (flyers, signage, patient emails, talking points). • Work with Monarch’s operations, marketing, and physician experience teams to coordinate outreach campaigns and communications. • Surface insights from patient conversations to refine the playbook and strengthen future transition strategies.