Project Manager at Well Health, Inc.

| Greater LA Area
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WELL is a fully integrated patient communication platform that enables enterprise health systems, private practices, and vendors to communicate with patients securely across any channel, including text messaging, email, telephone, and live-chat.

With WELL, patients receive all of their healthcare communication from one trusted source — their provider. The platform empowers service representatives to seamlessly converse with patients in real time, ensuring patients feel heard while driving staff efficiency and increased revenue.

Founded in 2015, WELL is based in Santa Barbara, California and was recently rated the category leader for Patient Engagement Software by G2 Crowd. WELL serves many of the country’s leading health systems and powers best-in-class experiences for more than 7,000 healthcare professionals and 5 million patients nationwide.


This role is responsible for managing all projects at WELL in the growth market. Project managers deliver on operational build items for in flight projects. They translate business needs to technical solutions. PMs gather requirements, complete builds and manage project launch until successfully transitioning the client to relationship management. This role may also serve as a project expeditor on more complex, enterprise projects; lending exposure to industry leading brands.


  • Manage Projects and Expansions in the Growth Market 
    Field all client project build and management for assigned Growth clients. Own Growth Market project materials; update training information and track project progress using internal tools (Salesforce, Coda). Deliver on all projects in scope, in budget and on time.
  • Document and Track all open project related needs internally
    Own client project management end to end, from planning to go-live.
    Ensure that all client decisions are appropriately documented, communicated and assigned as needed.
    Track all Tier 1/2/3 client requests in Zendesk support tickets. Work with support to resolve them.
    Be the source of truth for the status of all assigned projects.
  • Master WELL's Product Suite. Be a Super User Coach.
    Know WELL's product incredibly well.
    Develop a deep understanding of WELL Project Management Tools.
    Be a master Growth configuration system administrator.
    Fully understand all product features/functions/values.
    Document all current client configurations in SFDC.
    Understand up to date product functionality
  • Own WELL's Growth Project Materials
    Update WELL's Growth User Guides and appropriate support articles.
    Create and update training materials that help end users understand how to use WELL.
    Use client experiences to guide development of best practices and guidelines.
  • On-Site Coordination & Management
    Be an onsite communication contact for the Client Success team. Provide a point of conversation for remote teams. Attend internal operational and product meetings that will impact product delivery. Share insights with CS.
  • Post On-Site Follow-up & Reference Checks
    Manage all internal and candidate communication post debrief as per the developed action plan. Ensure all steps are taken with the necessary urgency to submit offers and follow-up on reference checks -- timing is critical at this stage.
  • Process & Improvement Ownership/Analytics
    Ensure process, timelines and communication standards are in place.
    Effectivley communicate client project needs.
    Continuously look for opportunities to improve process and execute (e.g. including management of support tools, product documentation etc.)


  • 1-2 years experience in SAAS company support, operations or equivalent
  • Self-motivated, driven individual who takes full ownership of solving problems
  • 1 year Experience with customer relationship management
  • Some Experience in a high growth/entrepreneurial/start up environment


  • Strong writing skills
  • Demonstrated technical aptitude and interest
  • Experience with Zendesk, JIRA, Coda and SFDC
  • Experience creating software user training materials


  • Full Health Benefits (Medical/Dental/Vision)
  • Generous equity package
  • Unlimited Vacation / PTO
  • Located in the heart of downtown Santa Barbara
  • Monthly commuter stipend
  • Fantastic company culture
  • Frequent happy hours and events
  • Stocked kitchen
  • Ergonomic desk setup
  • Dog friendly office
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • ReactLibraries
    • ReduxLibraries
    • Node.jsFrameworks
    • MongoDBDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • AsanaManagement
    • JIRAManagement
    • TrelloManagement
    • WordpressCMS
    • PardotCMS
    • Adobe CMS
    • Google AnalyticsCMS
    • Google AdsCMS
    • SalesforceCRM
    • MailChimpEmail
    • ZoominfoLead Gen


Located in the heart of downtown Santa Barbara, just a 10 minute walk from the beach, and moments away from top eating and drinking establishments!

An Insider's view of Well Health, Inc.

What’s the vibe like in the office?

The WELL team is a group of lively, driven and hardworking individuals. There is always music playing and dogs hanging- making it truly enjoyable to come into the office. The environment is very collaborative and exciting. I feel valued and challenged every day- the 4pm beer from the office keg is always well deserved! 10/10 would recommend WELL!


Inside Sales Rep

What kinds of technical challenges do you and your team face?

As an integration engineer, I am exposed to working with different EHRs. Records kept by different facilities need to be interchangeable; the file formats and structure need to be consistent enough that they can be read by our software. I am always thrilled to use our tools in innovative ways to overcome the challenges of our healthcare IT industry


Integration Engineer

What makes someone successful on your team?

WELL’s Business Development Team is the foundation of our sales engine and secret sauce to the company’s incredible growth over the past few years. The most successful reps are hungry and creative. They exceed pipeline targets, crush activity metrics, and most importantly - elevate the team around them.


Business Development Manager

What is your vision for the company?

The average American spends more than $10K a year on healthcare, but customer service in medicine is rated the third-worst of any industry. We’re going to change that, giving patients delightful experiences, freeing the industry from clunky, obsolete communication practices, and making healthcare easier and more accessible—for everyone.



How does the company support your career growth?

WELL gives me opportunities that I wouldn't otherwise get at a larger company. These opportunities are usually ones I have done before and WELL let's me rise to the occasion and figure it out. I can't recommend WELL enough if you would like to accelerate your career growth.

Erin Clayton

Data Engineer

What are Well Health, Inc. Perks + Benefits

Well Health, Inc. Benefits Overview

Full Health Benefits (Medical/Dental/Vision)
Generous equity package
Unlimited Vacation / PTO
Located in the heart of downtown Santa Barbara
Monthly commuter stipend
Fantastic company culture
Frequent happy hours and events
Stocked kitchen
Ergonomic desk setup
Dog friendly office

Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Group brainstorming sessions
Open office floor plan
Dedicated Diversity/Inclusion Staff
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Happy Hours
Pet Friendly
Relocation Assistance
Professional Development Benefits
Lunch and learns
Lunch and learns are hosted once per month! Specialists are brought in to discuss diversity, wellness leadership and a variety of other topics.
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