Assistant Clinic Success Manager

The Assistant Clinic Success Manager (Assistant CSM) keeps the daily operations of a Bloomwell clinic running smoothly, working in close partnership with the Clinic Success Manager (CSM). This role owns the behind-the-scenes work that makes a clinic feel organized and cared for: schedules that reflect reality, session notes converted on time, new teammates who feel welcomed, and families who stay informed.

While the Assistant CSM works in close partnership with the CSM, it is also a role with real ownership. The Assistant CSM is trusted to independently own specific operational areas of the clinic, exercise sound judgment on day-to-day decisions within those areas, and step in as a key operational point of contact when the CSM is unavailable. This role is a strong development path toward the Clinic Success Manager position, and the best Assistant CSMs take initiative, anticipate what the clinic needs, and solve problems before they are asked.

• Support the CSM in converting all patient session notes by end of day, making sure both billable and non-billable sessions are completed in Central Reach (CR).
• Update the daily schedule to reflect patient attendance in real time.
• Manage day-of schedule changes, including patient and teammate call-outs.
• Keep the clinic clean and organized throughout the day, including chairs up on cleaning-crew nights and one to two clinic walkthroughs daily.

• Contact families who are waiting for services to provide updates and support.
• Assist with onboarding prep for new teammates, including welcome gifts, training binders, and materials.
• Review RBT Central Reach schedules to confirm eligibility for the 30-hour guarantee.

• Help plan and coordinate a monthly team-building event in partnership with the Sunshine Committee.
• Update Deputy and Central Reach profiles for teammates who transfer locations, including basic info, location, and attendance points.
• Send monthly therapy attendance reports to caregivers.
• Audit labels on Central Reach client profiles for accuracy.
• Monitor certification expirations using the Document Manager report.

• Lead new teammate orientation for BTs and RBTs.
• Send welcome emails to incoming new hires the week before their start date, and prepare their welcome gifts.
• Assemble training binders and folders, and create new teammate SharePoint folders from the Master copy.
• Input teammate training schedules into Central Reach based on CD direction.
• Track new teammates' progress on Central Reach Institute 40-hour certificate and module completion.

• Support supply ordering for the clinic, typically monthly through Amazon subscriptions and bi-weekly as needed.
• Submit bonus eligibility through Rippling, such as the BT CRI completion bonus.
• Run the RBT Supervision Report.

• Independently own designated operational areas of the clinic, such as scheduling accuracy, onboarding logistics, or documentation timeliness, and be accountable for those areas running well without daily direction.
• Exercise judgment on day-of operational decisions within established guidelines, including how to resolve schedule changes and coverage gaps, escalating to the CSM when a decision falls outside those guidelines.
• Serve as an operational point of contact for the clinic when the CSM is out, keeping daily operations moving and communicating clearly about what needs the CSM's attention.
• Identify recurring operational problems, propose practical solutions, and help implement improvements to clinic workflows.
• Track operational details across the clinic and proactively flag risks, such as certification expirations, coverage gaps, or schedule issues, before they become disruptions.
• Partner with the CSM on clinic projects and take ownership of assigned pieces from start to finish.

• Nothing slips. Notes are converted on time, schedules reflect reality, and reports go out when they should.
• Smooth onboarding. New teammates arrive to a welcome gift, a ready binder, and a clear first week.
• Families feel informed. Waiting families hear from us, and…