Workflow Specialist

Location: Remote, San Diego, CA
Employment Type: Full-Time
Compensation: $72,000 – $82,000 annually
Schedule: Full-Time
Work Environment: Remote

At Pacific Health Group, we care deeply about the people and communities we serve. We meet individuals with kindness, respect, and understanding - listening first, honoring each person’s journey, and offering support without judgment. Through compassionate, person-centered healthcare, behavioral health services, and social supports, we walk alongside people as they work toward healing, stability, and a healthier, more hopeful life.

• Speak with integrity—clear, respectful, and honest in every interaction.
• Embrace innovation, trying new ideas, learning fast, and improving care.
• Own our roles, staying accountable for outcomes and documenting accurately.
• Build genuine connections with members, families, and teammates through empathy and cultural sensitivity.
• Lead with trust by being consistent, transparent, and following through.
• Celebrate wins together, recognizing individual and team achievements.
• Collaborate with purpose, partnering across departments and with community providers to solve problems.
• Ask for support and offer support, because thriving together is how we serve our members best

The Workflow Specialist is responsible for designing, building, integrating, and optimizing business processes across Pacific Health Group. This role manages workflow automation, API-driven integrations, system configuration, and continuous process improvement. The Specialist ensures operational efficiency, scalability, and reliability across all internal functions, with a strong focus on leveraging technology to streamline work and eliminate friction.

This role directly impacts clinical operations, revenue cycle, marketing, sales, and administrative teams by reducing manual work, increasing automation reliability, improving data integrity, and enabling scalable growth.

• Map, analyze, and redesign end-to-end business processes across clinical operations, revenue cycle, marketing, sales, and administrative workflows.
• Identify inefficiencies, bottlenecks, and automation opportunities to increase throughput, accuracy, and speed.
• Develop workflow standards, documentation, and governance frameworks.

• Build, manage, and maintain automations and workflows using platforms such as Zapier or similar tools, RingCentral, Monday.com, SalesMate, EMR/EHR layers, and custom-built logic solutions.
• Ensure automations align with compliance, reliability, and performance requirements.
• Implement alerts, monitoring, notifications, and error-handling protocols to ensure automation stability.

• Develop and maintain API-based integrations between internal systems such as EMR/EHR platforms, CRM tools, billing systems, VOIP, AI agents, and data warehouses.
• Translate operational needs into technical integration requirements.
• Collaborate with engineering, vendors, and partners to test, deploy, and maintain integrations.

• Ensure workflows support data accuracy, accessibility, and reporting requirements.
• Work with analytics teams to surface actionable insights and ensure workflows feed clean, structured data into reporting environments.
• Manage configuration of workflow-related system features.
• Produce usage and functionality reporting by user and across entire systems.

• Partner with leadership and team leads to understand operational challenges and translate them into scalable workflow solutions.
• Provide training and documentation to teams on new processes, tools, and automations.
• Lead change management for workflow rollouts and enhancements.

• Design, build, and maintain custom workflow functions and system logic using code-based solutions where no native automation exists.
• Develop and extend workflow functionality using languages and technologies such as Ruby, PHP, C++, CSS, HTML, JavaScript, and other relevant development frameworks.
• Create custom middleware, scripts, and functions to support automation, integrations, data transformation, and system interoperability.
• Build reusable, scalable, and maintainable custom components to support evolving operational requirements.
• Collaborate with engineering, product, and operations teams to translate business logic into technical implementations.
• Troubleshoot, refactor, and optimize existing custom code used in workflow automations and system integrations.
• Ensure custom-built solutions meet performance, security, compliance, and reliability standards.

• Handle, transmit, and store Protected Health Information (PHI) in full compliance with HIPAA and company privacy standards.
• Ensure all workflows, automations, and integrations adhere to HIPAA Security Rule requirements, including access controls, audit trails, encryption, and secure data transmission.
• Conduct compliance checks when designing or modifying workflows to prevent unauthorized access, data leakage, or systemic vulnerabilities.
• Collaborate with Compliance and IT Security teams to implement best practices for data governance, risk mitigation, and incident response.
• Maintain documentation that supports regulatory audits and internal security reviews.
• Train stakeholders on workflow-related compliance considerations to ensure safe and compliant operations.

• Reduction in manual administrative hours.
• Increase in workflow reliability and automation uptime.
• Faster cycle times for operational processes.
• Fewer process errors and system-related escalations.
• Measured improvements in departmental efficiency metrics.

• 3+ years of experience in workflow automation, business process engineering, systems integration, or operations optimization.
• Demonstrated expertise with automation platforms (Zapier, Make, n8n, or similar).
• Familiarity with APIs, JSON, Webhooks, and basic scripting logic.
• Experience with native integrations, automation functions, and workflow buildouts.
• Strong analytical and systems-thinking abilities.
• Excellent documentation, communication, and project management skills.

• Hands-on experience building custom functions, scripts, or application logic using Ruby, PHP, C++, CSS, JavaScript, or similar programming languages.
• Ability to extend no-code/low-code platforms with custom code to meet complex or non-standard business requirements.
• Experience developing and maintaining custom integrations, middleware, or internal tooling.
• Strong understanding of core software development concepts, including version control, debugging, performance optimization, and secure coding practices.
• Comfortable working across both structured platforms and fully custom-built solutions.

• Experience in healthcare operations, revenue cycle management, or clinical workflows.
• Experience integrating EMR/EHR systems.
• SQL or lightweight scripting proficiency (Python or JavaScript).
• Background in process improvement frameworks (Lean, Six Sigma, BPMN).

Time Off & Leave

• Paid Time Off
• Holidays
• Volunteer time
• Bereavement

Health & Wellness

• Medical coverage
• FSAs or other wellness benefits
• Disability and EAP

Financial & Professional

• 401(k)
• Stipends
• Professional development

Culture & Perks

• Employee discounts
• Team events
• Growth opportunities

Pacific Health Group is an Equal Opportunity Employer. We are committed to creating an inclusive and equitable workplace where all individuals are treated with dignity and respect. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy, childbirth, breastfeeding, and related medical conditions), gender, gender identity or gender expression, sexual orientation, national origin or ancestry, citizenship status, physical or mental disability, medical condition, age, marital status, military or veteran status, genetic information, or status as a victim of domestic violence, assault, or stalking. We value diversity in all forms and encourage individuals from historically underrepresented communities to apply.

Pacific Health Group is committed to maintaining a transparent, lawful, and secure hiring process in compliance with California labor laws and employment standards. Employment offers are contingent upon meeting role qualifications and successfully completing all required recruitment steps, which may include:

• Submission of an internal application
• Recruiter pre-screen
• Skills assessment if applicable
• Final interview with hiring leadership
• Formal verbal offer from authorized hiring representatives

Important Notice: Any communication claiming to represent Pacific Health Group that bypasses this process is not authorized.

Pacific Health Group uses AI tools to assist with resume matching based on qualifications, skills, and location. All qualified applications are reviewed by our recruiting and HR team to ensure fair, equitable, and human-centered hiring decisions.