The setting
's is a platform for virtual care that combines care teams, coaching, a mobile app, and connected devices. It supports care for diabetes, prediabetes, high blood pressure, and muscle and joint problems.
Completed enrollment and the outreach list are describing the same members differently.
Customer Success needs a usable outreach list while the employer needs enrollment numbers it can trust.
Who you’d be doing this for
“My benefits lead pulled up names we thought were already active, and I had no clean answer.”
Trang Aziz · Population Health Manager · a character in this brief
Oversees the employer population whose enrollment results are being reviewed with benefits leadership.
What is at stake
Completed enrollments are missing from the funnel view and reappearing on outreach lists. You must weigh a fast reporting correction against keeping funnel definitions consistent for every employer.
Why it isn’t already fixed
Every obvious fix costs something else. That’s the part you’d have to decide.
- fast outreach relief vs. durable attribution
- employer trust vs. reporting consistency
- standardized stages vs. account-specific evidence
Why Omada Health
Eligibility, outreach, and member enrollment are the operating chain through which the platform proves participation to employer customers.
Written with these in mind
Not your kind of problem? 10 more at Omada Health, or browse every organization.
Where the organization context comes fromThe postings this brief was written from, and the reporting read before it.
The organization context comes from public information. The situation and characters are written for the brief.
Job postings it was written from
Public descriptions of the work at Omada Health. They are listed as sources, not as openings. The lines under a posting are its own words, where it meets this brief.
- Senior Manager, Revenue Operations · no longer posted
- Build and maintain a unified data model linking B2B customer activity to B2C member outcomes, standardizing funnel stages, metrics, and attribution.
- Own enrollment funnel reporting across eligibility, outreach, and member conversion.
- Principal Actuary · no longer posted
- This role combines independent modeling with customer-facing work: you will build defensible analyses, explain trade-offs to business partners, and engage directly with payer actuaries and benefits consultants.
- Senior Director, Capacity Planning, Workforce Operations & Analytics (opens in a new tab)
- Own and evolve the operating rhythms, standards, and visibility systems for the department (e.g., forecasting cadences, scheduling and intraday management, department business reviews, data mart and dashboard foundations).
- Own capacity planning and staffing models that support Health Coaching, Cardiometabolic Specialists, Physical Activity Specialists, Behavioral Health, Member Support and Member Navigation, ensuring accurate, efficient coverage at sustainable cost‑to‑serve.
- Senior Director, Sales and Revenue Operations (opens in a new tab)
This is the setup. The work is inside.
Running it puts you in the room: the full situation and its constraints, stakeholders who push back in their own words, and the decisions that are yours to make. What you produce becomes a Day One Plan — work you can show someone instead of describing.
Where similar work appears
Other live briefs connected to this one, and what connects them.
The same setting, from another role
Each is set around Omada Health’s Omada Platform, written for a different role. They’re separate briefs, not the same scenario.
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You must decide what AI can prepare and what a seller must review before anything reaches a buyer.
Employers want GLP-1 support but are consolidating chronic-condition vendors.
You must weigh a focused broker package against the proof and flexibility buyers need.
A 180,000-life employer deal is splitting over access, fee risk, and proof of outcomes.
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Other problems with a similar purpose
In each of these, as in this one, the aim is to turn fragmented, conflicting operational signals into one clear, actionable call.
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You must decide which dependency changes the workflow sends straight to a Program Manager as uncertain and which it records as flags for the readiness record.
Regional production can stop while aggregate workspace activity still looks healthy.
You must decide where the ranking stops and the CSM starts: which signals set an account's place in the order, and which the CSM reads for themselves before choosing what to say.
