Workflow Specialist

Job Snapshot
Location: Remote, San Diego, CA
Employment Type: Full-Time
Compensation: $72,000 - $82,000 annually
Schedule: Full-Time
Work Environment: Remote
About Pacific Health Group
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.
Our Core Values

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
Role Overview & Impact
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.
Key Responsibilities
Workflow Design and Optimization

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
Automation Development

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
Integration Engineering

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
Documentation, Reporting, and Compliance

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
Collaboration and Cross-Functional Work

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
Custom Development and Technical Buildouts

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
Compliance and Data Security (PHI, HIPAA, and Regulatory 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
Success Measures

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
Requirements
Skills That Set You Apart
Required Qualifications

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
Technical Development Capabilities

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
Preferred Qualifications

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)
Benefits
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
Equal Opportunity Employer
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.
Job Application & Offer Disclaimer
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.
AI & Human Interaction in Recruitment
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.