SAMHSA Coordinator/ Marketing Specialist

Job Overview:

The SAMHSA Case Management Specialist plays a vital role in ensuring program accountability, client tracking, and compliance with reporting and productivity benchmarks under SAMHSA-funded initiatives. This position serves as a central point of coordination between clinical staff and the data management team to support service delivery, ensure clients meet engagement benchmarks, and identify trends or areas for improvement. In addition to clinical operations, this role will provide vital support to the development team through fundraising event planning, stakeholder engagement, and marketing collaboration. This is a cross-functional role ideal for someone highly organized, data-savvy, and passionate about advancing health equity through service excellence and sustainable funding.

Responsibilities and Duties:

• Client Progress Tracking & Productivity Monitoring: o Monitor all active clients to ensure completion of required services, including:
• Timely follow-ups
• Completion of exit surveys
• A minimum of three (3) clinical encounters per client before discharge o Maintain a master productivity tracker and update clinical team regularly on each client’s service status. o Ensure that all clinical encounters are accurately logged and reflected on the official tracker.
• Quarterly & Annual Performance Monitoring: o Track progress toward quarterly and yearly SAMHSA benchmarks (productivity, service engagement, retention, etc.). o Generate monthly and quarterly reports on clinical service completion and overall program compliance. o Highlight gaps or deficiencies with easy-to-understand summaries and data visuals for leadership review.
• Clinical Department Support: o Provide real-time feedback and updates to the clinical team regarding overdue tasks, missing data, or client service gaps. o Create and share organized spreadsheets (e.g., Excel or Google Sheets) with color-coded client lists indicating:
• Who is behind on follow-ups
• Missing documentation
• Upcoming deadlines or risk for non-compliance o Suggest areas of service improvement based on trends, bottlenecks, or low performance indicators.
• Collaboration with Data & Compliance Teams: o Partner with the agency’s Data Manager to align service tracking tools with official grant data reporting systems. o Remain up-to-date on SAMHSA reporting guidelines and ensure internal practices are compliant. o Support reconciliation efforts when discrepancies occur between clinical delivery and reported outcomes.
• Quality Assurance & Strategic Input: o Participate in clinical and administrative meetings to provide insights into service delivery outcomes. o Offer data-informed recommendations to improve program effectiveness and client engagement. o Flag systemic issues and work with leadership to refine workflows or service models when necessary.
• Fundraising Event Coordination: o Assist in the planning and executing of fundraising events from concept to completion, including securing venues, managing budgets, and coordinating staff and volunteers. o Develop timelines, task lists, and checklists to ensure seamless execution and maximum donor engagement. o Assess event success through post-event reports, attendance metrics, and donor feedback.
• Fundraising Opportunity Development: o Research new fundraising opportunities, including donors, corporate sponsors, grant funding, and community giving programs. o Monitor trends in the nonprofit and philanthropic sectors to inform strategic fundraising planning. o Propose innovative campaign ideas and engagement strategies tailored to target audiences and funding potential.
• Stakeholder Communication: o Assist with scheduling and preparing for stakeholder meetings and donor recognition events. o Maintain an organized stakeholder database to ensure timely and effective communication.
• Marketing Campaign Collaboration: o Work alongside the marketing team to design and implement outreach strategies that promote fundraising initiatives and increase community visibility. o Support content assessment for email marketing, social media, flyers, and digital advertisements. o Monitor campaign reach and engagement, adjusting strategies based on real-time performance data.
  
  
  

Requirements:

• Strong organizational and analytical skills with demonstrated ability to manage multiple priorities across clinical and administrative functions
• Proficiency in tracking tools such as Microsoft Excel, Google Sheets, and data visualization platforms (e.g., Google Data Studio, Excel)
• Working knowledge of clinical service documentation, productivity benchmarks, and client engagement metrics (preferably SAMHSA-related)
• Ability to create and maintain color-coded tracking systems to flag overdue services, missing documentation, and upcoming deadlines
• Skilled in developing reports that summarize trends and identify areas of improvement for internal teams and leadership
• Experience collaborating with data managers and understanding grant reporting requirements
• Excellent communication skills with the ability to provide timely feedback to multidisciplinary teams
• Comfort leading or co-leading fundraising events from concept to completion, including budgeting, scheduling, and volunteer coordination
• Flexibility to assist with outreach strategies, campaign content, and performance-based marketing adjustments
  
  
  

Qualifications:

• Bachelor’s degree in Public Health, Social Work, Psychology, Nonprofit Management, or related field (Master’s preferred)
• At least 2–3 years of experience in clinical program operations, behavioral health support, or nonprofit work
• Strong understanding of trauma-informed care, behavioral health workflows, and data-driven program evaluation
• Experience supporting fundraising, donor relations, and community engagement activities
• Excellent time management, problem-solving, and interpersonal skills
• Ability to work independently and collaboratively in a fast-paced, mission-driven environment
• Commitment to equity, inclusion, and serving historically marginalized populations