Outbound and Inbound Calls

We are seeking a highly organized, personable, and sales-oriented professional to serve as the first point of contact for prospective and existing patients. This role requires someone who can confidently handle inbound and outbound calls, convert inquiries into clients, and manage communication workflows through email and CRM platforms.

This position blends customer service, inside sales, and technical administration. The ideal candidate is proactive, detail-oriented, and comfortable working in a fast-paced healthcare environment.

Key Responsibilities
Patient Communication & Phone Support

Answer inbound phone calls in a professional and empathetic manner

Make outbound follow-up calls to new leads and existing patients

Educate potential patients on services, pricing, and process

Handle objections professionally and guide callers toward enrollment

Escalate clinical questions appropriately to licensed providers

Sales & Lead Conversion

Manage and qualify inbound leads

Follow structured sales scripts while maintaining authenticity

Track pipeline progress and ensure timely follow-ups

Improve conversion rates through consistent follow-up strategies

Hit daily, weekly, and monthly performance targets


Email & CRM Management

Respond promptly and professionally to inbound emails

Organize and manage patient communications within CRM

Document interactions accurately and thoroughly

Maintain clean, organized lead pipelines

Assist in optimizing CRM workflows and automation

Administrative & Technical Support

Coordinate appointment scheduling and onboarding processes

Ensure patient documentation is complete and accurate

Troubleshoot common tech issues with patient portals and intake forms

Collaborate with marketing and operations teams to improve processes

Qualifications
Required

2+ years of phone-based sales or high-volume call experience

Strong verbal and written communication skills

Comfortable working with email platforms and documentation systems

Ability to manage multiple tasks while maintaining accuracy

Preferred

Experience in healthcare, telehealth, wellness, or medical sales

Familiarity with HIPAA-compliant communication practices

Experience handling high-value service sales

Strong objection-handling ability