Offer summary

Qualifications:

Exceptional written and verbal communication skills for SMS and phone interactions., Empathetic and curious nature, with a genuine interest in understanding clients' stories and needs., Tech-savvy, with a willingness to learn new systems and tools, including CRMs and scheduling platforms., Basic proficiency in Excel for data organization and input..

Key responsabilities:

Respond promptly and professionally to inbound SMS messages and phone inquiries.

Engage in thoughtful conversations to understand clients' goals and health history.

Coordinate consultations using scheduling tools like Calendly.

Document key information accurately in CRM and scheduling systems.

Job description

New Patient Coordinator
Client Engagement & Intake Specialist (Full-Time, Remote)

About the Role
We’re looking for a full-time Client Engagement & Intake Specialist to join a team and serve as the first point of contact for new patient inquiries—primarily through SMS & phone calls, with occasional scheduled phone consultations. This isn’t your typical call center role. This approach is rooted in empathy, curiosity, and thoughtful conversations that build trust and guide prospective clients to the next step in their care journey.

This is a on-call position where you’ll stay available to respond quickly as leads come in throughout the day. When it’s quiet, there’s no ongoing call handling—but you’ll need to remain accessible to engage new inquiries promptly. This role is perfect for someone who’s a great listener, genuinely curious, and comfortable discussing topics related to health and wellness.

Key Responsibilities

Timely Lead Response: Monitor and respond quickly and professionally to inbound SMS messages.
Engaging Conversations: Ask thoughtful, open-ended questions to better understand each prospective client’s goals, needs, and health history.
Scheduling Support: Use tools like Calendly to coordinate consultations for those who prefer a phone conversation.
Accurate Documentation: Record key information in our CRM and scheduling systems (training provided).
Relationship-Centered Approach: Build rapport through empathy and active listening—making clients feel heard, supported, and never rushed.
Follow-Up Touchpoints: Provide friendly, personalized follow-ups when clients need more information or encouragement to schedule.

Qualifications

Exceptional Communicator: Strong written skills for SMS conversations, along with clear and professional verbal communication for phone calls.
Empathetic & Curious: You’re genuinely interested in people’s stories, goals, and challenges—and it shows.
Tech-Friendly: Comfortable learning new systems; previous experience with CRMs, telehealth tools, or scheduling platforms is a plus. (We’ll train you in Go High Level and DrChrono.)
Basic Excel Skills: Familiar with using spreadsheets for organizing or inputting data.
Healthcare/Wellness Interest: Passion for or familiarity with fields like telehealth, chiropractic care, physical therapy, or concierge medicine is a bonus.
Dependable & Responsive: Available to reply promptly to leads during assigned windows, even if the volume is sporadic.
Detail-Oriented: Diligent about note-taking, system updates, and confidentiality best practices.

Working Conditions

Location: 100% remote.
Schedule: Availability needed during East Coast hours (approximately 16:00–24:00 GMT).
Compensation: Competitive pay.

Why You’ll Love This Role

Human-Centered Work: Go beyond scripts—build real connections, provide thoughtful support, and help people take a meaningful step in their wellness journey.
Flexibility: Balance this role with your personal or professional commitments while still making an impact.
Professional Growth: Gain experience with in-demand platforms and modern tools in a fast-evolving space.
Supportive Culture: Be part of a values-driven team that prioritizes empathy, curiosity, and authentic client care.

Required profile