Medical Intake & Sales Coordinator (CH211026FT)

Medical Intake & Sales Coordinator

Location: 100% Remote (LATAM-based)
Schedule: Full-Time
Languages: Fluent English and Spanish (Required)

About the Role

We are seeking a high-energy, sales-driven Medical Intake Coordinator to serve as the first impression of our outpatient physical therapy practice. This is not just a front desk role. We are looking for a professional who can manage incoming medical referrals and leads with a proactive "sales mindset". Converting inquiries into active patients and directly supporting the growth of our clinic.

In this position, you will be a key partner in our expansion, ensuring no opportunity is missed. You will handle patient concerns and objections with confidence, maintaining a high sense of urgency and accountability for every lead that enters our system.

Key Responsibilities

• Lead Conversion: Contact all new medical referrals and incoming leads from physicians, attorneys, and digital marketing sources to convert them into scheduled evaluations.
• Persistent Follow-Up: Maintain consistent follow-up with pending leads to maximize conversion rates and ensure patient needs are met promptly.
• System Management: Accurately enter, update, and track patient information within CRM, EMR, and internal tracking systems.
• Performance Tracking: Monitor and report on daily metrics, including call volume, conversions, and total scheduled evaluations.
• Professional Communication: Act as a clear and professional link between patients, referral partners (attorneys and physicians), and our internal clinical teams.
• Process Optimization: Collaborate with marketing and clinical departments to streamline patient flow and improve the overall intake experience.

Requirements

• Sales Mindset: A proven ability to influence, guide, and close, with a competitive approach to hitting growth goals.
• Bilingual Proficiency: Fully fluent in both English and Spanish to effectively support our diverse patient base and partners.
• Technical Savvy: Comfortable using CRM, EMR systems, and digital tracking tools in a fast-paced environment.
• Detail-Oriented: Strong organizational skills with a focus on documenting patient details and interactions with 100% accuracy.

Attributes

• Urgency & Speed: You treat every lead as a priority and respond to incoming inquiries quickly to ensure high engagement.
• Independent Problem Solver: You can handle objections and work independently within a high-performance healthcare environment.
• Goal-Driven: You are motivated by measurable results and consistent follow-up until goals are met.

What Success Looks Like

• Maintaining a high conversion rate from initial referral to scheduled evaluation.
• Providing accurate, organized tracking of all patient interactions and data points.
• Positively impacting company revenue and expansion through dedicated sales and intake efforts.