Client Engagement & Intake Specialist

The role

You will serve as the first point of contact for new patient inquiries through SMS and phone calls. You will engage prospective clients through thoughtful conversations and coordinate consultations.

What you will do

• Monitor and respond quickly to inbound SMS messages
• Ask open-ended questions to understand client goals and health history
• Coordinate consultations using tools like Calendly
• Record information in CRM and scheduling systems
• Build rapport through empathy and active listening
• Provide personalized follow-ups to clients

Required qualifications

• Strong written skills for SMS conversations
• Clear and professional verbal communication for phone calls
• Basic Excel skills
• Available to reply promptly to leads during assigned windows
• Detail-oriented regarding note-taking and system updates

Nice to have

• Previous experience with CRMs, telehealth tools, or scheduling platforms
• Passion for or familiarity with telehealth, chiropractic care, physical therapy, or concierge medicine

Before you apply

• Complete the application form in full
• Record a video as part of the application process

About the company

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