客户参与与受理专员
Client Engagement & Intake Specialist
加入Hire Hangar,与快速发展的全球公司合作,同时建立长期职业发展。
职位名称:客户关系与需求专员
地点:远程办公
时区:美国时区
职位简介
我们正在寻找一名全职客户关系与需求专员加入团队,作为新患者咨询的第一联系人——主要通过短信和电话,偶尔进行预约电话咨询。这并不是一份普通的客服岗位。这种工作方式基于同理心、好奇心和深入的对话,以建立信任并引导潜在客户进入他们的护理旅程的下一步。
这是一个轮班制岗位,你将随时待命,快速响应全天候的客户线索。在安静的时候,没有持续的电话处理,但你需要保持可联系性,及时处理新的咨询。这个职位适合一位善于倾听、真正好奇,并且能够自如地讨论与健康和保健相关话题的人。
主要职责
- 及时响应线索:监控并迅速专业地回应来电短信。
- 有效对话:提出有深度的开放式问题,更好地了解每位潜在客户的目标、需求和健康史。
- 安排支持:使用Calendly等工具为希望进行电话咨询的客户提供预约协调。
- 准确记录:在我们的CRM和日程安排系统中记录关键信息(提供培训)。
- 以客户为中心的方法:通过同理心和积极倾听建立关系,让客户感到被倾听、被支持,不会被催促。
- 跟进接触点:当客户需要更多信息或鼓励预约时,提供友好且个性化的跟进。
任职要求
- 优秀的沟通者:具备出色的书面表达能力,适用于短信交流,同时具备清晰专业的口头沟通能力,适用于电话沟通。
- 具有同理心和好奇心:你对人们的经历、目标和挑战真正感兴趣,并且表现出来。
- 熟悉技术:愿意学习新系统;有CRMs、远程医疗工具或日程安排平台经验者优先。(我们会培训你使用Go High Level和DrChrono。)
- 基础Excel技能:熟悉使用电子表格进行数据整理或输入。
- 医疗/健康兴趣:对远程医疗、脊椎矫正、物理治疗或私人医生等领域有热情或熟悉度者优先。
查看英文原文
Join Hire Hangar and work with fast-growing global companies while building a long-term career.
Job Title: Client Engagement & Intake Specialist
Location: Remote
Time Zone: US Time Zone
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.
Please NOTE It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps — the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles.
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