医疗预约协调员及患者参与专员(全职)
Healthcare Appointment Setter & Patient Engagement Specialist (Full-Time)
职位名称:医疗预约专员及销售专家 [AR-U]
职位类型:全职
薪资:每小时6-7美元,根据经验而定
工作时间:周一至周五 | 上午8:00 - 下午5:00 EDT
客户简介与职位概要
我们的客户是一家快速增长的美国健康与美容医疗诊所,致力于通过个性化治疗和卓越的患者护理帮助患者提升自信、健康和生活质量。
他们正在寻找一位自信且以结果为导向的医疗销售与预约专员,负责与潜在患者沟通,跟进线索,并将咨询转化为预约。
此职位主要聚焦于销售和转化,同时也有行政和患者支持的次要职责。
理想的候选人具备外拨电话、冷电销、线索跟进、预约安排和销售转化方面的实际经验。您应能熟练与大量线索沟通,提出有效问题,建立关系,处理基本异议,并自信地引导对话达成预约。
持续跟进至关重要。您需要对线索负责,记录互动情况,安排下一步,持续跟进直至线索预约、拒绝或被适当转入培育。
在医疗、健康、美容或医美诊所的经验是加分项,但以电话销售和转化经验为重点。
职责
销售、外拨电话与预约安排 —— 主要职责
- 向新旧线索拨打大量外拨电话
- 通过电话、短信和CRM系统持续跟进线索
- 建立关系,提出有效问题,识别患者需求和兴趣
- 清晰传达服务内容,引导潜在患者预约咨询
- 配合基本问题、犹豫和异议,自信且专业地应对
- 持续跟进直至线索预约、拒绝或转入培育
- 在CRM中准确记录通话结果、下一步和跟进活动
- 努力实现预约安排、转化和外拨活动的目标或KPI
患者参与与重新联系
- 通过外拨跟进重新联系之前或不活跃的患者
- 跟进曾咨询或参加过咨询但未继续的患者
- 分享相关促销、治疗和特别优惠
查看英文原文
Job Title: Healthcare Appointment Setter & Sales Specialist [AR-U]
Position Type: Full-time
Pay Rate: $6–$7 USD/hour, depending on experience
Work Schedule: Monday–Friday | 8:00 AM–5:00 PM EDT
Client Overview & Job Summary
Our client is a growing U.S.-based wellness and aesthetic healthcare practice dedicated to helping patients improve their confidence, health, and quality of life through personalized treatments and exceptional patient care.
They are looking for a confident and results-driven Healthcare Sales & Appointment Setting Specialist to engage prospective patients, follow up with leads, and convert inquiries into booked consultations.
This is primarily a sales and conversion-focused role, with administrative and patient support responsibilities as a secondary focus.
The ideal candidate has proven experience in outbound calling, cold calling, lead follow-up, appointment setting, and sales conversion. You should be comfortable speaking with a high volume of leads, asking effective questions, building rapport, handling basic objections, and confidently guiding conversations toward booking an appointment.
Consistent follow-through is essential. You will be expected to take ownership of leads, document interactions, schedule next steps, and continue following up until the lead books, declines, or is appropriately moved into nurture.
Experience in healthcare, wellness, aesthetics, or medical spas is a plus, but strong phone-based sales and conversion experience is the priority.
Responsibilities
Sales, Outbound Calling & Appointment Setting — Primary Focus
- Make a high volume of outbound calls to new and existing leads
- Follow up with leads consistently through phone, text, and CRM
- Build rapport, ask effective questions, and identify patient needs and interests
- Clearly communicate services and guide prospective patients toward booking consultations
- Handle basic questions, hesitations, and objections confidently and professionally
- Maintain consistent follow-up until leads book, decline, or move into nurture
- Document call outcomes, next steps, and follow-up activities accurately in the CRM
- Work toward appointment-setting, conversion, and outbound activity goals or KPIs
Patient Engagement & Re-Engagement
- Reconnect with previous or inactive patients through outbound follow-up
- Follow up with patients who inquired or attended consultations but did not move forward
- Share relevant promotions, treatments, and special offers
- Conduct patient follow-ups and support positive patient experiences
- Build relationships that encourage repeat visits and referrals
Patient & Administrative Support — Secondary Focus
- Answer incoming calls and assist with patient inquiries
- Support patient intake and collect required information
- Send and follow up on consent forms, waivers, and other required paperwork
- Provide pre- and post-care communication and instructions
- Maintain accurate patient records, appointment notes, and CRM documentation
- Complete daily activity and performance reports
- Assist with general administrative tasks as needed
Light Social Media Support — Secondary Priority
- Assist with basic social media scheduling and content support
- Respond to comments or messages when needed
- Support the practice’s online patient engagement efforts
Requirements
- Proven experience in outbound calling, cold calling, sales, appointment setting, lead generation, or lead conversion
- Experience converting leads or inquiries into booked appointments or consultations
- Comfortable making a high volume of outbound calls
- Clear, confident, and professional speaking voice
- Strong communication and relationship-building skills
- Ability to ask effective questions and handle basic objections
- Persistent and organized approach to lead follow-up
- Experience working toward sales, appointment-setting, conversion, or outbound activity KPIs
- Strong CRM documentation and lead management skills
- Excellent follow-through, sense of urgency, and ownership
- Self-motivated, organized, and comfortable working independently in a remote environment
- Reliable and interested in a long-term opportunity
Nice to Have
- Experience in healthcare, wellness, weight loss, aesthetics, medical spas, or similar patient-focused environments
- Experience selling or booking consultations for healthcare, wellness, beauty, or elective services
- Experience with GoHighLevel (GHL), Mindbody, Bowtie, Ooma, or similar CRM, scheduling, and phone platforms
- Experience with patient intake, consent follow-up, patient re-engagement, or pre/post-care communication
- HIPAA awareness or previous experience handling patient information
- Basic social media scheduling or content management experience
Tools & Software
- GoHighLevel (GHL)
- Mindbody
- Bowtie
- Ooma
- CRM and lead management systems
- Google Workspace
- Microsoft Office
Basic Requirements
- Must speak and write English clearly and professionally.
- Must have relevant work experience.
- Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
- Must be available to attend video meetings with camera on when required.
Technical Requirements
- Computer: Reliable laptop or desktop computer.
- Internet: Stable high-speed internet connection (minimum 25 Mbps).
- Audio: Noise-canceling headset.
- Video: Working webcam for virtual meetings.
- Workspace: Quiet and professional work environment.
Benefits
- Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
- Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
- HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
- Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
- Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
- Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
- Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
- Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.
These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.
Originally posted on Himalayas