Patient Sales Coordinator

We are looking for a Patient Sales Coordinator to support patient conversion, enrollment, and communication efforts across our clinical programs.

This role focuses on building relationships with prospective patients, following up on inquiries, guiding individuals through our services, and increasing enrollment in our GUIDE Program, coaching services, and provider consultations.

The ideal candidate is empathetic, organized, proactive, and confident communicating with patients and families navigating cognitive health concerns. This person will also act as a key liaison between the marketing team and the medical/operations team to ensure smooth communication, alignment, and patient experience throughout the enrollment journey.

Responsibilities

Patient Outreach & Enrollment

• Respond to incoming patient inquiries and leads promptly
• Conduct outbound follow-up calls, emails, and messages
• Educate prospective patients about consultations, coaching services, and GUIDE Program offerings
• Guide patients through scheduling and enrollment processes
• Follow up with eligible patients to support GUIDE Program enrollment completion
• Maintain consistent communication and relationship-building with prospective patients and families

Coordination & Operations

• Serve as the communication bridge between marketing and medical/operations teams
• Coordinate outreach efforts with clinic scheduling capacity and operational workflows
• Provide feedback regarding patient concerns, trends, and conversion barriers
• Maintain accurate documentation and communication records in internal systems
• Track outreach activity, conversions, and enrollment metrics
• Identify opportunities to improve onboarding and patient conversion workflows

Community & Growth Support

• Support clinic growth initiatives through structured outreach efforts
• Assist with community relationship-building and patient engagement initiatives when needed

Four core tasks:

• Handle incoming new patient calls, reaching out to people who have been contacted
• Closing sales from interested people
• Source the current pool of patients that might be eligible for the medicare program
• Re-engaging with patients
• Offering the GUIDE program

Requirements

• Strong written and verbal English communication skills
• Sales experience
• Empathetic and compassionate.
• Excellent interpersonal and relationship-building abilities
• Experience in healthcare outreach, patient coordination, customer success, enrollment support, sales, or marketing coordination
• Ability to communicate empathetically and professionally with patients and families
• Highly organized, proactive, and detail-oriented
• Comfortable handling outbound follow-up and patient communication consistently
• Ability to work independently while collaborating across teams
• Reliable internet connection and dedicated remote workspace
• Availability to work Monday–Friday, 8:00 AM – 5:00 PM Pacific Time
• Ability to maintain HIPAA compliance and confidentiality
• Must be located in Latam

Nice-to-Haves

• Experience with healthcare enrollment or Medicare-related programs
• Experience in functional medicine, wellness, senior care, or cognitive health environments
• Familiarity with CRM or EHR systems
• Experience with:
• Cerbo EHR
• RingCentral
• Slack
• Background in healthcare marketing coordination or lead management