Job Title
Digital Patient Success Coordinator
About The Role
We’re seeking a part-time Customer Success Coordinator to provide supportive, high-touch engagement to prospective and existing clients—primarily via SMS and scheduled phone consultations. This role goes beyond standard call center work, focusing on relationship-building and personalized guidance to ensure each individual progresses smoothly on their health journey.
You’ll operate on a flexible, on-call schedule, ready to respond quickly when leads or existing clients reach out. During slower periods, you won’t be actively engaging, but must remain available to support new inquiries or follow-ups. If you thrive on customer success, enjoy leveraging tech tools, and are comfortable discussing health and wellness in a consultative way, we’d love to have you on board.
Key Responsibilities
Inbound & Ongoing Support
Monitor incoming SMS inquiries and existing client communications, responding promptly with empathy and clarity.
Customer Success Outreach
Proactively check in on clients to ensure they’re satisfied, aware of next steps, and achieving their wellness goals.
Consultative Conversations
Use open-ended questions to understand concerns, goals, and past treatments, providing personalized guidance or resources.
Scheduling & Coordination
Manage phone consultations via Calendly (or similar tools) for clients who prefer deeper, real-time discussions.
Data Capture & Documentation
Accurately record client interactions and progress notes in our CRM and scheduling platforms
Follow-Up & Retention
Support ongoing client engagement by offering additional resources, nudging them to schedule appointments, and addressing any barriers to success.
Continuous Improvement
Collaborate with the team to refine onboarding, support, and retention processes based on client feedback and outcomes.
Qualifications
Working Conditions
Why Join Us