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Patient Liaison

2022-08-08 2022-10-07 Job Snob

Full Time



We seek a Patient Liaison who measures up to our high standards. Our ideal candidate is a well-rounded person with outstanding communication skills and experience in sales, acquiring patients and front office administration; an individual who is a self-starter with the passion to excel in everything they do. Someone who is comfortable working in an environment that is constantly changing, high-energy, with the ability to manage and prioritize multiple tasks. The Patient Liaison is a key link in our relationships with new leads and consultations and must have the ability to connect with leads on the phone on an intensely personal level to instill trust and confidence. This is a full-time position located in one of our clinics. Ultimately, the Patient Liaison is responsible for converting new leads into consultations (both in-clinic and virtual) in an effort to support the clinic in achieving its monthly revenue target. Due to the nature of the position, the work must be completed in the clinic (not remotely).

Responsibilities include but not limited to:

  • Utilizing our CRM tool to interact with prospective patients in an effort to schedule them in-clinic or virtual consultations *Bonus opportunity based on leads converted
  • Communicating with prospective patients via text, email or over the phone through our CRM tool
  • Following our lead journey process
  • Focusing on quantity: reaching a target number of conversations on a daily basis
  • Focusing on quality: having meaningful conversations with prospective patients and booking them for consultations
  • Answering warm calls from our concierge team
  • Assisting with intake of patients and scheduling surgeries as needed
  • Collaborating with Leadership as needed or directed to reach strategic sourcing and sales goals
  • Assisting with PL efforts for other practice locations as needed
  • Providing accurate pricing estimates
  •  Qualifying leads

Preferable Skills and Qualifications:

  • At least 1 year of sales experience (preferably inside sales) or customer service experience
  • Experience using a CRM tool, preferably Intercom
  • Proficiency in Google Suite
  • Bilingual preferred (English/Spanish).
  • Impeccable phone skills and professional demeanor
  • Excellent verbal and written communication
  • Ability to handle large volume of outbound calls and chats
  • Ability to achieve defined targets and KPIs
  • Strong organizational and multitasking skills
  • Ability to work independently and as part of a team, self-motivation, adaptability, and a positive attitude.
  • Ability to learn new techniques, perform multiple tasks simultaneously, keep accurate records, follow instructions, and comply with company policies.





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Company Information
  • Total Jobs 2 Jobs
  • State California
  • Zip 95661
  • How did you hear about us? LinkedIn
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