Client Specialist

Functional Medicine Of Idaho - Meridian, ID

Full-time

Meridian, ID

About the position

The Client Specialist at Functional Medicine of Idaho (FMI) plays a crucial role in ensuring that patients receive personalized and compassionate care throughout their healthcare journey. This position involves managing the intake process, facilitating communication between patients and healthcare providers, and supporting clinical staff to enhance patient experience and operational efficiency.

Responsibilities

• Oversee the intake process and ensure a welcoming environment for clients.
• Schedule and confirm patient appointments, consultations, and follow-ups.
• Make reminder calls for upcoming appointments, classes, and payment deadlines.
• Answer incoming calls, redirect them as necessary, and return voicemails promptly.
• Assist clinical staff with daily tasks to ensure smooth operations.
• Manage inside sales of client packages, setting and tracking sales targets.
• Suggest and implement improvements in the sales administration process.
• Report on sales metrics and suggest improvements.
• Ensure brand consistency and sell value to drive sales.
• Review package options with potential clients and explain the provider's recommended program.
• Process credit card payments and handle financial transactions securely.

Requirements

• High School Diploma (required).
• Proven experience in a sales-related industry, preferably within healthcare.
• Hands-on experience with CRM software and Google Drive.
• Strong understanding of the sales administration process.
• Excellent verbal and written communication skills, with the ability to engage effectively with internal and external clients.
• Strong analytical and organizational skills.
• Ability to work independently, manage multiple tasks efficiently, and complete assignments within set parameters.

Nice-to-haves

• Excellent analytical, decision-making, and problem-solving skills.
• Strong communication abilities with patients and team members, thriving in a dynamic environment.
• High emotional intelligence with a passion for health, wellness, and functional medicine.
• Proficient in EMR systems and general computer literacy.
• Experience in Functional Medicine and familiarity with related practices.
• Sales experience in healthcare settings.

Benefits

• 401(k) with Employer Match
• Dental Insurance
• Employee Assistance Program
• Health Insurance
• Life Insurance
• Vision Insurance
• Paid Time Off
• Employee Discounts on Wellness services, Supplements, & more!