Client Engagement – Intake Specialist

This is a fully remote position, open to applicants in Venezuela.

📋 Description

• Timely Lead Response: Monitor and promptly address incoming SMS messages with professionalism.

• Engaging Conversations: Pose insightful, open-ended questions to gain a deeper understanding of each potential client’s objectives, needs, and health background.

• Scheduling Support: Utilize tools such as Calendly to arrange consultations for clients who prefer a phone interaction.

• Accurate Documentation: Input essential information into our CRM and scheduling systems (training will be provided).

• Relationship-Centered Approach: Foster connections through empathy and active listening—ensuring clients feel acknowledged, supported, and never rushed.

• Follow-Up Touchpoints: Offer friendly, personalized follow-ups when clients require additional information or motivation to schedule.

⛳️ Requirements

• Exceptional Communicator: Possess strong writing skills for SMS interactions, along with clear and professional verbal communication for phone conversations.

• Empathetic & Curious: You have a genuine interest in individuals’ stories, aspirations, and challenges—and it reflects in your interactions.

• Tech-Friendly: Comfortable with learning new systems; prior experience with CRMs, telehealth tools, or scheduling platforms is advantageous. (Training will be provided for Go High Level and DrChrono.)

• Basic Excel Skills: Familiar with using spreadsheets for data organization or entry.

• Healthcare/Wellness Interest: A passion for or knowledge of areas such as telehealth, chiropractic care, physical therapy, or concierge medicine is a plus.

• Dependable & Responsive: Available to respond quickly to leads during designated hours, even if inquiries are infrequent.

• Detail-Oriented: Attentive to note-taking, system updates, and best practices in confidentiality.

🏝️ Benefits

• Competitive pay

• Flexibility: Manage this role alongside your personal or professional obligations while still making a significant impact.

• Professional Growth: Acquire experience with sought-after platforms and contemporary tools in a rapidly changing environment.

• Supportive Culture: Join a values-driven team that emphasizes empathy, curiosity, and genuine client care.