Client Specialist

6 days ago

Meridian, ID, United States Functional Medicine of Idaho Full time

Job Type

Full-time

Description

At Functional Medicine of Idaho (FMI), we are committed to helping people thrive by providing personalized, integrative healthcare that addresses the root causes of health concerns. Our mission is to empower individuals at every stage of life, guiding them toward optimal well-being. We focus on delivering comprehensive, patient-centered care rooted in the latest research and compassionate service. At FMI, we value collaboration, innovation, and empathy, and are dedicated to offering the best functional and integrative medicine in the communities we serve. Join our team and be part of transforming healthcare while making a meaningful impact.

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
Role and Responsibilities

As a Client Specialists at Functional Medicine of Idaho, you will be responsible for ensuring that patients receive personalized and compassionate care from the moment of intake through ongoing communication and follow-ups. This role involves overseeing the intake process, facilitating communication between patients and healthcare providers, and supporting clinical staff.
  • Greet and direct clients, ensuring a welcoming and efficient intake process.
  • 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, ensuring smooth operations.
  • Be flexible to complete tasks and additional responsibilities as requested by your next-level supervisor.
  • 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.
Qualifications and/or Work Experience 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.
Preferred Skills
  • 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.

Equal Opportunity Employer

Functional Medicine of Idaho is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, age, sex, marital status, national origin, ancestry, disability, handicap or veteran status.

Requirements

FMIHIGHP

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