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18 days ago
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crm telehealth sms customersuccess calendly
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📋 Description

  • Monitor inbound SMS and client inquiries; respond with empathy.
  • Proactively check in on clients to ensure satisfaction and progress.
  • Conduct consultative conversations using open-ended questions.
  • Schedule and coordinate phone consultations via Calendly.
  • Capture client interactions and progress notes in CRM.
  • Follow up to retain clients and address barriers.

🎯 Requirements

  • Strong written and verbal communication for SMS and phone interactions.
  • Customer success mindset; guide clients to positive outcomes.
  • Tech proficiency; quick learner with CRMs, telehealth, or scheduling tools.
  • Healthcare/wellness interest; familiarity with telehealth or wellness services.
  • Flexible availability; respond to inbound leads during East Coast hours.
  • Attention to detail; accurate records and data privacy.

🎁 Benefits

  • Impactful engagement guiding clients on wellness journey.
  • Flexible part-time role with quick response times.
  • Growth and training in telehealth-forward environment.
  • Supportive culture with empathy, innovation, and client success.
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