About the role
Key Responsibilities
Follow approved call scripts and sales processes.
Conduct outbound/indbound calls per day to prospective patients, referral partners, or targeted leads.
Introduce clinic services and assess prospect interest and eligibility.
Schedule consultations, assessments, or treatment appointments for qualified prospects.
Coordinate appointment availability with the clinic's scheduling system.
Confirm bookings and provide patients with appointment details
Gather and verify prospect information.
Identify qualified leads based on clinic criteria.
Update lead status and notes accurately in the CRM system.
Conduct follow-up calls, voicemails, SMS, or emails as required.
Re-engage inactive or undecided leads.
Maintain consistent communication to maximize appointment conversion rates.
Required Skills & Qualifications
Excellent verbal communication, interpersonal, and customer service skills.
Proven experience in outbound calling, telemarketing, sales, lead generation, or appointment setting.
Minimum 6 months to 1 year of experience in a healthcare account, medical clinic, or healthcare-related customer service environment.
Strong ability to build rapport, handle objections, and convert prospects into booked appointments.
Experience using CRM and EMR systems for lead management and patient scheduling.
Proficiency with HubSpot, MS Teams EMR, and HyperConnect.
Strong organizational skills with exceptional attention to detail and data accuracy.
Ability to work independently, manage high call volumes, and consistently achieve performance targets.