Business Development Client Relations Specialist

Charles W Moniak, MD, Inc; Newport Beach (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Employee discounts

Job summary

Charles W Moniak, MD, Inc. is seeking a Business Development & Client Relations Specialist in Newport Beach, CA. The role focuses on growing a physician-led integrative medicine practice by building relationships with patients, partners, and the community.

Strong communication and healthcare familiarity are valued as you educate clients through onboarding and engagement. The ideal candidate thrives in a startup environment, manages multiple priorities, and contributes to marketing initiatives

Qualifications

• Interest in business development, sales, client relations or related role with healthcare familiarity preferred.
• Exceptional interpersonal and communication skills with ability to build trust and relationships.
• Passion for health and wellness; ability to educate prospects about services.

Responsibilities

• Identify and pursue new business development opportunities to grow patient base and referral network.
• Serve as primary contact for prospective patients, educating them about services and guiding onboarding.
• Build relationships with providers and partners to expand referrals and brand awareness.
• Develop and execute outreach strategies including events, networking, and presentations.
• Collaborate with staff to align business development with practice goals and patient care standards.
• Track and report on business development metrics and CRM activity.
• Represent the practice at industry events and community engagements.
• Assist with marketing initiatives and growth projects.

Skills

Business development

Client relations

Sales

Healthcare experience

Communication

Education

Business/Marketing degree preferred

Tools

CRM software

GoHighLevel

Job description

Benefits:

• Health insurance
• Paid time off
• Employee discounts

About the Role:

We are a physician-led functional and integrative medicine practice dedicated to helping patients achieve optimal health through personalized, root-cause care.

We are looking for a driven and personable Business Development & Client Relations Specialist to join our team in Newport Beach, CA. This is an exciting opportunity to play a key role in growing a respected medical practice by building meaningful relationships and expanding our reach in the community. If you thrive at the intersection of healthcare and business, we want to hear from you.

Responsibilities:

• Identify and pursue new business development opportunities to grow the practice's patient base and referral network
• Serve as the primary point of contact for prospective patients, educating them about the practice's physician-led integrative and functional medicine services while guiding them through the onboarding process
• Build and maintain strong relationships with providers, strategic partners, and patient liaisons to expand referral opportunities and increase brand awareness
• Develop and execute outreach strategies including community events, networking, and professional presentations
• Collaborate with internal staff to align business development efforts with practice goals and patient care standards
• Track and report on business development metrics, pipeline activity, and relationship management outcomes
• Represent the practice professionally at industry events, conferences, and community engagements
• Assist with marketing initiatives, patient education campaigns, and strategic growth projects that support the continued expansion of the practice
• Track leads, referrals, outreach activities, and conversion metrics using the practice's CRM, maintaining accurate records and identifying opportunities for improvement
• Proactively identify new opportunities, recommend process improvements, and willingly take ownership of special projects in a fast-paced startup environment where flexibility, initiative, and problem-solving are highly valued

About the Role

This position is ideal for someone who thrives in an entrepreneurial environment and enjoys helping build a growing start up wellness practice. The successful candidate is self-motivated, personable, detail-oriented, and comfortable wearing many hats. They are excited to learn, take initiative with minimal direction, build meaningful relationships, and contribute to both the strategic growth and day-to-day success of the practice.

Requirements:

• An interest in business development, sales, client relations, customer success, or a similar relationship-focused role; experience in healthcare, wellness, medical aesthetics, concierge medicine, or other service-based industries is preferred; a demonstrated record of leadership will be considered
• Exceptional interpersonal, communication, and active listening skills with the ability to build trust and develop long-term relationships
• A genuine passion for health, wellness, and helping others improve their quality of life
• Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities in a fast-paced environment
• Self-motivated, resourceful, and comfortable working independently while taking initiative with minimal direction
• Proven ability to identify opportunities, overcome challenges, and follow through to achieve individual and team goals
• Comfortable educating prospective clients, answering questions, and guiding them through a consultative sales process
• Ability to adapt and learn quickly, embrace change, and confidently take on new responsibilities and special projects as the practice grows
• Proficient with CRM software, Microsoft Office, and other business technology platforms; experience with GoHighLevel or similar CRM systems is a plus
• Understanding of HIPAA and patient confidentiality requirements, or the ability to quickly learn and adhere to healthcare privacy standards
• Degree in Business, Marketing, Communications, Healthcare Administration, or a related field is preferred but not required. Relevant experience and a demonstrated record of success or passionate interest will be strongly considered in lieu of a degree

About Us:

We are a growing, physician-led wellness practice dedicated to helping individuals achieve optimal health through personalized, evidence-informed care. Our approach focuses on identifying and addressing the root causes of health concerns while supporting long-term wellness, prevention, and longevity.

We are passionate about creating an exceptional experience for every client through education, compassion, and meaningful relationships. As a growing startup, we value innovation, collaboration, and team members who are eager to take initiative, embrace new challenges, and contribute to building the practice.