Enrollment Specialist - Patient Support Team (FT)

Sanctuary Functional Medicine; Franklin (TN); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Paid Time Off

Health, Dental and Vision Insurance

401(k) Retirement Plan

Job summary

Sanctuary Functional Medicine is seeking an Enrollment Associate to drive the end-to-end lead-to-enrollment process. You will manage inquiries, educate potential patients, and guide them through enrollment, while coordinating with clinical staff to ensure a seamless transition into ongoing care.

The role requires targeting enrollment goals, strong communication, and comfort with CRM systems in a hybrid work setting combining remote and in-office days.

Qualifications

• Previous sales or customer service experience with a track record of hitting targets.
• Comfortable managing a high volume of leads across multiple stages.
• Ability to explain complex concepts clearly and persuasively.

Responsibilities

• Own Your Pipeline: manage inquiries in CRM; log, categorize, and follow up.
• Initial Contact: assess needs and educate on program benefits and costs.
• Program Enrollment: match to programs and guide through enrollment; track conversion.
• Hit Enrollment Targets: work toward monthly goals and optimize follow-up.
• Coordinate Care: schedule initial appointments and collect forms for handoff.
• Collaboration: work with clinical staff for smooth transition into ongoing care.

Skills

Goal-driven

Detail-oriented

Systems thinking

Communication skills

Tech-savvy

Tools

CRM software

Active Campaign

Microsoft Office

Job description

Enrollment Associate - Patient Enrollment Team- Full Time.

Position Overview:

As a key member of our team, you will be the first point of contact for individuals interested in our functional medicine services. This role is built for someone who thrives on hitting targets and managing a pipeline with precision — you'll own the full lead-to-enrollment process, tracking every inquiry from first contact through active patient status. You'll educate potential patients on how our programs can help them recover from chronic illness, achieve their goals in our wellness program, or join our primary care program, all while working toward clear enrollment and conversion goals alongside a passionate, supportive team.

What You'll Do:

• Own Your Pipeline: Manage incoming inquiries (phone, email, online forms, word-of-mouth) in our CRM, keeping every lead accurately logged, categorized, and moving through a defined follow-up cadence.


• Initial Contact: Reach out to potential patients promptly, assess their needs, and provide clear, structured education about how our programs can support their health goals.


• Program Enrollment: Match potential patients to the right program, clearly explain benefits and costs, and guide them through enrollment — tracking conversion from inquiry to enrolled patient.


• Hit Enrollment Targets: Work toward monthly enrollment goals, using CRM data to identify where leads are stalling and adjust your follow-up approach accordingly.


• Coordinate Care: Once enrolled, handle the administrative details precisely — scheduling initial appointments, collecting required forms, and confirming every step is complete before handoff.


• Collaboration: Work closely with clinical staff to ensure a seamless, well-documented transition into ongoing care.


• Hybrid Work: Enjoy a hybrid work schedule, with a combination of remote and in-office days, along with meetings with the Enrollment Team and other SFM team members, monthly or quarterly in-person meetings with the whole staff.

What We're Looking For:

• Goal-Driven, Detail-Oriented Track Record: Previous sales or customer service experience with a demonstrated history of hitting targets — you track your own numbers, notice trends before they're pointed out to you, and don't let a lead go cold.


• Passion for Wellness: A genuine desire to help others heal and improve their lives through functional medicine.


• Systems Thinking: Comfortable managing a high volume of leads across multiple stages at once without letting details slip — you build your own follow-up systems rather than waiting to be told what's next.


• Communication Skills: Strong verbal and written communication, with the ability to explain complex concepts clearly and persuasively.


• Tech-Savvy: Comfortable using CRM software (experience with Active Campaign is a plus), email, Microsoft, and other online communication tools.

Position Details:

• Hours: Full-Time.


• Work Environment: Hybrid, with a mix of remote and in-office work.


• Start Date: TBD

Compensation & Benefits:

• Paid Time Off.


• Health, Dental and Vision Insurance.


• 401 (k) Retirement Plan.

About Sanctuary Functional Medicine:

At Sanctuary Functional Medicine (SFM), our mission is simple: to help those suffering from chronic illness reclaim their health and live healthier more abundant lives. We use a root-cause approach to healing that blends the best of natural and conventional medicine, providing tailored care that restores balance to our patients' bodies and minds.

Why Work with Us?

At Sanctuary Functional Medicine, you'll be part of a growing team dedicated to making a real difference in people's lives. Each day, you'll see the impact of your work in helping patients overcome chronic illnesses and return to a life of health and vitality. This is an exciting opportunity to grow within an innovative and compassionate practice, with the potential to expand your role as we continue to build our institute and explore new modalities.

Equal Opportunity Employer:

We value diversity and are an equal opportunity employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.