Entry-Level Sales & Practice Success Coordinator

Silversmith Capital Partners; Fort Washington (Montgomery County); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K matching

PTO

Parental leave

Job summary

Upperline Health is seeking a Practice Success Coordinator to help patients enroll in Upperline Plus. The role requires daily in-person presence at partner practices in the Fort Washington, PA region, using an iPad to guide enrollment and answer questions.

Strong customer-service skills, trust-building, and teamwork are essential. Ideal candidates have 2+ years in customer service, comfort with iPads and MS Office, and a patient-centered mindset.

Qualifications

• High school diploma or equivalent.
• 2 years of professional customer service experience.
• Experience in a customer-facing role is a plus.

Responsibilities

• Educates patients about the program and enrollment benefits.
• Explains program benefits during check-in/check-out with clear communication.
• Collaborates with clinic staff to meet enrollment goals and improve workflows.
• Represents Upperline Health’s culture and values with partner practices.

Skills

Customer service

Teamwork

Communication

HIPAA compliance

Empathy

Organization

Education

High school diploma

Tools

Microsoft Office

iPad usage

Job description

A Specialty Path to Good Health

Triage is temporary.

Treatment is transformative.

Upperline Health providers coordinate patients’ care among a team of specialists – physicians, advanced practice providers, care navigators, pharmacists, dieticians, and social workers for integrated treatment that addresses patients’ immediate and long-term health needs.

We put patients at the center of value-based care.

Position Summary

The Practice Success Coordinator helps patients understand and enroll in Upperline Plus, our program designed to make healthcare easier and more personalized for people with chronic conditions. This position engages directly with patients to explain program benefits, answer questions, and guide them through the enrollment process using an iPad.

This role is ideal for someone who enjoys daily patient interaction and teamwork in an in-person clinical setting. Candidates with customer service experience often succeed in this position because of their ability to build trust, communicate clearly, and create positive experiences.

This position requires daily in-person presence at partner practices in the assigned region. This position is open to applicants residing in Fort Washington, PA.

Key Responsibilities

Patient Education and Enrollment

• Educates patients on how the program can support their car
• Quickly and clearly communicates the benefits of Upperline Plus to patients during the check-in or check-out process
• Builds trust through friendly, helpful conversations

Clinic Collaboration and Workflow

• Works alongside clinic staff to keep enrollment goals on track
• Collaborates with clinic staff to develop and refine workflows that support patient enrollment
• Works with clinic staff to identify issues and develop actionable solutions
• Represents and promotes Upperline’s culture and values with partner practices

Key Competencies

• Clearly explains the Upperline Plus program and builds trust with patients and clinic staff
• Communicates with warmth, empathy, and clarity in face-to-face conversations
• Works well on a team, follows through on tasks, and asks for help when issues arise
• Takes ownership of goals and works steadily toward meeting them
• Stays organized and presents information in a clear, simple way
• Feels comfortable using iPads and basic computer programs such as Microsoft Office
• Handles sensitive and confidential information appropriately and follows HIPAA guidelines

Minimum Qualifications

• High school diploma or equivalent
• Two (2) years of professional experience in customer service roles

Preferred Qualifications

• Experience in a customer-facing role such as retail, hospitality, or call centers
• Is motivated by results and by making a real difference in people’s lives
• Experience working with older adults or a geriatric population

Benefits

Comprehensive benefit options include medical, dental and vision, 401K (matching), PTO and parental leave.

Compensation

Compensation is commensurate to compensation for similar positions in the region and based on prior training and experience.

Job Type: Full-time