Healthcare Front Desk & Client Specialist

Functional Medicine of Idaho; Eagle (ID); On-site; USD 38,000 - 55,000; Full time

Benefits offered by this job

401k with employer match

Dental Insurance

Employee Assistance Program

Health Insurance

Life Insurance

Vision Insurance

Paid Time Off

Wellness discounts

Job summary

Functional Medicine of Idaho is seeking a Client Specialist to deliver personalized, compassionate care from intake through ongoing communication. You will greet clients, coordinate scheduling, manage reminders, and support clinical staff to ensure a smooth patient journey.

You will also assist inside sales of client packages, track targets, and uphold brand standards while using EMR and CRM tools to streamline operations and enhance patient experience.

Qualifications

• High School Diploma required.
• Proven experience in a sales-related industry, preferably healthcare.
• Hands-on experience with CRM software and Google Drive.
• Strong understanding of the sales administration process.
• Excellent verbal and written communication skills, with the ability to engage effectively with internal and external clients.
• Strong analytical and organizational skills.
• Ability to work independently, manage multiple tasks efficiently, and complete assignments within set parameters.

Responsibilities

• Greet and direct clients, ensuring a welcoming and efficient intake process.
• Schedule and confirm patient appointments, consultations, and follow-ups.
• Make reminder calls for upcoming appointments, classes, and payment deadlines.
• Answer incoming calls, redirect them as necessary, and return voicemails promptly.
• Assist clinical staff with daily tasks, ensuring smooth operations.
• Be flexible to complete tasks and additional responsibilities as requested by your next-level supervisor.
• Manage inside sales of client packages, setting and tracking sales targets.
• Suggest and implement improvements in the sales administration process.
• Report on sales metrics and suggest improvements.
• Ensure brand consistency and sell value to drive sales.
• Review package options with potential clients and explain the provider's recommended program.
• Process credit card payments and handle financial transactions securely.

Skills

Verbal and written communication

Analytical skills

CRM software

Google Drive

EMR systems

Independent work

Education

High School Diploma

Tools

CRM software

Google Drive

EMR systems

Job description

Functional Medicine of Idaho is seeking a Client Specialist to deliver personalized, compassionate care from intake through ongoing communication. You will greet clients, coordinate scheduling, manage reminders, and support clinical staff to ensure a smooth patient journey.

You will also assist inside sales of client packages, track targets, and uphold brand standards while using EMR and CRM tools to streamline operations and enhance patient experience.