Patient Acquisition Specialist (Plano, TX)

Cedent; Plano (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

A healthcare provider in Plano, TX is seeking a Patient Acquisition Specialist to manage inquiries and guide new patients through the onboarding process. The role involves conducting consultations, responding to live chats, and maintaining accurate documentation. The ideal candidate should have a high school diploma and experience in patient coordination or customer service. Strong communication skills and ability to build trust with patients is essential. This position offers a supportive working environment to help convert leads into new patients.

Qualifications

• Experience in the healthcare industry and patient care is preferred.
• Ability to explain complex medical services in a clear way.
• Highly organized with strong attention to detail.

Responsibilities

• Guide new patients through the onboarding process.
• Monitor and respond to live chat questions.
• Collect and organize leads from contact forms.
• Conduct consultations to assess needs.
• Provide excellent customer service.

Skills

Communication skills

Multitasking

Self-motivated

Customer service

Sales experience

Education

High school diploma or GED

Tools

HubSpot

Job description

Patient Acquisition Specialist (Plano, TX)

We are looking for a Patient Acquisition Specialist to manage incoming inquiries, engage with potential patients, and guide them through the onboarding process. This role is essential in converting leads into new patients by providing clear, informative consultations (without medical advice) and ensuring a smooth transition into treatment. The ideal candidate is self‑motivated, tech‑savvy, and thrives in a collaborative environment.

Responsibilities

• Guide new patients through the onboarding process, ensuring all necessary forms and requirements are completed.
• Monitor and respond to live chat questions on the website.
• Collect and organize leads from contact forms using HubSpot (proficiency is a plus)
• Maintain accurate documentation per medical and regulatory guidelines.
• Follow up with potential patients to educate them on clinic services and treatment options.
• Conduct 15-20 minute consultations with prospective patients to assess needs and answer questions.
• Maintain accurate records of patient interactions and lead conversions in HubSpot.
• Collaborate with the team to ensure a seamless handoff from lead to active patient.
• Demonstrate professionalism, a sense of urgency, and self‑motivation to achieve the required metrics.
• Provide excellent customer service and build strong relationships with prospective and current patients

Qualifications

• High school diploma or GED preferred.
• Healthcare industry and patient care experience preferred.
• Ability to communicate information and ideas efficiently and accurately.
• Ability to multitask and adapt to a fast‑paced environment.
• Experience in sales, patient coordination, or customer service (preferably in a medical or wellness setting).
• Proficiency in HubSpot or similar CRM software is a plus.
• Strong communication skills and the ability to build trust with potential patients.
• Ability to explain complex medical services in a clear and engaging way without giving medical advice.
• Self‑motivated, goal‑oriented, and able to work both independently and as part of a team.
• Highly organized with attention to detail.