Patient Engagement Specialist - Inside HealthCare Sales

Healthflex; Oakland (CA); On-site; USD 50,000 - 80,000; Full time

Job summary

HealthFlex is seeking an Inside Sales professional to join a mission-driven team delivering home health and hospice services. You will leverage internal systems to re-service past patients, convert opportunities, and support timely patient starts of care.

You will work with Cortex, CarePort, and CRM to identify missed conversions, coordinate follow-ups, and collaborate with clinical leadership to ensure smooth onboarding and high patient engagement.

Qualifications

• 1 year of business development, marketing or similar environment preferred.
• Customer service experience in medical setting preferred.
• Strong organizational skills and attention to detail.

Responsibilities

• Monitor internal databases to identify missed conversions and re-engagement opportunities.
• Coordinate follow-up, verify eligibility, and initiate next steps for potential admissions.
• Collaborate with Community Liaison, Intake Coordinators, Care Coordinators and Leadership to ensure onboarding.
• Assist with administrative tasks: documentation, CRM updates, data entry, calls related to referrals and follow-up.
• Support customer service and care resolution by following up on alerts and escalations.
• Maintain accurate records in the CRM and generate reports as needed.
• Assist with community outreach, event support and field team materials.

Skills

CRM

Communication skills

Google Suite

Customer service

Tools

Cortex

CarePort

CRM

Job description

About HealthFlex

Looking to make a difference? Join a team founded by nurses, where empathy is our driving force. At our agency, we believe healing happens best in the comfort of home, allowing patients and their families to cherish their time together. As one of the nation's largest privately owned agencies, we're dedicated to serving communities across the San Francisco Bay Area, North Bay, Central Valley, and the Greater Sacramento Area.

Role Summary

Are you looking to break into healthcare sales and grow with a mission-driven team? This inside sales role offers the perfect launchpad. You’ll work alongside a dynamic Business Development team, gaining hands‑on experience to help ensure patients receive timely and appropriate home health and hospice services.

Rather than focusing solely on external relationship building, this role centers on leveraging internal systems and data to re‑service past patients and convert non‑admissions into successful starts of care. You’ll work with internal systems to identify missed and new opportunities; and take proactive steps toward re‑engagement. You’ll play a vital role in helping patients access the care they need while supporting HealthFlex’s mission to deliver exceptional, compassionate care throughout the communities we serve.

Key Responsibilities

• Actively monitor internal databases such as Cortex, CarePort, and the Non‑Admit Log throughout the day to identify missed conversions and re‑engagement opportunities.
• Take immediate action on leads by coordinating follow‑up, verifying eligibility, and initiating appropriate next steps for potential admissions.
• Collaborate with Community Liaison (AKA Field Marketers), Intake Coordinators, Care Coordinators, and Clinical Leadership to ensure timely re‑engagement and seamless patient onboarding.
• Assist the Community Liaison team with supportive administrative tasks, including; Documentation collection and review, CRM updates and data entry, Inbound and outbound calls related to patient referrals and follow‑up
• Support customer service and care resolution by following up on Cortex alerts and internal service escalations.
• Maintain clean and current records of all activity in the CRM system; pull data and generate reports as needed.
• Participate in community outreach and event support, including setup, engagement, and breakdown as needed.
• Assist with managing marketing inventory, including ordering and restocking materials for the field team.
• Achieve performance goals, including referral conversions and patient engagement metrics.

Acknowledgements and Awards

• 8 time winner of “Best & Brightest Places to Work”
• 6 time winner of “Inc 5000 Fast Growing Companies”
• Winner of “Better Business Bureau Torch Award”
• 4.6 Star Glassdoor Rating
• 5 Star Medicare Quality Rating

Don't just take it from us, check out what others are saying about their experience at HealthFlex and visit Glassdoor, our reviews speak for themselves! To get a taste of our fun and supportive culture visit Facebook and LinkedIn.

Requirements

• One (1) year experience in a business development, marketing or similar environment desired
• Customer service experience in a medical setting is strongly preferred.
• Strong organizational skills, attention to detail and proficiency in CRM systems.
• Excellent written and verbal communication skills.
• Proficiency in Google Suite and other relevant software.

HealthFlex is an Equal Opportunity Employer. It is HealthFlex’s policy to provide equal employment opportunities for all employees and job applicants. It is our intent to maintain a work environment which is free of harassment, discrimination, or retaliation because of age, race, religion, creed, color, national origin, ancestry, citizenship status, physical disability, mental disability, medical condition, genetic information, marital or domestic partner or relationship status, family or parental status, sex (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, sexual orientation, military or veteran status, height, weight, place of birth ,or any other status protected by federal, state, or local law.