Sales Specialist - Patient Support Coordinator (Remote, Telehealth)

Shapely; Los Angeles (CA); Remote; USD 52,000 - 78,000; Full time

Job summary

Shapely is transforming weight loss care with a physician-led model and telehealth delivery. As a Sales Specialist, you will be the first voice prospective patients hear, guiding them through our program, answering questions about eligibility and cost, and scheduling their initial appointment.

You will manage a pipeline of leads in the CRM, strive to exceed outbound and conversion targets, and coordinate with the Prior Authorization and Concierge teams to ensure a smooth handoff once a patient

Qualifications

• Previous experience in a sales, telesales or outbound call role with a track record of meeting conversion targets.
• Comfortable educating prospects on insurance eligibility and medication coverage basics.
• Persuasive, consultative communication style that builds trust over the phone.
• Resilient and self-motivated in a high-volume outbound pipeline.
• Experience in healthcare or telehealth environments preferred.

Responsibilities

• Calling and following up with prospective patients who expressed interest.
• Educating prospects on our program, physician-led model, and how GLP-1/GIP weight loss medications work.
• Explaining insurance eligibility basics and general coverage considerations.
• Guiding leads through enrollment and scheduling their initial appointment.
• Managing a pipeline of leads in the CRM, tracking follow-ups and conversion status.
• Meeting or exceeding targets for outbound calls, conversions, and scheduled appointments.
• Cross-team coordination with Prior Authorization and Concierge teams to ensure a smooth handoff after enrollment.

Skills

Sales experience

Outbound calling

Communication

Customer service

English proficiency

Tools

Zoom Phone

CRM

EHR

Job description

Sales Specialist - Patient Support Coordinator (Remote, Telehealth)

Shapely is transforming the weight loss industry through an innovative physician-led approach that makes weight loss care affordable for everyone. With evidence-based care, industry-leading support, and a seamless integrated app, we're pioneering a new approach toweight loss that helps patients achieve long-lasting, sustainable weight loss. We're steadfast in our mission to help millions of Americans along their weight loss journey. Join us in shaping a company that will help improve the most important thing in all of our lives: our health.

Job Description

This is a remote position.

As a Sales Specialist at Shapely, you will be the first voice many prospective patients hear. You will guide interested leads through understanding our program, address their questions about eligibility and cost, and convert their interest into a scheduled appointment. Your primary responsibilities will include:

Calling and following up with prospective patients who have expressed interest in Shapely.

Educating prospective patients on our program, physician-led model, and how GLP-1/GIP weight loss medications work.

Explaining insurance eligibility basics and general coverage considerations for weight loss medications to set accurate expectations.

Guiding leads through enrollment and scheduling their initial appointment.

Managing a pipeline of leads in the CRM, tracking follow-ups and conversion status.

Meeting or exceeding targets for outbound calls, conversions, and scheduled appointments.

Following up with warm leads who have not yet enrolled to re-engage and answer outstanding questions.

3. Cross-Team Coordination

Partnering with the Prior Authorization and Concierge teams to ensure a smooth handoff once a patient enrolls.

Relaying common objections, questions, or friction points to leadership to help refine messaging and process.

Requirements

Previous experience in a sales, telesales, or outbound call role, with a track record of meeting conversion targets.

Comfortable educating prospects on insurance eligibility and medication coverage basics.

Persuasive, consultative communication style that builds trust quickly over the phone.

Resilient and self-motivated when working through a high-volume outbound pipeline.

Previous experience in a similar role, preferably in a healthcare or telehealth environment.

Technologically proficient. We will train you on software including Zoom Phone and our CRM platform, as well as our EHR.

Friendly and approachable with exceptional customer service skills.

Quick learner, able to grasp the nuances of our business to be successful in the role.

Knowledge of HIPAA, PHI, and patient privacy (training also provided).

Exceptional command of English, written and verbal.

Exceptional communication skills and the ability to empathetically engage with patients.

Strong organizational and problem-solving abilities.

Great team player

A passion for health and wellness and a commitment to Shapely's mission.

Ability to work in the Los Angeles time zone.

Operation Hours ( Pacific Standard Time )

Monday to Sunday, 4 shifts ( 6 am - 3 pm, 7 am - 4 pm, 8 am - 5 pm, 9 am - 6pm)

Saturday ( 8 am - 5 pm) (2 rotating assigned Coordinators)

* You are expected to work 40 hours/ week with an occasional Saturday shift.