Wellness Case Manager

NIVA Health; Saint Augustine (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Performance-based bonus

Growth-oriented wellness environment

Collaborative clinic culture

Leadership collaboration

Job summary

NIVA Health in Florida is seeking a patient engagement coordinator to build trust-based relationships with patients, support participation in wellness programs, and guide patients through provider-directed services.

You will coordinate follow-ups and scheduling, help create an elevated patient experience, and track engagement KPIs while working closely with providers and clinic staff in a collaborative, on-site setting.

Qualifications

• Experience in patient engagement, wellness services, or healthcare coordination.
• Strong communication skills and professionalism.
• CRM or scheduling software experience preferred.

Responsibilities

• Build trust-based relationships with patients.
• Support patient engagement and wellness programme participation.
• Guide patients through provider-directed services and next steps.
• Coordinate follow-ups, scheduling, and patient communications.
• Help create a seamless, elevated patient experience.
• Track personal KPIs related to engagement, follow-up activity, and conversion support.
• Support new wellness initiatives and service rollouts within the clinic.
• Work closely with providers and clinic staff in a collaborative environment.

Skills

People skills

Communication

Professional presence

Relationship building

Organization

Attention to detail

Multi-tasking

Calm under pressure

Customer success mindset

Education

High School Diploma

Bachelor’s degree preferred

Job description

What You’ll Be Doing

• Building strong, trust-based relationships with patients
• Supporting patient engagement and wellness programme participation
• Guiding patients through provider-directed services and next steps
• Coordinating follow-ups, scheduling, and patient communications
• Helping create a seamless, elevated patient experience
• Tracking personal KPIs related to engagement, follow-up activity, and conversion support
• Supporting new wellness initiatives and service rollouts within the clinic
• Working closely with providers and clinic staff in a collaborative environment

You’ll Do Well In This Role If You…

• Are naturally personable, energetic, and confident
• Communicate exceptionally well and build rapport easily
• Have a polished and professional presence
• Enjoy helping people while working toward measurable goals
• Are highly organised and proactive with follow-up
• Can manage multiple patient interactions without losing attention to detail
• Thrive in a performance-driven but supportive environment
• Stay calm, solution-focused, and adaptable in fast-moving situations

Ideal Backgrounds

We’d love to hear from candidates with experience in:

• Wellness clinics
• Healthcare coordination
• Concierge medicine
• Patient engagement
• Hospitality or luxury service environments
• Client success or account management
• Sales support or relationship management

Healthcare experience is helpful, but strong communication skills, professionalism, emotional intelligence, and relationship-building ability are equally important.

Education & Experience

• High School Diploma or equivalent required
• Bachelor’s degree preferred but not required
• Experience in patient engagement, wellness services, healthcare coordination, customer success, hospitality, sales support, or account management strongly preferred
• Previous experience in a patient-facing healthcare or wellness environment preferred
• Experience with CRM systems, patient management software, or scheduling platforms preferred
• Demonstrated success in relationship-building and service-oriented environments highly desirable
• Must be available to work full-time on-site within an assigned NIVA Health clinic
• Rotating schedule may include occasional Saturdays, with a weekday off provided during those weeks

What We Offer

• Performance-based bonus opportunity

• High-impact patient-facing role

• Growth-oriented wellness environment

• Collaborative clinic culture

• Opportunity to work closely with leadership and providers

• A company culture built around:
  • Teamwork
  • Resilience
  • Open-Mindedness
  • Ownership
  • Positivity
    Important Notes

• This is a full-time, on-site clinic role

• Rotating schedule may include occasional Saturdays (with a weekday off provided)

• This is a non-clinical role — all medical recommendations and treatment plans are directed by licensed providers

If you’re someone who genuinely enjoys connecting with people, creating exceptional experiences, and being part of a wellness-focused environment where your contribution matters — we’d love to meet you.