Bilingual Patient Sales Coordinator, Spanish-English
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Job Description
Virtual Assistant supporting client engagement and backend operations for a concierge medical practice. Focus on exceptional customer service, relationship-building, and CRM management.
Responsibilities:
- Answer inbound calls with a professional and warm tone
- Follow up with potential clients who did not book appointments
- Re-engage inactive or past clients
- Provide information about services and guide potential clients through next steps
- Support light partnership prospecting
- Build and maintain strong client relationships
- Manage and update CRM (IntakeQ)
- Track leads and ensure timely follow-ups
- Maintain accurate and organized client records
- Support basic sales pipeline organization
- Schedule and coordinate appointments
- Manage calendar and day-to-day scheduling needs
- Handle backend administrative tasks
- Support general operations
- Provide additional executive assistant-style support as trust builds
Requirements:
- Fluent in BOTH Spanish and English (spoken and written)
- Majority of clients are Spanish-speaking
- Must be able to work full-time EST hours consistently
- Strong phone presence and professional communication skills
- Full-time availability only (no part-time applicants)
- Previous experience working as a Virtual Assistant: Preferred
- Strongly Preferred
- Healthcare or medical office experience
- Experience in a concierge or premium service environment
- HIPAA trained or willing to learn
- Sales support experience (client follow-ups and lead nurturing)
- Device: Reliable laptop or desktop computer.
- Internet: High-speed connection (minimum 10 Mbps).
- Audio: Noise-canceling headset.
- Video: Webcam for virtual meetings.
- Workspace: Quiet, professional environment.
Benefits:
- Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
- Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
- HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
- Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
- Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
- Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
- Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
- Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.
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