Position Overview:
• Handle every new inquiry with clarity, confidence, and strong follow-through.
• Convert inbound calls into scheduled care consults.
• Keep Salesforce organized and accurate.
• Support the sales team with consistent outreach, QA follow-ups, and light marketing tasks.
Responsibilities:
• Answer all inbound service inquiries by phone.
• Communicate service options, rates, strengths, and value confidently.
• Convert callers into scheduled care consults for the team.
• Log every inquiry, call, and follow-up in Salesforce.
• Maintain clean, accurate records in Salesforce and WellSky.
• Complete follow-up calls to prospects to support the consult team.
• Conduct QA calls with current clients to ensure service quality.
• Handle general day-to-day phone communication for the team.
• Coordinate lunch and learns with hospitals and community partners.
• Support marketing efforts by setting appointments and organizing materials.
• Serve as the first point of contact for interested families and referral partners.
• Support the sales team in an SDR-style role focused on consistent activity and pipeline health.
Skills:




• Strong sales background with proven phone-based conversion experience.
• Clear, professional communication in English.
• Confident explaining rates, services, and processes.
• Strong follow-up habits.
• Experience with Salesforce or other CRMs.
• High attention to detail.
• Ability to stay organized across multiple systems (Salesforce, WellSky).
• Professional, empathetic approach with prospects and clients.
• Self-driven with a steady work ethic.
Success in this role looks like:
• Timely response to every inbound inquiry.
• Strong conversion from inquiry to scheduled care consult.
• Clean and accurate CRM data.
• Consistent weekly activity levels.
• Positive feedback from callers and clients.
#Solvo
#LI-Promoted
$1,000 - $1,300 a month
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

📌 Intake And Case Coordinator (México)
🏢 Distro
📍 México