Remoto: Teletrabajo

Enrollment Specialist - Inside Sales, Healthcare FinancingAbout United CreditUnited Credit helps healthcare providers grow their practices by making patient financing simple.Unlike single-lender financing companies, United Credit gives providers access to multiple financing options through one application, helping more patients get approved while allowing providers to offer financing that fits a wider range of credit profiles. Our merchant partners rely on us not just for financing, but for responsive service, industry expertise, and a true partnership focused on helping their businesses grow.We're a fast-moving, entrepreneurial company where ideas become action quickly. We value accountability, collaboration, and people who take ownership of their work. If you're someone who enjoys solving problems, building relationships, and making a measurable impact every day, you'll fit right in.Position SummaryThe Enrollment Specialist is responsible for generating new merchant enrollments by engaging healthcare providers, qualifying opportunities, guiding practices through the enrollment process, and creating a seamless onboarding experience. Reporting to the Sales Manager, this role serves as the first impression of United Credit and plays a critical role in growing our provider network. This is a high-activity, performance-driven inside sales role focused primarily on new enrollments, with a secondary responsibility of reactivating assigned accounts.Essential Responsibilities● Own the entire enrollment pipeline from initial outreach through underwriting approval.● Work consumer-sourced leads where a patient has inquired about financing through United Credit but their provider is not yet enrolled: proactively contact the provider by phone and email, let them know a patient is actively seeking financing, and pitch enrollment in the United Credit platform.● Make outbound calls daily and respond to inbound leads in a timely manner, maintaining high speed-to-lead standards since providers can choose a competitor within minutes.● Focus on reaching decision-makers (owners, office managers, providers)



and qualify opportunities through meaningful conversations that lead to next steps.● Consistently overcome objections from providers currently using competitors such as Cherry, CareCredit, Proceed Finance, and HFD.● Guide providers step-by-step through the enrollment process, including sending the digital enrollment link and clearly communicating required documents (driver's license, proof of banking, 3 months of bank statements, and medical/business license).● Ensure all documentation is accurate and complete, then submit applications and move accounts to underwriting for approval.● Create urgency around provider onboarding to reduce enrollment cycle time.● Set qualified appointments for Business Development Managers, confirm attendance, and position calls as valuable (training, growth, increased approvals).● Complete 5-10 meaningful follow-ups daily on incomplete enrollments, missing documents, and no-response prospects, maintaining persistence without being pushy.● Collaborate closely with Business Development Managers to ensure a seamless transition after activation.● Contact assigned accounts to reintroduce United Credit, highlight program improvements, and encourage submission of new applications.● Log all activity in Salesforce with detailed notes and next steps, and keep a clean, prioritized pipeline while managing multiple accounts simultaneously.● Set and meet weekly and monthly enrollment and appointment targets, contributing to overall loan volume growth.● Perform other duties as assigned.Performance Metrics (KPIs)● Calls: 50+ daily● Talk Time: 2+ hours daily (live conversations only; voicemail/hold time does not count)● Live Conversations: 8-12 per day● Appointments Set: 2-4 daily, 10-20 per week● Follow-Ups:



5-10 daily● New merchant enrollments and enrollment cycle time● Enrollment-to-activation conversion rateWhat Success Looks Like● You build trusted relationships with healthcare providers.● You move quickly and follow through on commitments.● You solve problems rather than waiting for direction.● You use data to prioritize your day and keep your pipeline moving.● You consistently meet or exceed activity and performance goals.● You contribute ideas that improve the merchant experience.Required Skills● Strong phone presence with the ability to drive high call volume and meaningful talk time.● Consultative, relationship-driven sales approach rather than a transactional one; comfort with solution selling.● Excellent follow-up discipline and a sense of urgency, given how quickly providers can choose a competing financing option.● Ability to manage and prioritize a multi-account sales pipeline independently.● Comfort working in Salesforce or a comparable CRM.● Strong organizational skills and attention to detail with documentation.● Coachable, consistent, and self-motivated, even on slow days.● Healthcare sales, medical sales, or patient financing experience is a strong plus.Required Equipment & Work Environment● A reliable, fully functional computer capable of supporting daily business applications and video conferencing.● High-speed, stable internet connection suitable for uninterrupted voice and video communications.● A dedicated, quiet workspace where you can work remotely without interruptions or excessive background noise during business hours.● A professional work environment that allows you to conduct phone and video conversations clearly and confidentially.● Ability to maintain a consistent and reliable remote work setup throughout scheduled working hours.Work Location & Hours● Fully remote position open to Mexico candidates.● Full-time.United Credit is an Equal Employment Opportunity Employer. It is the policy of United Credit to provide all persons with equal employment and educational opportunities without regard to race, ethnicity, national origin, gender, age, disability, medical condition, marital status, religion or similar factors as defined by law.

📌 Enrollment Specialist (México)
🏢 United Credit
📍 México