A virtual pediatric healthcare provider specializing in multispecialty ADHD care is looking for a Bilingual Phone Representative to onboard prospective patients and schedule their first appointments over the phone.
The practice delivers clinician-led, guideline-based care through a collaborative team of medical and behavioral specialists, and is standing up a brand-new concierge function — making this the first hire on an emerging patient-experience team with a clear path toward future leadership.
Day-to-day, the role handles inbound and outbound calls to prospective families, guides them through onboarding, explains complex billing and insurance information, navigates objections and difficult conversations, and ensures patients complete post-call steps such as consent forms and diagnostic uploads. The representative also acts as liaison between families and providers and surfaces technical issues to product and engineering. Success means a smooth onboarding experience, consistently met scheduling and sales targets, and reliable feedback loops across teams.
Core Responsibilities
Client Relationship Management & Strategic Partnership (35%)
- Establish and maintain strong relationships with assigned clients, becoming their trusted point of contact
- Understand clients' business goals, challenges, and needs through regular discovery and consultation
- Act as strategic partner offering proactive solutions aligned with client objectives
- Communicate regularly with clients via email, phone, video conferences, and other channels
- Provide guidance on how clients can best utilize solutions to meet their specific needs
- Build rapport and ensure clients feel valued, supported, and heard throughout their journey
- Handle incoming inquiries, support tickets, and scheduling requests promptly and professionally
Client Onboarding & Product Adoption (30%)
- Assist new clients during onboarding, ensuring smooth implementation and setup
- Provide e
📌 Bilingual Phone Representative (México)
🏢 Pearl
📍 México
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