**Job Title**
**Digital Patient Success Coordinator**
**About the Role**:
We’re seeking a **part-time Customer Success Coordinator** to provide supportive, high-touch engagement to prospective and existing clients—primarily via SMS and scheduled phone consultations. This role goes beyond standard call center work, focusing on **relationship-building** and personalized guidance to ensure each individual progresses smoothly on their health journey.
You’ll operate on a **flexible, on-call** schedule, ready to respond quickly when leads or existing clients reach out. During slower periods, you won’t be actively engaging, but must remain available to support new inquiries or follow-ups. If you thrive on **customer success**, enjoy leveraging tech tools, and are comfortable discussing **health and wellness** in a consultative way, we’d love to have you on board.
**Key Responsibilities**:
- ** Inbound & Ongoing Support**
- Monitor incoming SMS inquiries and existing client communications, responding promptly with empathy and clarity.
- ** Customer Success Outreach**
- Proactively check in on clients to ensure they’re satisfied, aware of next steps, and achieving their wellness goals.
- ** Consultative Conversations**
- Use open-ended questions to understand concerns, goals, and past treatments, providing personalized guidance or resources.
- ** Scheduling & Coordination**
- Manage phone consultations via Calendly (or similar tools) for clients who prefer deeper, real-time discussions.
- ** Data Capture & Documentation**
- Accurately record client interactions and progress notes in our CRM and scheduling platforms
- **Follow-Up & Retention**
- Support ongoing client engagement by offering additional resources, nudging them to schedule appointments, and addressing any barriers to success.




- ** Continuous Improvement**
- Collaborate with the team to refine onboarding, support, and retention processes based on client feedback and outcomes.
**Qualifications**:
- ** Strong Communication Skills**: Exceptional written and verbal communication for SMS-based and phone interactions.
- ** Customer Success Mindset**: Passion for guiding clients toward successful outcomes, resolving concerns, and celebrating progress.
- ** Tech Proficiency**: Comfortable learning new tools; experience with CRMs, telehealth, or scheduling software is helpful.
- ** Excel Familiarity**: Capable of setting up basic tracking sheets or running simple data reports.
- ** Healthcare/Wellness Interest**: Familiarity with medical or wellness services (telehealth, physical therapy, chiropractic, concierge medicine) is a plus.
- ** Flexible Availability**: Must be able to respond quickly to inbound leads and client messages throughout the day (East Coast business hours, ~16:00-24:00 GMT).
- ** Attention to Detail**: Consistently accurate in updating records, maintaining privacy standards, and following up on next steps.
**Working Conditions**:
- ** Location**: Remote, part-time position.
- ** Hours**: Versátil schedule with on-call responsiveness.
- ** Compensation**: Competitive part-time base salary.
**Why Join Us**:
- ** Impactful Engagement**: Go beyond transactional interactions to truly guide and support clients on their wellness journey.
- ** Flexible Work Style**: Enjoy a part-time role that allows for personal flexibility while maintaining rapid response times.
- ** Growth & Training**: Learn in-demand tools and customer success strategies in a telehealth-forward environment.
- ** Supportive Culture**: Collaborate with a dedicated team that values empathy, innovation, and a commitment to client success.

📌 Customer Success Coordinator (México)
🏢 Growth Troops
📍 México