
Health Transformation Program Coordinator
1 day ago
We are seeking a Client Engagement Specialist to join our growing team. This role involves being the primary point of contact for potential and existing clients, ensuring their journey from inquiry to enrollment is smooth, informed, and memorable.
This specialist will be responsible for interacting with inbound leads, providing clear information about our health transformation programs, and guiding new leads through the enrollment process. Additionally, they will maintain client data using our CRM tools and systems, support clients with after-enrollment needs, and assist in community engagement initiatives.
Key Responsibilities:- Engage with inbound leads via phone calls, messages, emails, and social media DMs with prompt and accurate responses.
- Provide clear and concise information about our health transformation programs.
- Guide new leads through the enrollment and re-enrollment process while coordinating with the internal coaching team for smooth onboarding.
- Maintain, manage, and update client data using our CRM tools and systems.
- Support clients with after-enrollment needs, escalate concerns when needed, and ensure timely resolution.
- Coordinate with different internal teams to keep clients updated on any unforeseen delays or process changes.
- Assist in community engagement and promotional initiatives when required.
- Conduct data analysis and feedback collection to improve client experience and retention.
- Strong communication skills (written and verbal) with a consultative and empathetic tone
- Ability to multitask and stay composed in a fast-paced, high-interaction environment
- Good organizational and time-management skills
- Customer-first mindset with a problem-solving attitude
- Willingness to take ownership and deliver results
- Comfort with CRM tools, Excel, and data handling
- Interest in fitness and wellness will be an added bonus
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