We Are Passionate About Health

Open Position

Job Title: Patient Enrollment Specialist for Internationally Recognized Functional and Longevity Medicine Telemedicine Clinic

Location: Remote (U.S.-based preferred)

Hours: Part-time Contractor Position (20 to 25 hours/week) to start, with potential to grow

Compensation: $30/hour + % commission on enrollments

Reports To: Medical Director (with dotted-line collaboration with Marketing Lead)

About CCFM

The California Center for Functional Medicine (CCFM) is an internationally recognized telehealth clinic pioneering a personalized approach to health, healing, and longevity. We specialize in supporting individuals with complex, chronic conditions while also guiding those seeking to optimize their healthspan and prevent disease before it starts.

At CCFM, we blend the principles of functional and integrative medicine with advanced diagnostic testing, cutting-edge technology, and evidence-based lifestyle interventions. Our care model leverages tools such as AI, wearables, and data-driven insights to deliver truly individualized, root-cause care.

Whether patients come to us navigating chronic illness or proactively investing in their future wellbeing, we meet them with curiosity, compassion, and innovation. Serving a diverse community across the U.S., CCFM is proud to be at the forefront of personalized medicine and the future of long-term health optimization.

About the Role

We are hiring a highly organized, compassionate, and strategic sales professional to join our team as an Inbound Sales and Patient Enrollment Specialist. This is a hybrid role that blends pipeline management, lead nurturing, and patient relationship building, all through the lens of Demand-Side Sales. You are highly proactive and people oriented, and your job is to help prospective patients identify their needs and guide them toward the right solution, not to push a product.

You will be the first human point of contact for many prospective patients. This is not high-pressure sales. Your role is to create connection, provide clarity, and build confidence. You will support people in making one of the most important decisions of their lives: prioritizing their health.

You will manage our inbound lead flow of approximately 120 to 150 new inquiries per month, many of whom are already interested in working with us. Your responsibility is to nurture, qualify, and convert these leads with skill, care, and consistency.

Note: Due to the sensitive nature of this role, applicants may not work for a direct competitor or any organization offering similar services. Conflicts of interest, especially related to patient lead handling and proprietary data, are strictly prohibited.

Key Responsibilities

Pipeline Management

• Own and manage the full HubSpot sales pipeline from opt-in to discovery call to conversion
• Track and follow up on dormant or stalled leads
• Collaborate with marketing to refine lead scoring and the MQL to SQL handoff
• Ensure consistent follow-up and documentation of every lead

Lead Nurture and Conversion

• Follow up via email, phone, text, or Loom videos to guide prospective patients who downloaded lead magnets, completed quizzes, or requested more information
• Conduct low-pressure exploratory calls to understand needs and recommend next steps and the right starting point (consultation, checkup, or membership).
• Provide personalized resources and touchpoints to reduce friction and increase enrollment
• Record reasons for conversion and non-conversion to improve messaging and funnel performance

HupSpot CRM and Analytics

• Maintain real-time records of pipeline movement, all lead interactions and statuses in HubSpot
• Use automation tools and tagging/custom properties to streamline follow-up, task management, and handoffs to the clinical team
• Monitor key performance indicators such as lead quality, show-up rates and conversion timing
• Surface insights from sales call patterns, keywords, and outcomes
• Deliver regular updates on sales trends and key metrics to the Medical Director, including real-time feedback, strategic recommendations, and areas for potential growth.

Qualifications

Required

• 2 or more years of experience in sales, enrollment, admissions, or a client-facing conversion role
• Proficiency in HubSpot CRM is a MUST, including pipeline, deals, tasks, and automations
• Proficient with tools such as Google Workspace (Docs, Sheets, Slides), email platforms (e.g., Gmail, Front, or similar), and basic tech troubleshooting
• Understanding of functional, integrative, or wellness medicine, or strong interest in the space
• Excellent written and verbal communication skills
• Highly organized, detail-oriented, and able to work independently
• Comfortable with performance tracking and pipeline-driven metrics
• Able to work independently while staying aligned with a small, collaborative team

Bonus

• Experience working in a functional medicine clinic, wellness company, or health tech startup
• Health coach certification or background in behavior change
• Familiarity with the Jobs To Be Done framework or customer journey mapping
• Knowledge of the customer journey from interest to telehealth membership
• Light copywriting experience for outbound messages and follow-ups
• Experience analyzing call recordings or using AI tools to extract sales insights

What Success Looks Like

• Improved discovery call show-up rates through stronger pre-call nurturing
• Increased conversion rates via better follow-up and lead qualification
• No lead is left behind! All leads are documented and tracked appropriately in HubSpot
• You serve as a strategic connector between marketing, operations, and clinical care
• You help refine and improve our sales process over time through data and insight