Phone Representative

Work From Anywhere in LATAM

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 education and training on product features, benefits, and best practices
• Conduct product training sessions to ensure clients are proficient in using offerings
• Guide clients through initial setup with clarity about services, procedures, and expectations
• Facilitate enrollment and verify that all documentation is accurate and complete
• Monitor early adoption patterns and provide proactive support during critical first 90 days
• Ensure clients achieve early wins and understand value proposition clearly

Account Growth & Performance Monitoring (20%)

• Monitor and analyze client usage data to identify trends, opportunities, and potential issues
• Identify opportunities for upselling or cross-selling additional products or services
• Collaborate with sales teams to explore potential growth avenues and expansion opportunities
• Track and report key performance metrics related to client success and engagement
• Proactively address underutilization or engagement drops before they lead to churn
• Present business reviews showcasing ROI, usage insights, and recommendations
• Drive account expansion through strategic consultation and value demonstration

Issue Resolution & Cross-Functional Collaboration (10%)

• Act as liaison between clients and internal teams (product, engineering, operations, billing) to resolve issues
• Troubleshoot technical problems and escalate concerns appropriately while maintaining client confidence
• Ensure timely and satisfactory issue resolution to maintain client satisfaction
• Partner with Care Operations, Revenue Operations, and other teams to optimize workflows
• Work cross-functionally to address client needs and remove barriers to success
• Advocate for clients internally, ensuring their voice influences product and process decisions

Documentation, Reporting & Process Improvement (5%)

• Maintain up-to-date client interaction records in CRM and management systems
• Gather client feedback to help improve products, services, and internal processes
• Create and maintain reports on client success metrics and KPIs
• Identify opportunities to improve internal workflows and contribute to operational efficiency
• Support compliance requirements (HIPAA in healthcare contexts) and maintain confidentiality
• Document best practices, success stories, and lessons learned for team knowledge sharing

Requirements

Must-Have

• Proven experience in outbound and inbound phone-based sales or telemarketing
• Native or C1+ Spanish (CEFR) and C1+ English (CEFR) for bilingual, patient-facing communication
• Hands-on experience with CRM or sales software (Salesforce, HubSpot, or comparable)
• Experience with telephony or customer service platforms (Zendesk or equivalent)
• Demonstrated track record of meeting or exceeding individual sales or call-volume targets
• Experience clearly explaining billing, insurance, or other complex financial information to customers
• Proficiency with Google Workspace and Slack

Nice-to-Have

• Experience in healthcare, telehealth, or a patient-facing clinical environment
• Familiarity with patient onboarding, appointment scheduling, or insurance verification workflows
• Exposure to consent-form handling or medical documentation collection
• Experience as an early hire on a newly formed or scaling team

• Competitive Salary: Based on experience and skills

• Remote Work: Fully remote—work from anywhere
• Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
• Generous PTO: In accordance with company policy
• Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
• Direct Mentorship: Guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Connect with professionals worldwide

Our Recruitment Process

1. Application
2. Screening
3. Skills Assessment
4. Topgrading Interview
5. Client Interview
6. Job Offer
7. Client Onboarding

Ready to Join Us?

If you’re empathetic, organized, and passionate about improving patient experiences through operational excellence, this role is for you. Apply now to help make specialized healthcare more accessible to patients across the U.S.