Client Relationship & Sales Specialist

Body Moksha Physical Therapy•Chatham Township, NJ

7d•$25 - $28•Remote

About The Position

This is a relationship-based sales role for someone who is confident on the phone, consistent with follow-up, organized in their systems, and comfortable talking about the value of premium care. The Client Relationship & Sales Specialist will be the first point of connection for prospective patients, helping them understand their options and guiding them toward the right next step without a hard sales pitch. The role involves managing the initial part of the prospective patient journey, from lead follow-up and appointment setting to building trust and guiding decisions about specialized, cash-based physical therapy. The position also requires maintaining organized systems and contributing to a positive community and patient experience.

Requirements

At least 1 year of inside sales, phone-based appointment setting, admissions, patient coordination, client success, healthcare sales, or B2C sales experience.
Healthcare workforce background.
Comfortable calling, texting, emailing, and following up with prospective clients or patients.
Ability to build trust quickly over the phone.
Confident speaking with people about sensitive health concerns.
Ability to talk about price, value, and premium care without sounding apologetic or pushy.
Organized enough to manage multiple leads, systems, notes, and follow-up tasks.
Comfortable using tools like Google Suite, Google Sheets, CRMs, EMRs, VoIP Phone System, and other lead tracking systems.
Like having clear goals and knowing what success looks like.
Coachable, adaptable, and excited to grow with a company that is building for the future.

Responsibilities

Call, text, and email warm leads from various sources (Google, Facebook, website inquiries, referrals, workshops, social media).
Respond to new inquiries quickly and professionally.
Conduct discovery conversations with prospective patients.
Book qualified evaluations with the clinical team.
Follow up consistently with leads who are not ready to schedule.
Send information and next steps clearly and professionally.
Keep every lead, conversation, and next step documented.
Ensure no prospective patient falls through the cracks.
Ask strong questions to understand each person’s pain, goals, concerns, and motivation.
Build trust through clear, warm, and confident communication.
Help prospective patients understand the value of specialized, cash-based physical therapy.
Talk through common concerns around cost, time, insurance, and uncertainty.
Guide people toward a confident decision without using pressure or fear-based tactics.
Help people see what is possible when they choose the right care.
Maintain accurate lead records in the CRM, Google Sheets, EMR and other tracking tools.
Schedule appointments in the EMR system.
Track follow-ups, next steps, lead status, and appointment outcomes.
Keep the pipeline organized and current.
Communicate clearly with the team about patient questions, concerns, and expectations.
Help improve patient communication systems as the practice grows.
Support local workshops or community events.
Represent Body Moksha professionally in live or in-person environments.
Help create a warm, trustworthy first impression of the practice.
Strengthen relationships with prospective patients and referral sources.