Patient Care Consultant
About The Position
The Patient Care Consultant serves as the primary treatment plan advisor for patients, guiding them through their smile transformation journey. The role combines empathy with consultative sales skills to help patients understand recommended treatment and make informed decisions with confidence. The consultant explains clinician-outlined options in clear, compassionate terms, creates customized payment plans, and provides ongoing support from the initial visit through the handoff to treatment. The position also involves tracking performance metrics, collaborating with the dental team and Regional Sales Manager, and delivering a supportive, transparent patient experience.
Requirements
- At least 2 years of experience in consultative sales, patient care coordination, or customer service; healthcare or retail sales experience is preferred.
- Proven track record of meeting or exceeding sales or conversion goals.
- Excellent communication, interpersonal, and objection-handling skills.
- Ability to explain clinical recommendations in patient-friendly language.
- Strong organizational and time-management skills.
- Comfort using CRM or patient management systems.
- Patient-first mindset with empathy, professionalism, and active listening skills.
- Resilience and adaptability in a fast-paced environment.
- Collaborative team player who partners effectively with clinicians and leaders.
- Results-oriented and motivated by patient outcomes and performance goals.
Nice To Haves
- Healthcare or retail sales experience.
Responsibilities
- Consult with patients on recommended treatment plans and product offerings, explaining options in clear, compassionate terms as outlined by the clinician.
- Build patient trust and confidence by addressing objections with empathy, education, and financial clarity.
- Create and present customized payment plans tailored to patients’ financial needs.
- Serve as the patient’s primary point of contact after the initial visit, answering questions and providing ongoing guidance.
- Apply consultative sales techniques to connect patient needs with appropriate solutions and support treatment acceptance.
- Follow up with patients to encourage treatment decisions and ensure timely communication.
- Track and report KPIs, including consult-to-acceptance rates, follow-up conversion, and payment plan adoption; use CRM tools to document interactions and monitor follow-ups.
- Partner with the dental team to deliver high-quality, patient-first experiences aligned with company policies, regulations, and dental board standards.
- Collaborate with the Regional Sales Manager to refine consultation approaches, improve close rates, and stay current on product offerings, promotions, and financing options.
- Identify opportunities for additional services or products that enhance patient outcomes and practice performance.
- Ensure a smooth handoff from consultation to procedure, minimizing patient stress and creating a seamless experience.
- Deliver supportive, transparent, and compassionate interactions that build patient loyalty and trust.
Benefits
- Paid time off
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) savings plan with match
- Career development and growth opportunities
- Free continuous learning through TAG U
- Incentive opportunity
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
