[Hiring] Bilingual Patient Sales Coordinator @Winning Assistants

Role Description

A premium, concierge-style medical practice is seeking a full-time Virtual Assistant to support high-touch client engagement and backend operations. This role is heavily focused on exceptional customer service, relationship-building, sales follow-ups, and CRM management rather than clinical support.

The ideal candidate is warm, confident, energetic, and highly personable — someone who can easily connect with high-end clients and make them feel valued and understood. This role requires independence, initiative, and strong communication skills. Personality and client-facing confidence are top priorities.

Client Engagement & Sales Support

• Answer inbound calls with a professional and warm tone
• Follow up with potential clients who did not book appointments
• Re-engage inactive or past clients
• Provide information about services and guide potential clients through next steps
• Support light partnership prospecting
• Build and maintain strong client relationships

Note: This is not a heavy sales role. The focus is on nurturing relationships, engaging leads, and building trust rather than aggressive selling.

CRM & Lead Management

• Manage and update CRM (IntakeQ)
• Track leads and ensure timely follow-ups
• Maintain accurate and organized client records
• Support basic sales pipeline organization

Scheduling & Administrative Support

• Schedule and coordinate appointments
• Manage calendar and day-to-day scheduling needs
• Handle backend administrative tasks
• Support general operations
• Provide additional executive assistant-style support as trust builds

Qualifications

• Fluent in BOTH Spanish and English (spoken and written)
• Majority of clients are Spanish-speaking
• Must be able to work full-time EST hours consistently
• Strong phone presence and professional communication skills
• Full-time availability only (no part-time applicants)

Requirements

• Previous experience working as a Virtual Assistant: Preferred
• Healthcare or medical office experience: Strongly Preferred
• Experience in a concierge or premium service environment: Strongly Preferred
• HIPAA trained or willing to learn: Strongly Preferred
• Sales support experience (client follow-ups and lead nurturing): Strongly Preferred

Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
• Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.