[Hiring] Patient Intake Specialist @Metro Vein Centers

Role Description

We’re hiring a Sales Development Representative (SDR) - internally named, Patient Intake Coordinator, with experience in medical call centers, front desk patient scheduling, or insurance-based sales. You’ll serve as the first voice a patient hears , managing phone conversations with empathy and urgency while verifying insurance, overcoming objections, and securing appointments across our 60+ clinics.

As a Patient Intake Coordinator , your mission is to connect with prospective patients, bring clarity to their symptoms and treatment options, and confidently guide them to book a vein evaluation and ultrasound. You are the frontline driver of new patient growth, ensuring every interaction is patient-first, educational, and action-oriented.

Success in this role requires:

• A deep understanding of healthcare workflows
• Confidence navigating insurance barriers
• Prior experience converting calls into booked visits

If you’ve worked in a medical practice, urgent care center, or dental front desk—and know how to guide patients, ask the right questions, and document accurately in EMRs—this is for you.

Qualifications

• Bilingual, English/Spanish speaking candidates only

Requirements

• Full-time schedule, includes evenings and one weekend day
• Serve as the first point of contact for new patient leads
• Proactively connect with patients via inbound and outbound phone calls, email, and text
• Build rapport, answer questions, and guide patients to book consultations at over 60 nationwide clinics
• Communicate insurance coverage and payment options clearly to minimize booking barriers
• Verify insurance, initiate authorization requests, and manage CRM/EMR documentation
• Troubleshoot patient concerns and tailor messaging to improve conversion rates (CVR)
• Collaborate with internal teams to ensure a seamless handoff to clinical care
• Continuously refine approach based on feedback and performance data

Benefits

• $1,500 USD per month base compensation
• Commission opportunities in addition to monthly base compensation
• Compensation structure is based on employment classification and work location

What Success Looks Like

Your performance will be measured by:

• Activity & Productivity: Maintain high engagement by making and taking up to 100 calls per day
• Appointment Booking: Consistently book 10 to 15 evaluations with an ultrasound (U/S) per day
• Conversion Performance: Achieve a 55%+ conversion rate on qualified calls
• Operational Excellence: Deliver a consistent, patient-first experience aligned with QA guidelines and document 100% of interactions accurately in CRM/EMR systems
• Speed and efficiency in response times and follow-up
• Patient satisfaction scores (NPS, direct feedback)

What You’ll Bring

• Drive & Resilience: A competitive work ethic and a "productivity mindset"
• Sales Execution: Strong persuasion and objection-handling skills
• Operational Discipline: Ability to navigate multiple tools (CRM, EMR, and phone systems) simultaneously
• Coachability: Commitment to growth, with the ability to act on coaching and feedback quickly
• Background Preference: Experience in sales (e.g., cold calling) or high-volume service environments (e.g., military or hospitality) is highly valued
• Bilingual in Spanish is a requirement

The Metro Vein Centers Difference

Healthy legs. Happier lives. At Metro Vein Centers, we believe exceptional care begins with an exceptional experience. Our mission is to make vein care approachable, empowering, and connected to overall well-being.

• Patients First, Always: Every interaction should make our patients feel valued, heard, and cared for
• Stronger Together: Teamwork and collaboration drive our success
• A Can-Do Spirit: We meet every challenge with positivity, flexibility, and problem-solving energy
• Results That Make a Difference: We’re driven to improve lives through meaningful, measurable outcomes
• Commitment to Growth: We invest in our people, fostering advancement and professional development at every level