Do you have the grit, critical thinking, and passion to help people reclaim their health?
Are you driven by exceptional customer experience, fast—yet thoughtful—responses, and rock-solid organization and management? Do you thrive in roles that blend front-line support, tech and sales savvy, and financial strategy? If so, we can’t wait to meet you.
About Rothman Health Solutions
We empower individuals and couples (avg ages 40–60) to reclaim their health, vitality, and joy through transformational lifestyle programs. We make chronic disease optional—no prescriptions required. Learn more at drnicole.com.
Our Ideal Members
- Experiencing sub-optimal health or chronic conditions that conventional medicine has failed to resolve
- Women in peri-/menopause seeking natural solutions and craving to feel like themselves again
The Opportunity: Wellness Concierge
As our Wellness Concierge you’ll be the heartbeat of our practice—welcoming members (virtual), managing critical workflows, and ensuring every interaction exceeds expectations. You’ll juggle appointment logistics, member enrollment, scheduling and confirmations, sales conversations, and finance tasks with poise and precision.
What You’ll Own
Member Experience & Sales Support
- First point of contact: phone, email, text and Zoom
- Guide prospective members through enrollment, confidently discussing health challenges and helping them takes steps forward to invest in their health
- Proactively follow up on inquiries, ensuring no lead or question falls through the cracks
Virtual Operations & Events
- Maintain a warm, organized, and on-brand communication
- Support virtual marketing events as needed
- Form and Document Management
- Lab Management
Scheduling & Documentation
- Coordinate and confirm appointments, minimizing wait times and respecting provider schedules
- Prepare and verify all intake forms, waivers, and program checklists
- Accurately process payments and EHR updates
Collaboration & Continuous Improvement
- Liaise seamlessly with clinical, coaching, and leadership teams to deliver cohesive care plans
- Track member satisfaction and suggest process improvements
- Uphold HIPAA compliance and safeguard sensitive information
What You Bring
Experience & Education
- Associate's or Bachelor’s, in Healthcare or Bus Admin or related field preferred
- 2+ years in front desk, customer service, or administrative roles (wellness/healthcare setting a plus)
- 3+ years in a sales or consultation roles requiring strategic and critical thinking for helping for potential members while maintaing empathy and overcoming objections.
Core Competencies
- Exceptional communication: professional, empathetic, and persuasive
- Stellar organization and time-management: thrives in a fast-paced environment
- Critical thinker and problem solver: resourceful under pressure
- Tech-savvy: EHR systems, Google Suite, Zoom, Monday/ClickUp, Slack, Go High Level
Personal Attributes
- Grit and growth mindset: tackles tough conversations and financial discussions with confidence
- Member-first mentality: passionate about health, wellness, and changing lives
- Collaborative spirit: pitches in wherever needed to keep the team—and members—moving forward
- Integrity & discretion: protects member data and practices
- Positive, upbeat, and wellness-oriented: you walk the talk
- Compassion for helping people
Compensation & Logistics
- Salary: $43,000 + based on experience and skill set plus get performance and other bonuses (commensurate with experience)
- Schedule: Full-time (40+ hours/week), Monday–Friday
- Location: Remote
Ready to Join Us? FOLLOW ALL INSTRUCTIONS TO BE CONSIDERED
First Step: Please watch this video intro from our Founder/CEO https://www.loom.com/share/1278669fdf454ab9b1fa1fb0df5fa8de?sid=566bc5a5-ed5c-4e35-a85b-b2683e269d38 and respond with your own loom video here on indeed telling us why this role speaks to you, why your the right person for the job—and let’s transform lives together.
Please do not call the main office.
Job Type: Full-time
Pay: $43,000.00 - $45,000.00 per year
Benefits:
- Employee discount
- Paid time off
- Professional development assistance
Work Location: Remote
