CPT-11644 Healthcare Sales & Patient Engagement Specialist

Contractors will be required to provide services that align with the following client tasks:

• Engage inbound leads through phone, email, and SMS.
• Convert prospective patients into completed sleep test purchases or submissions of existing sleep study results.
• Communicate the value of Daybreak’s sleep testing and treatment pathway.
• Address questions and objections and motivate patients to take the appropriate next step.
• Execute consistent outreach and follow-up strategies to minimize lead drop-off.
• Work toward established conversion goals and key performance indicators.

• Manage a high volume of patient leads and interactions in Salesforce.
• Prioritize outreach based on lead status, engagement, and likelihood of conversion.
• Consistently follow up with unresponsive leads to recover potential opportunities.
• Maintain accurate documentation while balancing productivity and patient experience.

• Track outreach activity, lead engagement, conversion rates, completion rates, and other performance metrics.
• Review results and adjust outreach strategies to improve performance.
• Take ownership of individual results and continuously improve based on feedback.

• Build trust with prospective patients through clear, empathetic, and confident communication.
• Guide patients through the steps required to move forward with their care.
• Identify barriers preventing patients from progressing and help resolve them.
• Escalate clinical or operational questions to the appropriate teams when necessary.

• Collaborate with Clinical, Customer Experience, Marketing, and other internal teams to improve messaging, workflows, and conversion strategies.
• Maintain accurate patient and lead information in CRM and patient management systems.
• Share insights from patient conversations to help improve the overall patient journey and sales funnel.

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• 2+ years of experience in sales, lead generation, customer engagement, or another performance-driven role.
• Strong sales mindset with a focus on targets, conversions, and measurable results.\
• Confident communicating and selling through phone, email, and SMS.
• Strong ability to build rapport, communicate value, handle objections, and encourage prospects to take action.
• Persistent and comfortable conducting multiple follow-ups with leads.
• Able to manage a high-volume pipeline in a fast-paced environment.
• Highly organized with strong attention to follow-up and documentation.
• Comfortable receiving feedback and being accountable for performance goals.
• Comfortable using CRM and patient management systems.
• Salesforce experience is a plus.
• Healthcare, inside sales, or direct-to-consumer sales experience is a plus.
• Bachelor’s degree preferred; equivalent professional experience will also be considered.

The ideal candidate is sales-minded, persuasive, persistent, organized, and results-driven. They are comfortable working toward conversion targets, managing a large volume of leads, handling objections, and following up consistently while maintaining an empathetic and patient-focused approach.

• CRM / Patient Management Systems
• Salesforce
• Phone and VoIP Communication Platforms
• Email and SMS Communication Tools
• Microsoft Office
• Microsoft Teams
• AI-Assisted Productivity Tools

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday–Friday, Tuesday- Saturday, or Wednesday-Sunday
• Daily Working Time: Candidates must be available for one of the following schedules:
  • Monday-Friday, 9:00 AM-6:00 PM PT
  • Tuesday-Saturday, 9:00 AM-6:00 PM PT
  • Wednesday-Sunday, 9:00 AM-6:00 PM PT
  • Availability Requirements: Candidates must be available to work a fixed U.S. Pacific schedule, including potential weekend shifts, based on business needs.

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior, and Advanced Level
• Contracted Hours per Week: 40 hours/week/VA
• Daily Working Time: Candidates must be available for one of the following schedules:
  • Monday-Friday, 9:00 AM-6:00 PM PT
  • Tuesday-Saturday, 9:00 AM-6:00 PM PT
  • Wednesday-Sunday, 9:00 AM-6:00 PM PT
• Scheduled Working Days: Monday–Friday, Tuesday- Saturday, or Wednesday-Sunday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 2
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-B (Excellent Spoken and Written English Required)
• REGION PREFERENCES: Any