PATIENT SUCCESS HEALTH COACH (MEMBERSHIP SPECIALIST)
Location: San Marcos, CA (occasional cross-coverage in Temecula)
Clinic: BFF Medical Wellness Clinic
About the Role
BFF Medical Wellness Clinic is an integrative, preventive medicine practice. We’re hiring a high-performing, adaptable, and curious Health Coach to ensure every member understands their benefits, follows through on care plans, and fully utilizes the services in their membership. This is a patient education, engagement, and care-navigation role that owns onboarding, consults, proactive follow-ups, and ongoing membership support . (This is a non-clinical, non-diagnostic role that works closely with our clinical team.)
What You’ll Do (Key Responsibilities)
Own patient onboarding: welcome calls, intake completion, benefits walk-through, first-90-day plan, and appointment setup.
Run consults (non-clinical): clarify goals, explain service options, set expectations, and map a clear utilization plan.
Drive utilization & adherence: create personalized service calendars; book recurring touchpoints (e.g., body composition every 4 weeks for weight programs); organize labs and follow-ups.
Proactive outreach & retention: call/text/email check-ins, missed-appointment recovery, upcoming-benefit reminders, and renewal discussions framed around outcomes and care plans.
Educate with clarity: explain our portfolio— hormone optimization (BHRT/TRT), medical weight loss (including GLP-1 programs), peptide therapy, device-based aesthetics (diode laser hair removal, IPL/DPL, CO₂ laser), IV vitamins, functional wellness —and align patients to the right services with clinical approval.
Coordinate with clinicians: prepare charts, surface questions, close the loop on plans, and document next steps.
Operate the playbook: follow HIPAA-compliant scripts, pathways, and documentation standards in our CRM/EMR.
Measure what matters: track utilization %, on-time onboarding, attendance/adherence, renewal/retention, response times, and patient satisfaction.
You’ll Succeed Here If You Are
High-performing and self-directed: you take initiative, move fast, and finish strong.
Exceptionally adaptable: you learn new programs and devices on the fly and adjust to evolving protocols.
Relationship-driven: you’re warm, clear, and persuasive through education (not pressure).
Organized & data-aware: you love checklists, calendars, and simple metrics that show progress.
Mission-aligned: you believe in preventive, root-cause, integrative care.
Qualifications
2+ years in a patient-facing engagement, membership, health coaching, client success, or care-navigation role (medical, wellness, fitness, or similar).
Confident communicator by phone, text, email, and in person; excellent writing and follow-through.
Comfortable discussing wellness programs and explaining benefits in plain language.
CRM/EMR experience; strong scheduling and documentation habits.
Spanish bilingual is a plus.
Available for occasional evening or Saturday events as needed.
What We Offer
Competitive base pay with member-engagement incentives tied to utilization, adherence, satisfaction, and retention (not commission-style “sales”).
Training on clinic programs and pathways (hormones, metabolic health, peptides, device-based aesthetics).
Supportive team culture and clear career growth in a multi-location clinic.
...opportunities Diverse experience with supporting and working on Anova Cares various lines of business Work from home (WFH) Company provided equipment The... ...and Responsibilities: Submitting request forms for borrowers such as name change and other...
...DESCRIPTION The Senior Editorial Copywriter is responsible for executing, overseeing, and strategizing copy across Zappos marketing... ...are seasoned in retail copywriting and have deep in-house brand experience. This role is instrumental in the development and creation of...
New Homes Sales Consultant Location Austin, TX (Arboretum area) : SUMMARY OF POSITION: The primary role of a Sales Consultant is to demonstrate product features, designs, and benefits to potential homebuyers to capture new home sales. Utilizes sales and marketing techniques...
...crossroads of cutting-edge analytics, data proficiency, technology, and digital marketing excellence. We are seeking a Control Management Consultant to support our client's marketing execution process related to operational risk and controls. Job Description...
...partners. Lensa partners with DirectEmployers to promote this job for PwC. Clicking "Apply Now" or "Read more" on Lensa redirects you to... ...and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements...