Patient Referral Coordinator

Patient Referral Coordinator Optimize Pelvic Health San Jose, CA Job Details Full-time $58,000 - $75,000 a year 16 hours ago Benefits Flexible spending account Paid time off Work from home Professional development assistance Qualifications Sales negotiation Google Workspace Google Sheets Phone communication English Sales conversion rate (success metric) Attention to detail Sales management systems proficiency Meeting or exceeding sales goals CRM system proficiency Productivity software Full Job Description Patient Referral Coordinator (Hybrid WFH after training period) At Optimize Pelvic Health our mission is to help people overcome pelvic floor dysfunction to become the strongest, healthiest version of themselves. We deliver a whole-body, stress-informed approach to pelvic floor care. We are hiring Patient Referral Coordinator to connect with prospective patients and provider partners and help grow the practice. The role will convert inquiries into appointments, nurture referral relationships, and track the data. What you'll do Answer and convert inbound lead calls, texts, and emails: guide prospective patients from curiosity into a booked evaluation and care plan. Manage follow-ups and warm lead pipeline. Build and maintain relationships with referral partners (OB-GYNs, midwives, urologists, GI, doulas, pelvic health providers).

Execute outreach:

emails, phone check-ins, drop-ins, and provider education materials.

Track and report KPIs weekly/monthly:

lead volume, source, conversion rate, call response time, lost lead reasons, outreach activity. Recommend data-driven improvements to the intake and outreach process. Represent the clinic with professionalism and confidentiality. Who you are A warm, clear communicator with excellent phone presence and written skills. Comfortable discussing intimate health topics professionally and compassionately. Detail-oriented and organized you love tracking numbers and following systems. Confident handling objections (cost, insurance, timing) while protecting clinic policies. A proactive relationship-builder who can network with providers and community partners. Required experience & skills Fluent English (spoken and written). Comfortable using EMR/CRM systems (HubSpot, Jane, SimplePractice, Athena, or similar). Strong Google Workspace and spreadsheet competency. Proven ability to meet conversion targets or measurable KPIs. Nice to have 1+ years in sales, front-desk/intake, healthcare/medical sales, admissions, or comparable lead-conversion role. (Experience in PT, OB-GYN, fertility, medspa/aesthetics, or concierge medicine is a strong plus.) Prior provider outreach or business development experience. Experience tracking/reporting KPIs and running simple analyses. Background in trauma-informed or sensitive health communication. Hours & Structure Full-time, onsite in San Jose transitioning into hybrid/work from home. Some local outreach visits are required (provider visits, community events).

Typical schedule:

standard weekday hours; occasional evening outreach or events when needed.

Compensation & Perks Base:

$58,000$75,000/year (depending on experience) + bonuses Performance bonuses tied to conversion rate, outreach outcomes, and quarterly KPIs. Paid time off, staff wellness benefits, opportunities for professional development in pelvic health. To apply, send your resume within Indeed then please fill out this

Google Form:

https://forms.gle/eZp9rfMY6gnwJRht8

Pay:

$58,000.00 - $75,000.00 per year

Benefits:

Flexible spending account Paid time off Professional development assistance

Work Location:

Hybrid remote in San Jose, CA 95133