About The Villages Health

The Villages Health is a patient-centered primary care driven, community-based medical group with over 700 teammates. Our unique care model gives us both the time and resources to truly care for our patients, along with a company culture that supports a healthy work-life balance for our team members. Our purpose, mission and vision is to empower Villagers and the surrounding communities to live out their dreams by keeping them healthy and healing them quickly. Together, we are changing the way healthcare is delivered and are making a positive difference in the lives of our patients and the communities we serve. In doing so, The Villages Health is creating America’s Healthiest Hometown.

Our Full-time Benefits

Medical, Dental & Vision Insurance Plans | Matching HSA & 401k | PTO & Paid Holidays | The Villages Charter School Eligibility | & much more!

Responsibilities: 

The Sales & CRM Support Specialist is responsible for supporting the optimization of our customer relationship management system to enhance patient engagement, improve internal processes and drive growth. The ideal candidate will have a strong understanding of CRM strategies, excellent analytical skills, and the ability to collaborate with cross-functional teams to implement effective CRM initiatives. In addition, this role will support the sales teams by following up on warm leads, assist in maintaining lead referrals and schedule those prospective patients for their initial appointment with The Villages Health.

Duties and Responsibilities may include, but are not limited to:

• Be an expert of The Villages Health brand, care model and the new patient experience.
• Build rapport with potential new patients and educate them about The Villages Health experience, accepted insurances, and new patient process.
• Follow up on warm leads generated by the marketing department, community outreach team members, call center, and walk-ins.
• Seek sufficient information to track prospective patient information in the CRM and update the CRM and EMR systems for all patient interactions.
• Adhere to compliance and HIPAA regulations.
• Identify areas for process improvement to best meet the business need and improve patient experience.
• Ensure comprehensive understanding of Salesforce effective utilization to maximize tours and sales opportunities.
• Work with IT team members when needed to effectively coordinate any aspect of Salesforce.
• Facilitate the implementation and service of our CRM system, ensuring data accuracy and compliance.
• Develop and execute CRM strategies to improve patient engagement and retention.
• Manages user training and provides ongoing CRM system support to maximize user adoption.
• Stay up-to-date with industry trends and best practices in CRM and customer experience.
• Salesforce Subject Matter Expert and liaison between IT and sales teams.
• Create and maintain sales reporting needs.
• Ability to provide coverage within the New Patient Specialist and New Patient Advisor teams.
• Other duties as assigned to support the sales team and growth efforts.

Education/Experience Requirements: 

• Associate’s degree in marketing, business, or related field, preferred or equivalent years of experience.
• 2 years sales or relevant experience; health care industry experience a plus.
• Strong knowledge of CRM software and best practices; workflows, reporting and best practices required.
• Exceptional communication and interpersonal skills.
• Strong attention to detail and organizational skills.
• Knowledge of Medicare insurance preferred.
• Knowledge of health care field, specifically Medicare and Medicare Advantage.
• Knowledge of legal and ethical considerations related to patient information.
• Knowledge of customer service principles, applications, and conflict resolution.
• Strong analytical and critical thinking skills
• Skill in putting information in preferred medical record systems; meeting clinic standards.
• Skill in diffusing tense situations through diplomatic problem-solving.
• Skill in using computer, medical records software, and customer relationship management tools.
• Skill in Microsoft Office, including Excel, Word, and Outlook.
• Skill in public speaking and presenting, either 1:1 or in a group setting.
• Ability to communicate effectively with new patients, staff, and insurance via phone, in person and through email.
• Ability to use sales skills to provide expert advice and guide warm leads in the decision-making process.
• Ability to work independently and collaboratively in a fast-paced environment.

Location - Specialty office at Spanish Springs - 1400 N US Hwy 441, Suite 810, The Villages FL 32159

Salary is commensurate with experience.

Questions? Contact us at recruitment@thevillageshealth.com