Client Acquisition & Patient Relationship Specialist — U.S. Healthcare Practice

Remote Philippines | U.S. Business Hours | Long-Term | Phone-Based Role

ABOUT HAPPY HEALTH & NUTRITION

Happy Health & Nutrition (HHN) is a growing U.S.-based health and nutrition company helping clients create sustainable improvements in their health through structured, personalized nutrition coaching.

We are building a company that is relationship-centered, system-driven, accountable, and committed to developing great people.

We are looking for an exceptional communicator to become one of the most important voices of HHN.

This person helps turn:

An inquiry into a conversation → a conversation into clarity → clarity into the appropriate next step → and a client relationship into one that is intentionally maintained.

THE ROLE

This is not a passive virtual-assistant or inbound receptionist position.

This is a Client Acquisition & Patient Relationship role, and it includes both inbound and outbound phone communication.

You will work primarily with people who already have some connection to HHN, including new inquiries, physician referrals, prospective clients, warm leads, former clients, people who previously expressed interest in our services, and active clients who need follow-up.

You will:

* Respond to incoming calls, inquiries and referrals
* Complete intake and scheduling
* Follow up with prospective clients who do not respond the first time
* Make proactive outbound calls to warm leads
* Reconnect with appropriate former clients
* Follow up with physician-referred clients
* Help recover incomplete intakes and unscheduled opportunities
* Help active clients maintain continuity when appointments are missed or not scheduled
* Communicate approved information about HHN services and programs
* Help appropriate prospective clients understand their options and confidently ask them to schedule
* Maintain accurate CRM records, including contact attempts, outcomes, barriers and next actions
* Manage follow-up reminders and sequences so opportunities do not disappear because no one followed through
* Identify patterns in why people schedule, why they do not, and where they get stuck
* Bring observations and recommendations back to HHN leadership
* As you grow, help improve our scripts, workflows, CRM systems and Client Acquisition strategy

This is primarily warm relationship-based acquisition and follow-up, not random cold calling.

However, you must genuinely enjoy talking with people on the phone and be comfortable initiating outbound conversations, following up more than once when appropriate, and asking someone to schedule.

If you dislike outbound calls, repeated follow-up, asking someone to schedule, working toward measurable outcomes, or being accountable to KPIs, this is not the right role for you.

If you love talking with people, building trust, solving barriers, following through until there is a clear outcome, and knowing that your work directly contributes to both client care and company growth, we would love to meet you.

WHAT SUCCESS LOOKS LIKE

At HHN, success is not simply making a certain number of calls or completing a list of tasks.

We care about what happens to the people entrusted to your care:

Opportunity → Attempted → Reached → Appropriate Next Step → Scheduled → Attended → Continued

You will eventually work with defined performance measures related to areas such as:

response time, follow-up reliability, reach rate, intake completion, scheduling/conversion outcomes, show rate, client continuity, CRM accuracy and follow-through.

Not every person should become an HHN client.

We do not believe in pressuring people into services that are not appropriate for them.

Our standard is:

Help the appropriate person move toward the appropriate next step with warmth, honesty, clarity and consistent follow-through.

OUR HIRE FOR GROWTH PHILOSOPHY

We are not looking for someone who simply wants to become excellent at the starting responsibilities of this position and remain there indefinitely.

We are hiring for the person we believe can eventually grow into the full function of this role.

You do not need to arrive at HHN ready to perform at Level 5. In fact, we do not expect that.

We expect to help develop you toward it.

HHN will intentionally train you, coach you, give you feedback, expose you to increasingly complex parts of the function, and provide opportunities for you to demonstrate greater capability and ownership over time.

But there is something we cannot provide for you:

You have to want to grow.

We are looking for someone who is excited by the possibility of progressing from learning excellent Client Intake and Communication at Level 1 to eventually being capable of leading HHN’s Client Acquisition & Relationships function at Level 5.

That development will happen progressively—not all at once.

Our development process is:

Learn → Practice → Demonstrate Competency → Own → Produce Sustained Results → Advance

At HHN:

Exposure ≠ Assignment ≠ Competency ≠ Ownership ≠ Sustained Performance

We will strategically expose you to different components of the ultimate function one section at a time, giving you the opportunity to gain mastery before increasing your independence and ownership.

Advancement is not automatic, and there is no predetermined timeline for reaching Level 5. It depends upon demonstrated capability, judgment, ownership, reliability and sustained measurable outcomes.

Compensation opportunities can grow as you grow.

As your demonstrated capability, ownership and contribution increase, you become eligible for advancement and corresponding compensation growth.

Our commitment is to provide the training, opportunity, feedback, structure and pathway.

Your commitment is to bring the desire to learn, practice, accept feedback, stretch beyond what you can do today, demonstrate mastery and continue progressing toward ownership of the function.

Who will thrive here?

This opportunity is especially well suited to someone who thinks:

“I may not know how to do all of this yet, but I want to learn. I want increasing responsibility. I want to understand the business. I want to become excellent at this function. And if I demonstrate that I am capable, I want the opportunity to eventually lead it.”

If your goal is primarily to find a comfortable, predictable position where the responsibilities remain essentially the same year after year, this will probably not be the right opportunity for you.

If you want a long-term professional home where you can progressively develop from execution → ownership → strategy → leadership, we would love to meet you.

YOUR POTENTIAL GROWTH PATH

Level 1 — Client Intake & Communication Specialist

Master inbound inquiries, referrals, intake, scheduling, documentation, CRM accuracy and HHN communication standards.

Level 2 — Client Access Outcome Owner

Move beyond completing tasks to closing loops.

Resolve administrative barriers, recover scheduling gaps, protect active-client continuity and ensure opportunities have documented outcomes without needing repeated reminders.

Level 3 — Client Acquisition & Reactivation Specialist

Develop mastery of warm-lead follow-up, former-client reactivation, outbound campaigns, prospect nurturing, program conversations, follow-up sequences and measurable conversion outcomes.

Level 4 — Client Growth & Relationship Lead

Own population-level acquisition and relationship strategies, program enrollment initiatives, improvements to the client journey and increasingly complex Client Acquisition outcomes.

Level 5 — Director of Client Acquisition & Relationships

Own the function: people, systems, CRM, KPIs, scripts, training, acquisition, conversion, continuity, reporting and continuous improvement.

Advancement is based on demonstrated capability, ownership, judgment and sustained measurable results—not simply time in the position or being assigned additional tasks.

WHO WE ARE LOOKING FOR

You may be a particularly strong fit if you have experience in U.S. healthcare, medical virtual assistance, patient intake, patient scheduling, patient coordination, healthcare outreach, customer service, sales, client success, account management or relationship-based phone work.

We are looking for someone who is:

* Excellent in spoken and written English
* Warm and naturally engaging
* Extremely comfortable speaking on the phone
* Comfortable initiating outbound conversations
* Able to build rapport quickly
* Confident asking someone to schedule
* Persistent without being pushy
* Curious about why someone hesitates or gets stuck
* Organized and highly responsive
* Excellent at follow-through
* Detail-oriented
* Comfortable using structured systems and CRM technology
* Comfortable being measured against KPIs and outcomes
* Able to solve problems rather than simply report them
* Coachable and receptive to feedback
* Able to work independently while knowing when to escalate
* Interested in learning and improving systems
* Looking for a long-term professional home
* Excited by the opportunity to grow into greater responsibility and potentially leadership

Experience working with U.S. healthcare clients or patients is strongly preferred.

POSITION DETAILS

Location: Remote — Philippines
Company: U.S.-based healthcare/nutrition practice
Schedule: Must be available during designated U.S. business hours
Role type: Phone-based Client Acquisition & Patient Relationship role
Starting structure: Part-time, with opportunity to expand based on business need and demonstrated performance
Training: Structured training with progressive exposure to responsibilities
Performance: Defined benchmarks, KPIs and outcomes
Career path: Five-level growth pathway
Long-term opportunity: Yes. We are specifically looking for someone who wants to build with HHN.

HOW TO APPLY

Please complete all five items below.

1. Submit a short voice recording introducing yourself and answering:

A prospective client tells you, “I’m interested, but I’m not ready to schedule yet.” What would you say next?

2. Answer this scenario in writing:

You have attempted to contact a warm prospective client three times and they have not responded. What would you do next, and why?

3. Tell us about a time you were responsible for an outcome—not simply completing a task.

What was the desired outcome? What did you do? What happened?

4. Answer YES or NO, then briefly explain your answer:

Are you comfortable making proactive outbound calls to warm leads, former clients and prospective clients as a regular part of your position?

5. This position has a five-level development path. You would begin by mastering Client Intake & Communication, but our intention is to develop the right person over time toward eventually owning and potentially leading HHN’s Client Acquisition & Relationships function.

Does that kind of growth genuinely interest you? Why or why not? What about reaching Level 5 excites you, and what part of that journey do you think would challenge you most?

Thank you for applying . I am excited to meet you soon!

Raquel Robles