Patient Acquisition Specialist

Company Overview:

Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our team from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff are driven by a desire to improve the lives of our patients. We are able to treat a wide range of needs – everything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored meals – because we know that health requires care for the whole person. It’s no wonder 98% of patients report being fully satisfied with Upward Health!

Job Title & Role Description:

The Patient Acquisition Specialist plays a pivotal role in driving the growth of Upward Health’s patient base. This sales-focused position is responsible for attracting and converting potential patients into active clients by effectively communicating the value of our services. You will be the first point of contact for individuals who are interested in our programs, educating them on the benefits of whole-person care and guiding them through the enrollment process. The role emphasizes outreach through phone calls, but you will also leverage in-person meetings, digital outreach, and other strategies to build trust and develop long-term relationships. Your ability to engage leads, close enrollments, and maintain ongoing touchpoints with patients will directly contribute to Upward Health’s success.

Skills Required:

• Proficient in outbound sales, lead generation, and converting prospects into clients.
• Strong ability to articulate healthcare offerings clearly to potential patients.
• Ability to prioritize patient needs and ensure a positive, seamless experience.
• Independent management of caseloads, meeting targets, and driving outreach efforts.
• Ability to stay motivated, productive, and overcome objections in a fast-paced environment.
• Capable of managing multiple interactions and ensuring timely follow-ups.
• Comfortable using CRM systems and digital tools to track and manage outreach and engagement.

Key Behaviors:

Proactive Outreach: 

• Consistently reach out to potential patients via phone, email, and in-person meetings.

Relationship Building: 

• Establish rapport and trust with prospective and enrolled patients, ensuring they feel informed and supported.

Consultative Selling: 

• Assess individual needs and provide customized healthcare solutions that cater to those needs.

Ongoing Engagement: 

• Maintain consistent contact with enrolled patients to ensure satisfaction and offer continuous support.

Goal-Oriented: 

• Focus on meeting and exceeding outreach and enrollment targets while fostering lasting relationships.

Collaboration: 

• Work effectively with the Outreach Manager and cross-functional teams to align patient acquisition efforts with organizational goals.

Market Awareness: 

• Stay informed on community resources and competitors to provide the best information to patients.

Competencies:

Sales Success: 

• Proven ability to convert leads, qualify prospects, and maintain an active patient pipeline.

Patient Engagement: 

• Ability to guide patients through the entire enrollment process, ensuring smooth transitions and long-term relationships.

Problem Solving & Negotiation: 

• Address concerns and objections effectively, offering persuasive solutions to secure enrollments.

Time Management & Efficiency: 

• Balance multiple priorities, meet outreach goals, and ensure high-quality patient care.

Cultural Competency: 

• Sensitivity to diverse patient backgrounds, tailoring outreach strategies to meet individual needs and preferences.

Upward Health is proud to be an equal opportunity employer. We are committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. This job description is a general outline of duties performed and is not to be misconstrued as encompassing all duties performed within the position.

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