Offer summary

Qualifications:

Excellent written and verbal communication skills in English., Demonstrated experience in healthcare coordination or patient onboarding., Proficiency in CRM tools such as HubSpot and Salesforce., Strong attention to detail and ability to manage multi-step processes..

Key responsibilities:

Reach out to patients via phone, SMS, and email to initiate pre-enrollment steps.

Guide patients through intake forms and onboarding processes.

Update and maintain patient data in CRM and health system tools.

Track pre-enrollment metrics and collaborate with internal teams to optimize workflows.

Job description

Role: Pre-Enrollment & Patient Engagement Specialist

Work Arrangement: Fully remote, overlapping EST working hours

Job Type: Independent Contractor, Full-time

Work Schedule:

Mon to Fri, 9:00 AM – 6:00 PM EST (flexibility to align with patient activity)

Locations: Remote

About Pearl Talent:

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Hear why we exist, what we believe in, and who we’re building for: Watch here

Why Work with Us?

We’re not just another recruiting firm—we focus on placing candidates with exceptional US and EU founders who prioritize the long-term success of their team members. We also provide retention bonuses at 3, 6, 9, and 12 months, as well as community-driven benefits like an annual retreat.

About the Company:

The company is transforming how physicians engage with patients by offering advanced support across triage, pre-enrollment, patient communications, and clinical expansion. Through a blend of AI-powered tooling and human-first care coordination, they enable providers to scale outreach and streamline operations without sacrificing personalization. The team thrives on precision, speed, and building real relationships with patients at every stage of the journey.

Role Overview:

We are seeking a highly motivated, detail-oriented Pre-Enrollment & Patient Engagement Specialist to serve as the first line of communication with prospective patients. This role will be responsible for guiding patients through the initial touchpoints of their journey—driving pre-enrollment completion, fostering trust, and ensuring every patient feels seen, heard, and supported from the first interaction. This is a mission-critical, patient-facing role that blends operational excellence with warmth and empathy

Core Responsibilities:

1. Pre-Enrollment Communication & Conversion

Reach out to inbound or referred patients via phone, SMS, and email to initiate pre-enrollment steps.
Guide patients through intake forms, pre-consult assessments, and onboarding processes.
Ensure all pre-enrollment documentation is completed accurately and on time.

2. Patient Engagement & Relationship-Building

Serve as a warm, informed first point of contact, making patients feel confident and supported.
Answer questions about the process and set expectations clearly and empathetically.
Act as a bridge between patient inquiries and clinical team readiness.

3. Operational Coordination

Update and maintain patient data in CRM and health system tools (e.g., Salesforce, HubSpot, EMR platforms).
Track pre-enrollment funnel metrics, identify bottlenecks, and escalate issues proactively.
Collaborate with Flagler’s internal teams to optimize workflows and ensure patients move through the funnel efficiently.

Requirements

Non-Negotiables:

Excellent written and verbal communication skills in English (neutral accent preferred)
Demonstrated experience in healthcare coordination, intake, or patient onboarding
Proficiency in CRM tools such as HubSpot and Salesforce
Comfort using dialers and SMS tools like OpenPhone or similar platforms
Strong attention to detail and ability to track multi-step patient processes
Ability to remain calm and solution-oriented in fast-paced, patient-facing situations

Nice-to-Haves:

Experience in telehealth, concierge medicine, or multi-provider practices
Familiarity with HIPAA compliance and secure messaging standards
Comfort working across digital platforms, including spreadsheets, Slack, AI chat interfaces, and dashboards

Benefits