Lead Nurturing & CRM Assistant

2 hours, 19 minutes ago
Part-time
Junior
Sales and Business Development
Winning Assistants

Winning Assistants

Winning Assistants specializes in providing HIPAA certified virtual assistants to healthcare professionals, enabling them to efficiently manage administrative tasks such as medical billing, coding, and patient communications, thereby allowing clients t...

Health Care Providers & Services

Description

  • Follow up with incoming, previous, and inactive leads by phone, email, text, social media, and other channels.
  • Build rapport with prospective patients and provide professional, patient-friendly communication.
  • Educate and qualify leads according to their needs and interest in the practice’s services.
  • Guide qualified prospects toward scheduling appointments or completing the appropriate next step.
  • Create, organize, update, and manage CRM records and lead pipelines.
  • Track lead status, follow-ups, appointments, responses, and next steps accurately.
  • Manage email and SMS follow-up sequences, automations, and re-engagement campaigns.
  • Respond to social media inquiries and direct messages, guiding prospects appropriately.
  • Use ClickUp or similar tools to track daily tasks and workflows.
  • Communicate progress, concerns, and updates while supporting patient acquisition and administrative workflows.

Requirements

  • At least 1 year of experience in lead nurturing, sales support, lead qualification, patient acquisition, or a related role.
  • Hands-on experience using and managing CRM systems.
  • Comfort with patient or customer outreach and consistent follow-up.
  • Strong written and verbal English communication skills.
  • Reliable, proactive, organized, independent, and detail-oriented with strong follow-through.
  • Ability to learn and use CRM, EHR, and workflow systems.
  • Ability to provide NBI Clearance and/or Local Police Clearance before onboarding.
  • Availability to attend required video meetings with the camera on.
  • Reliable computer, stable internet of at least 25 Mbps, noise-canceling headset, and working webcam.
  • Quiet, professional workspace suitable for remote work.

Benefits

  • $6–$8 hourly rate for a Monday–Friday, part-time schedule from 10:00 AM to 2:00 PM Pacific Time.
  • Dedicated HR and contractor support team.
  • Optional premium VPN access for client-related tasks.
  • Provided HIPAA, cybersecurity training, and certification.
  • Professional training in communication, client management, productivity, and VA best practices.
  • Client-approved U.S. holidays and paid or unpaid time off when available.
  • Access to templates, workflow guides, productivity tools, and client-specific SOP support.
  • Potential performance-based bonuses, incentives, or increased hours depending on the client.

Interested in this position?

Apply directly on the company website

Apply Now

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