PATIENT SUCCESS HEALTH COACH (MEMBERSHIP SPECIALIST)
Location: San Marcos, CA (occasional cross-coverage in Temecula)
Clinic: BFF Medical Wellness Clinic
About the Role
BFF Medical Wellness Clinic is an integrative, preventive medicine practice. We’re hiring a high-performing, adaptable, and curious Health Coach to ensure every member understands their benefits, follows through on care plans, and fully utilizes the services in their membership. This is a patient education, engagement, and care-navigation role that owns onboarding, consults, proactive follow-ups, and ongoing membership support . (This is a non-clinical, non-diagnostic role that works closely with our clinical team.)
What You’ll Do (Key Responsibilities)
Own patient onboarding: welcome calls, intake completion, benefits walk-through, first-90-day plan, and appointment setup.
Run consults (non-clinical): clarify goals, explain service options, set expectations, and map a clear utilization plan.
Drive utilization & adherence: create personalized service calendars; book recurring touchpoints (e.g., body composition every 4 weeks for weight programs); organize labs and follow-ups.
Proactive outreach & retention: call/text/email check-ins, missed-appointment recovery, upcoming-benefit reminders, and renewal discussions framed around outcomes and care plans.
Educate with clarity: explain our portfolio— hormone optimization (BHRT/TRT), medical weight loss (including GLP-1 programs), peptide therapy, device-based aesthetics (diode laser hair removal, IPL/DPL, CO₂ laser), IV vitamins, functional wellness —and align patients to the right services with clinical approval.
Coordinate with clinicians: prepare charts, surface questions, close the loop on plans, and document next steps.
Operate the playbook: follow HIPAA-compliant scripts, pathways, and documentation standards in our CRM/EMR.
Measure what matters: track utilization %, on-time onboarding, attendance/adherence, renewal/retention, response times, and patient satisfaction.
You’ll Succeed Here If You Are
High-performing and self-directed: you take initiative, move fast, and finish strong.
Exceptionally adaptable: you learn new programs and devices on the fly and adjust to evolving protocols.
Relationship-driven: you’re warm, clear, and persuasive through education (not pressure).
Organized & data-aware: you love checklists, calendars, and simple metrics that show progress.
Mission-aligned: you believe in preventive, root-cause, integrative care.
Qualifications
2+ years in a patient-facing engagement, membership, health coaching, client success, or care-navigation role (medical, wellness, fitness, or similar).
Confident communicator by phone, text, email, and in person; excellent writing and follow-through.
Comfortable discussing wellness programs and explaining benefits in plain language.
CRM/EMR experience; strong scheduling and documentation habits.
Spanish bilingual is a plus.
Available for occasional evening or Saturday events as needed.
What We Offer
Competitive base pay with member-engagement incentives tied to utilization, adherence, satisfaction, and retention (not commission-style “sales”).
Training on clinic programs and pathways (hormones, metabolic health, peptides, device-based aesthetics).
Supportive team culture and clear career growth in a multi-location clinic.
...Excellent opportunity for an experienced Medical and Cosmetic Dermatology Nurse Practitioner to join a growing practice in Stroudsburg , PA Job#16726369 Join a growing dermatology practice in Northeastern Pennsylvania. Full time opportunity with a flexible schedule...
...invaluable. Join our team at Providence Medical Group and thrive in our culture of... ...Dignity, Integrity, and Compassion. Medical Assistants work under the delegation of a licensed... .... Depending on availability, our Dermatology Metro Clinics include: Bridgeport Dermatology...
...Are you an experienced sales professional with a passion for medical devices? Our client in Santa Ana, CA, is seeking a dynamic and driven Medical Device Sales Representative specializing in surgical equipment. This role offers the opportunity to work with cutting-edge...
...are key contributors to UCs success. Job Overview Perform master plumbing and pipefitting work. Supervise variously skilled plumber pipefitters in plumbing/pipefitting work. May supervise work product of other skilled and unskilled trades. Essential Functions...
...Dermatology Nurse Practitioner - Vineland, NJ Job#16706692 A reputable dermatology practice in southern New Jersey is seeking a Nurse Practitioner to join its team. The position involves providing comprehensive patient care and administering a variety of medical dermatology...