Appointment Setter (Growth Coordinator)

ROLE SUMMARY

ABOUT THE COMPANY

Navigate Health & Wellness is an award-winning holistic healthcare practice based in Tampa Florida founded in 2018 by Dr. Kace and Dr. Kaylee Groff. The company specializes in neurologically-based chiropractic care spinal decompression and wellness services designed to help families pregnant mothers and individuals improve their long-term health. With a mission to Create Generational Health Navigate Health & Wellness focuses on delivering high-quality patient-centered care while continuing to expand its reach and impact in the Tampa community.

ABOUT THE ROLE

The Navigate Patient Growth Coordinator is one of the most important drivers of Navigate Health & Wellnesss growth serving as the first human connection prospective patients experience when reaching out for care. This role is responsible for converting inbound leads into confirmed deposited new patient appointments with speed warmth and genuine professionalism while also supporting the companys broader front-end growth through reactivation social media communication pipeline management and direct operational support. This position offers the opportunity to play a meaningful role in helping families begin their health journey while developing valuable skills in sales patient communication and business growth within a mission-driven healthcare organization committed to creating generational health.


This position is perfect for someone who:

Thrives in fast-paced environments and responds quickly to new opportunities

Enjoys connecting with people and building trust through strong communication

Is highly organized and values structure follow-up and accountability

Takes ownership of performance metrics and is motivated by results

Can balance empathy with confidence when guiding potential clients

Wants to grow within a mission-driven high-performance organization

ROLE RESPONSIBILITIES

1. Lead Conversion & Patient Scheduling

• Monitor GoHighLevel (GHL) in real time and respond to all inbound leads within 5 minutes during working hours

• Conduct outbound follow-up calls texts and emails to nurture leads

• Build rapport with prospective patients and guide them toward scheduling

• Collect deposits secure bookings and provide all required pre-visit details

• Maintain accurate CRM records with complete notes tags and follow-up actions after every interaction

2. CRM & Pipeline Management

• Manage and optimize GHL pipelines funnels sequences and lead stages

• Audit lead pipelines regularly to ensure no opportunities are missed

• Identify and report automation issues system errors or campaign performance shifts

• Coordinate with marketing and ads teams to support lead flow optimization

3. Reactivation & Social Media Engagement

• Re-engage inactive and cold leads through structured monthly follow-up campaigns

• Adjust communication style based on lead behavior and readiness

• Reintroduce qualified reactivated leads into active conversion sequences

• Support patient retention through ongoing outreach initiatives

4. Social Media & Online Communication Support

• Monitor Instagram and Facebook messages comments and inquiries during working hours

• Convert social media interest into qualified leads and booking opportunities

• Escalate sensitive or negative interactions appropriately

• Execute Google review outreach campaigns to strengthen online reputation and community trust
  

5. Reporting Leadership Support & Operational Growth

• Submit daily weekly and KPI performance reports to leadership

• Respond promptly to direct requests from Dr. Kace and support additional business growth initiatives

• Assist with research outreach partnerships and strategic projects as assigned

ROLE QUALIFICATIONS

REQUIRED QUALIFICATIONS

• At least 3 years of overall formal work experience.

• Proven experience in sales lead generation appointment setting or customer service

• Strong verbal communication and objection-handling skills

• Ability to manage high-volume follow-up processes

• Experience using CRM systems

• Excellent organizational and time management skills

• Comfortable working with KPIs and performance metrics

• Ability to work independently in a remote environment

• Must have own webcam microphone and computer (relevant software and subscriptions provided).

• Excellent English verbal and written language proficiency (C2 in CEFR Scale).

• Access to a quiet work area at home with reliable internet (100 Mbps or more).

PREFERRED (NICE-TO-HAVE) QUALIFICATIONS

• Experience in healthcare chiropractic wellness or medical sales

• Familiarity with Facebook Instagram and social media lead management

• Previous remote SDR or patient coordinator experience

• Knowledge of sales reporting and pipeline optimization

• Experience with deposit collection or front-end sales processes

ROLE SPECIFICATIONS

• Base Salary: Q9000 base salary unlimited commissions

• Role type: Full-time.

• Location: Guatemala (Remote - Work from home).

• Schedule: Monday to Friday 9:00 - 6:00 PM EST and Saturday 8:00 - 12:00 PM EST (This is subject to changes due to daylight saving time)

RECRUITING PROCESS

• Application / Screening: When you apply for this position we will ask you a short questionnaire to get to know you a little bit better and ask you for some additional inputs to see if you qualify for the addition we will ask you to complete a short psychometric evaluation and a short English proficiency assessment. The idea is to explore if this is a good fit before moving forward.

• Skills Assessment: You will be asked to complete a few exercises and/or projects designed to recreate the work tasks that you will be responsible for if you are given the role. This helps us gauge your skill level as well as give you a better idea of the required work.

• Skills Assessment Interview: This is a 60 min - 90 min conversation where we further test your skills learn about your previous working experiences and evaluate culture fit to the role and company.

• Hiring Manager Final Interview: This is a 30 min - 60 min conversation with the positions Hiring Manager (and potentially a few company team members) to get to know you better and to set the expectations and vision for the role.
  

The entire process usually takes anywhere between 2-6 weeks to complete depending on the seniority of the position.

CONTACT US

If you have any questions or run into any complications while submitting your application please reach out to: