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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building trust and managing relationships with clinical and administrative staff while effectively implementing workflows that enhance patient referrals and enrollment. Proficient in utilizing EHR/EMR systems and AI tools to optimize outreach and operational efficiency.
Highest-signal resume keywords
EHR/EMR Systems ExperiencePatient/Provider EnrollmentWorkflow ImplementationAI Tools UtilizationTrust Building with Clinical Staff
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Patient Referral ManagementWorkflow DiagnosisData Extraction from EHR/EMRHealthcare Program EligibilityOrganizational Discipline
Soft Skills
Persistence in Follow-UpBuilding RapportAdaptabilitySelf-ManagementCommunication Skills
Tools & Technologies
HubSpot CRMAI Tools
Industry Keywords
Remote Patient MonitoringChronic Care ManagementPHI Handling Best PracticesHealthcare ExperienceSpanish Fluency
About the role
Key responsibilities & impact- Diagnose how each assigned practice works and identify the lowest-friction way to build referrals into its routine
- Lead kickoff conversations with providers and key staff to agree on workflow, owner, and cadence
- Follow up daily or weekly to hold providers and staff to commitments
- Build trust with providers, front desk staff, and office and billing staff
- Pull eligible patient lists from EHR/EMR systems or coach clinic staff to do so
- Prioritize territory accounts and determine which providers need focused outreach
- Develop new approaches for stalled accounts
- Tailor messaging between clinical outcomes and financial/reimbursement angles
- Log activity, outcomes, and next steps in HubSpot CRM the same day
- Apply knowledge of traditional Medicare, age 65+, RPM/CCM criteria, and PHI-handling best practices
- Use AI tools to prioritize outreach and accelerate daily workflow
- Drive consistent patient referrals and new patient enrollment for Nsight Health’s RPM/CCM business
- Build long-term, high-trust relationships with practices in the assigned territory
Requirements
What you’ll need- 2 to 5 years in implementation, customer success, account management, outbound sales, or patient/provider enrollment, with a track record of getting people to adopt a new process and stick with it
- Demonstrated ability to diagnose how an organization works and adapt a new workflow to fit it
- Persistence in daily and weekly follow-up, with judgment to stay on top of commitments without being pushy
- Proven ability to build trust with clinical and administrative staff, including physicians, front desk, and billing teams
- Working experience in multiple EHR/EMR systems or comparable clinical data platforms, and comfort learning new ones quickly
- Strong organizational discipline, with the ability to prioritize and manage a book of accounts
- Comfort starting conversations with new contacts and building rapport on a kickoff call
- Baseline understanding of healthcare program eligibility and PHI handling, or ability to learn it quickly
- Active, hands-on daily use of AI tools in current or most recent workflow
- Fluency in English required, both spoken and written
- Track record of self-managing a daily and weekly cadence without close supervision
- Flexibility to work assigned hours aligned with Eastern, Central, or Pacific Time
- Preferred: Experience in remote patient monitoring, chronic care management, or remote care programs
- Preferred: Experience working inside HubSpot or a comparable CRM
- Preferred: Healthcare, medical, or clinic-based work experience
- Preferred: Experience extracting patient or eligibility data from an EHR/EMR, or coaching others to do so
- Preferred: Experience working directly with physician practices
- Preferred: Spanish fluency
Benefits
Comp & perks- PTO
- Medical, Dental, Vision, and supplemental insurance options
- 401(k) Plan with 3.5% Company Match
- Company-provided equipment
- Eligible for a monthly bonus based on company and individual performance
