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.
...to come. Reports To Director Mission Critical and Fleet Support What You Will Be Doing Within the Service Delivery team, the service delivery manager owns a number of Named Accounts. These accounts can be bus operators, OEMs or Commercial fleets. You will be...
Nations Roof is looking for a Commercial Roofing Technical Sales Representative to provide support to develop service sales and continued... ...the U.S. Our projects range in scope from large-scale new construction to complete tear-offs, re-roofing and renovations of existing...
...family or travel reasons. Founded in 2004, the companys motto is Any Language, Anytime, Anywhere! We might have a job for you as an Italian teacher. Reference number: 1066376 Some details about the course: One of our clients in Laguna Niguel, CA would like to have...
...our most valuable asset, time. Responsibilities An SP+ Shuttle Driver DOT will be r esponsible for the proper and safe operation of... ...traveling items, if applicable (e.g. operating shuttle buses at an airport location). Assist Facility Manager with other duties as...
...The Iona Project chapel immersion program offers summer internships for those interested in sharing a common life of prayer and scripture, mutual accountability, and youth ministry in a residential childcare setting. These internships are for the duration of the summer...