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Remote Patient Navigator for Healthcare Company

📅 Jul 24
📍 Worldwide - Remote🎹 Mid-level🏥 Clinical Operations Specialist📢 🇪🇸 Spanish Required📢 🇬🇧 English Required💼 Full-Time
Patient Intake And NavigationInbound Call ManagementVideo Patient ConversationsPatient Screening
Apply Now

📜 Description

  • Handle inbound patient calls and scheduled 15-minute video introductions.
  • Screen patients for financing readiness and benefits eligibility, explain the care offering, and book qualified patients for clinical consultations.
  • Join the final 10 minutes of nurse practitioner consultations to explain next steps, payment logistics, and financing options.
  • Schedule follow-up calls and support patients through payment and treatment decisions.
  • Document calls, texts, and scheduling in the EHR while following HIPAA-compliant workflows.
  • Track booking and warm-handoff close rates and collaborate through Google Workspace.

🛠️ Requirements

  • 2+ years of US healthcare experience in a patient-facing role (intake, coordination, scheduling, patient services, telehealth support, or clinical)
  • Hands-on experience handling high-volume inbound patient calls and conducting scheduled video-based patient conversations
  • Demonstrated experience discussing payment, financing, or cost options directly with patients or customers
  • Proven experience working US business hours (ET/CT), including shift-based coverage
  • Proficiency with Google Workspace and EMR/EHR or comparable healthcare scheduling platforms
  • Ability to work on a MacBook within HIPAA-compliant workflows
  • C1+ English (CEFR) with a neutral accent for US patient-facing phone and video communication
  • Exposure to GLP-1 programs, medical weight loss, bariatric, or obesity care patient populations
  • Spanish fluency in addition to English
  • RN, LPN, or other clinical credentials

✨ Benefits

  • Competitive Salary: Based on experience and skills
  • Remote Work: Fully remote—work from anywhere
  • Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
  • Generous PTO: In accordance with company policy
  • Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
  • Direct Mentorship: Guidance from international industry experts
  • Learning & Development: Ongoing access to resources for professional growth
  • Global Networking: Connect with professionals worldwide
Full job description

Work From Anywhere in LATAM or the Philippines

Work Schedule: US Timezone (Flexible) | Staggered 9-hour shifts: 6:00 AM – 2:00 PM or 2:00 PM – 10:00 PM ET, transitioning to Sunday–Thursday coverage post-ramp

About Pearl Talent

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund.

Hear why we exist, what we believe in, and who we're building for: Watch here: https://www.loom.com/share/863b8e426e6d48309aa8f4ea4c1c94cd

About the Client

A fast-growing digital health company pioneering non-surgical weight loss care is hiring a Patient Navigator to convert inbound patient inquiries into booked clinical consultations and completed treatment decisions.

The company combines telehealth with distributed clinics across 10 US states and a virtual care team of physicians, nurse practitioners, dietitians, and coaches. Founded by leading medical school professors, it is scaling rapidly across multiple US markets and is building a brand-new Client Intake team to support surging patient volume.

About the Role

The Patient Navigator owns two phases of the patient journey. On the front end, they pick up inbound calls, lead pre-scheduled 15-minute video intro calls, screen for financing readiness and benefits eligibility, and book qualified patients for clinical consultations.

Core Responsibilities

Inbound Call Management & Front-End Patient Screening

  • Pick up inbound calls at a 90–95% rate during business hours
  • Attend 100% of pre-scheduled 15-minute video intro calls with potential patients
  • Screen patients using structured financing-readiness and benefits-eligibility questions
  • Educate potential patients on the client's non-surgical procedure offering in an educational, rapport-driven manner
  • Book qualified patients for clinical consultations with nurse practitioners

Post-Consultation Warm Handoff & Closing Support

  • Join the last 10 minutes of medical consultations conducted by nurse practitioners
  • Walk patients through next steps, payment logistics, and financing options
  • Schedule follow-up calls for patients with outstanding questions
  • Drive conversion from warm handoff to final payment and closing

Documentation, Systems & Metrics Tracking

  • Document all patient interactions in the company's EHR system (calls, texts, scheduling)
  • Maintain HIPAA-compliant workflows and data-handling protocols
  • Track consultation booking rate and warm-handoff close rate from Day 1
  • Collaborate with the team via Google Workspace (Google Chat as primary channel)

Requirements

Must-Have

  • 2+ years of US healthcare experience in a patient-facing role (intake, coordination, scheduling, patient services, telehealth support, or clinical)
  • Hands-on experience handling high-volume inbound patient calls and conducting scheduled video-based patient conversations
  • Demonstrated experience discussing payment, financing, or cost options directly with patients or customers
  • Proven experience working US business hours (ET/CT), including shift-based coverage
  • Proficiency with Google Workspace and EMR/EHR or comparable healthcare scheduling platforms
  • Ability to work on a MacBook within HIPAA-compliant workflows
  • C1+ English (CEFR) with a neutral accent for US patient-facing phone and video communication

Nice-to-Have

  • Exposure to GLP-1 programs, medical weight loss, bariatric, or obesity care patient populations
  • Spanish fluency in addition to English
  • RN, LPN, or other clinical credentials
  • Experience at a telehealth platform or cash-pay elective medical practice
  • Prior Sunday or non-traditional shift coverage experience

Benefits

  • Competitive Salary: Based on experience and skills
  • Remote Work: Fully remote—work from anywhere
  • Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
  • Generous PTO: In accordance with company policy
  • Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
  • Direct Mentorship: Guidance from international industry experts
  • Learning & Development: Ongoing access to resources for professional growth
  • Global Networking: Connect with professionals worldwide

Our Recruitment Process

  1. Application
  2. Screening
  3. Skills Assessment
  4. Topgrading Interview
  5. Client Interview
  6. Job Offer
  7. Client Onboarding

Ready to Join Us?

If you’re empathetic, organized, and passionate about improving patient experiences through operational excellence, this role is for you. Apply now to help make specialized healthcare more accessible to patients across the U.S.

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