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.
...Requisition ID:907023 Store #:004051 Target Optical Position:Full-Time Total Rewards:Benefits/Incentive Information At Target Optical, we love the neighborhoods we belong to and that's why we care for them. By listening and building relationships with one another, we...
...Independent Sales Agent Location: Remote Position/Work from Home Job Type: Full-Time/Part-Time/Uncapped Commission-Based About... ...commission structure with potential for bonuses Flexible work schedule (remote position) Comprehensive training and...
Our Facility is seeking a Gastroenterologist to provide full-time services.Mix of Clinic and OR/Procedures (only 2-half days in Clinic per week). GI Leadership opportunity available, if desired. Option for Temp-to-Perm. Newly renovated Clinic Office on Hospital Campus. ...
Interested in managing the advertising efforts for a community newspaper? Experienced in project management/advertising/media? Want to work early mornings and be done for lunch and a free afternoon?Verican is a technology company that provides advertising revenue solutions...
...experienced team of physicians and advanced practice providers. This role offers a supportive environment with both in-person and telemedicine visits, competitive compensation, and meaningful opportunities for growth as the practice expands into new locations....