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.
...are currently only hiring U.S. residents legally authorized to work in the United States with a Social Security Number. Not hiring in... ...competition, drives success. Why Join Us? Work from Anywhere: Home, caf, or anywhere you feel most productive. Flexible Schedule...
...Cosmetology or Barbering License through TDLR. Most of our stylists make $25-40/hr!! Hairstylist- $12-14 per hour starting BASE pay... ...learn more about our team! If you're passionate about hair and ready to grow with us, we want to hear from you! Competitive...
...hands-on learning experiences. About Betty Brinn Childrens Museum At Betty Brinn Childrens Museum, inspire wonder through play... ...driven team players who are passionate about early childhood education to help us achieve our mission of providing ALL children with high...
...California applicants: Please click here to review the Costco Applicant Privacy Notice. The jobs listed are examples of the typical kinds of positions that Costco may hire for when openings exist. The listing does not mean that any positions are currently open...
...Janitorial Position Part-Time (25 Hours/Week) We are currently seeking a reliable and detail... ...25 hours per week , with consistent evening shifts. Schedule: Monday through Friday... ...and commitment to quality Ability to work independently and reliably Must be...