Pre-Enrollment & Patient Engagement Specialist

Summary

Join Pearl Talent as a Pre-Enrollment & Patient Engagement Specialist and be the first point of contact for prospective patients, guiding them through the pre-enrollment process. This fully remote, full-time independent contractor role requires excellent communication skills and experience in healthcare coordination. You will manage patient intake, ensure accurate documentation, and build strong patient relationships. The position involves using CRM tools like Salesforce and HubSpot, and requires strong attention to detail. Pearl Talent offers retention bonuses, an annual retreat, and opportunities for professional growth. This role blends operational excellence with empathy and requires strong communication and problem-solving skills.

Requirements

• Excellent written and verbal communication skills in English (neutral accent preferred)
• Demonstrated experience in healthcare coordination, intake, or patient onboarding
• Proficiency in CRM tools such as HubSpot and Salesforce
• Comfort using dialers and SMS tools like OpenPhone or similar platforms
• Strong attention to detail and ability to track multi-step patient processes
• Ability to remain calm and solution-oriented in fast-paced, patient-facing situations

Responsibilities

• Reach out to inbound or referred patients via phone, SMS, and email to initiate pre-enrollment steps
• Guide patients through intake forms, pre-consult assessments, and onboarding processes
• Ensure all pre-enrollment documentation is completed accurately and on time
• Serve as a warm, informed first point of contact, making patients feel confident and supported
• Answer questions about the process and set expectations clearly and empathetically
• Act as a bridge between patient inquiries and clinical team readiness
• Update and maintain patient data in CRM and health system tools (e.g., Salesforce, HubSpot, EMR platforms)
• Track pre-enrollment funnel metrics, identify bottlenecks, and escalate issues proactively
• Collaborate with Flagler’s internal teams to optimize workflows and ensure patients move through the funnel efficiently

Preferred Qualifications

• Experience in telehealth, concierge medicine, or multi-provider practices
• Familiarity with HIPAA compliance and secure messaging standards
• Comfort working across digital platforms, including spreadsheets, Slack, AI chat interfaces, and dashboards

Benefits

• Fully remote
• Generous PTOs and sick leave
• Direct Mentorship: Grow through guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Work and connect with professionals around the world