- Engage inbound prospective customer leads and deliver responsive outreach to enroll clients.
- Own the end-to-end client onboarding journey and foster strong relationships.
- Conduct proactive outreach to expectant parents via phone, video, text, and messaging.
- Collaborate with families to outline goals and translate health objectives into care plans.
- Manage end-to-end doula contracting and provide ongoing account management.
- Serve as the first point of contact for clients and providers, responding to inquiries promptly.
- Coordinate and schedule clinical appointments for maternal health services.
- Maintain meticulous documentation of patient records, consent forms, and financial details.
- Participate in an on-call weekend rotation approximately every 5-7 weeks.
Customer SuccessAccount ManagementCRM