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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.