Bilingual Sales Development Representative

About the role

You own the end-to-end management of inbound patient conversations from initial contact through confirmed appointment booking across a nationwide network of clinics. You diagnose patient symptoms over the phone, translate medical terminology into clear treatment expectations, and navigate complex insurance requirements to eliminate barriers to care. This role demands a consultative mindset where you educate, reassure, and guide individuals struggling with vein disease toward decisive action. You are accountable for maintaining a patient-first tone that balances empathy with the urgency of medical symptoms. Every call you handle directly contributes to the clinic's revenue pipeline and the patient's quality of life. You document each interaction with precision in electronic medical records to ensure continuity of care. Your success is measured by the number of qualified appointments you secure and the satisfaction you deliver to prospective patients. You act as the bridge between the clinical expertise of the physicians and the patient's personal health journey.

Key facts

What you'll do

Schedule and confirm patient appointments for vein evaluations and ultrasounds by managing a high volume of incoming calls.

Screen prospective patients to verify medical necessity and eligibility based on established clinic protocols and symptom criteria.

Navigate insurance authorization processes by gathering documentation and communicating with providers to secure pre-approval for procedures.

Educate patients on vein treatment options, recovery timelines, and expected outcomes to reduce anxiety and increase conversion rates.

Utilize CRM software to update patient records, track communication history, and monitor the status of each lead through the sales funnel.

Identify and escalate complex cases to clinical supervisors or physicians when symptoms indicate urgent or specialized care requirements.

Collaborate with marketing teams to analyze call patterns and refine messaging that resonates with individuals suffering from chronic vein issues.

Maintain strict compliance with healthcare regulations and data privacy standards during every patient interaction.

Convert inbound inquiries into confirmed appointments by overcoming objections related to cost, recovery time, and procedure risks.

Demonstrate strong active listening skills to extract detailed symptom descriptions that inform the appropriate clinical pathway.

Balance multiple concurrent calls and follow-up tasks while maintaining a high standard of accuracy and professionalism.

Serve as the primary point of contact that shapes the patient's first impression of the Metro Vein Centers brand experience.

Adapt communication style to match diverse patient personalities, cultural backgrounds, and levels of health literacy.

Monitor key performance indicators such as call resolution time, appointment conversion rate, and patient satisfaction scores.

Contribute to continuous improvement initiatives by sharing insights from patient interactions that can enhance care delivery and retention.

Requirements

You must possess a deep understanding of healthcare workflows and the ability to apply them in a fast-paced call center environment.

You must demonstrate confidence navigating insurance barriers and prior authorization requirements specific to vascular treatments.

You must have prior experience converting calls into booked visits within a medical, urgent care, or dental practice setting.

You must be fluent in both English and Spanish, capable of conducting professional conversations in both languages with equal proficiency.

You must have a proven track record of working with Electronic Medical Record systems to accurately document patient interactions.

You must exhibit strong verbal communication skills that convey clarity, empathy, and authority during patient conversations.

You must be comfortable working independently with minimal supervision while managing a high volume of daily call quotas.

You must have a high tolerance for handling sensitive medical topics such as pain, mobility issues, and chronic conditions.

You must be detail-oriented to ensure that patient information, insurance details, and appointment times are recorded without error.

Practical notes

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