Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relationship Specialist

$24 - $30 per hour

MD² Concierge Medicine

Client Relationship Specialist

MD² (MD Squared) is hiring a remote Client Relationship Specialist to join our corporate team. This is a consultative sales role focused on helping prospective patients find the right physician while delivering an exceptional experience from their first conversation through enrollment.

You enjoy building relationships, asking thoughtful questions, and helping people make important decisions. You're comfortable managing multiple conversations at once, keeping an organized sales pipeline, and using a CRM to stay on top of leads and follow ups.

Working closely with our physicians and clinic staff, you will guide prospective patients through the enrollment process, coordinate introductions, and ensure every interaction reflects the personalized service that defines MD².

You have at least three years of experience in business development, inside sales, account management, or another customer facing sales role. You're motivated by results, communicate with confidence, and take pride in creating a high quality customer experience.

MD² is the leader in Concierge Medicine. MD² has been recognized as the most respected and exclusive group of concierge medical practices since its founding in 1996. Today, we have elite concierge medical practices across the country, specifically designed to address the unique and inherent lifestyle demands of a high-net-worth patient population.

Our philosophy is simple. Exceptional medicine starts with an exceptional experience. Every member of our team plays an important role in delivering that experience to our patients and physicians every day.

As we expand luxury concierge medical practices across the country, you will serve as the first point of contact for prospective patients, managing a pipeline of leads from initial inquiry through enrollment in partnership with the physicians. You will educate prospective patients about MD², understand their healthcare goals, answer questions, coordinate introductions, and partner with physicians to move each opportunity through the enrollment process.

Using HubSpot, you will manage your pipeline, document activity, prioritize follow up, and help improve conversion rates while providing a white glove experience throughout the process.

• Manage prospective patients through the full sales cycle from initial inquiry through enrollment.

• Build relationships with prospective patients and recommend the physician who best fits their needs.

• Educate prospective patients on the value of concierge medicine and confidently answer questions throughout the sales process.

• Partner with physicians and practice teams to coordinate referrals and introductions.

• Maintain regular communication with prospective patients and physicians to keep opportunities moving forward.

• Manage all prospect activity and follow up in HubSpot CRM.

• Monitor your pipeline and consistently follow up to achieve enrollment goals.

• Identify opportunities to improve sales processes and the overall patient experience.

• Represent the MD² brand with professionalism, discretion, and exceptional service.

Location: Remote

Pay: $24 - $30 / hour depending on experience + variable bonus structure

Schedule: Monday–Friday, 40 hours per week. This position will be scheduled within our team's 5:00 AM–5:00 PM Pacific Time (8am-8pm ET) coverage window, with early morning availability required. The initial schedule is expected to be an early-shift schedule, with exact hours determined based on team coverage and business needs, which is subject to change.

Travel: Semi-Annual travel to Bellevue, WA for team meetings and workshops as needed

Requirements

Qualifications:

• Three or more years of experience in business development, inside sales, account management, or a similar sales role.

• Experience managing a sales pipeline and consistently moving opportunities through the sales process.

• Proven success meeting sales, conversion, or enrollment goals.

• Experience using a CRM to manage leads and track sales activity. HubSpot experience is preferred.

• Strong communication and relationship building skills.

• Highly organized with excellent attention to detail.

• Able to prioritize multiple tasks in a fast paced environment.

• Self motivated and comfortable working independently in a remote setting.

• Professional, dependable, and collaborative.

• Proficient in Microsoft Office.

• Ability to maintain strict patient confidentiality.

Education and Experience:

• Bachelor's degree preferred.

• Experience in luxury hospitality, luxury retail sales, membership organizations, healthcare, or other high touch service industries is preferred.

• Concierge or membership based service experience is a plus.

• Equivalent combinations of education and experience will be considered.

For Your Hard Work:

• Competitive salary plus bonus opportunity

• Employer paid medical and dental benefits

• Paid time off

• Professional development reimbursement

• Company paid training and certifications

MD² is an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants without regard to race, religion, color, sex, gender, national origin, age, sexual orientation, disability or veteran status, among other factors.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Specialist in United States vacancy
  • Client Relationship Specialist Job in Detroit, MIClient Relationship Specialist in Detroit, MIWe are seeking a talented individual to fill the position of Client Relationship Specialist in Detroit, MI.Responsibilities:Responsible for managing client relationships and ensuring... 
    Suggested

    Gables Search Group

    Detroit, MI
    1 day ago
  • Req ID: 78587Location: Houston -HOUSAreas of Interest: Client Relationship Support; Commercial Banking, Energy; Commercial Banking, Syndications...  ..., skills, and abilities to us as a Client Relationship Specialist II. You'll be positioned for a great career!Job... 
    Suggested

    Bank of Oklahoma

    Houston, TX
    4 days ago
  •  ...Remote Client Relationship Specialist | Customer Service & Benefits Company: AO – Globe Life Work Arrangement: 100% Remote | U.S. Residents Only Schedule: Flexible Experience: Entry-Level Welcome | Training & Mentorship Provided Work From Home. Build... 
    Suggested
    Hourly pay
    Weekly pay
    Full time
    For contractors
    Remote work
    Work from home
    Flexible hours

    Globe Life AIL - Lisa Russel

    Madison, WI
    15 days ago
  • Charles Schwab is hiring a Client Relationship Specialist to support branch operations and deliver an unparalleled client experience under the guidance of the Branch Manager and Client Relationship Manager. You will leverage your customer service experience to understand... 
    Suggested

    Charles Schwab

    Seattle, WA
    5 days ago
  • Morgan Stanley in Toms River is looking for a Client Relationship Analyst to provide exceptional client service and support our Financial Advisors. The ideal candidate will build trusted relationships, assist with daily client needs, and collaborate with teams on various... 
    Suggested

    Morgan Stanley

    Toms River, NJ
    4 days ago
  • A leading financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional support to clients and Financial Advisors. The role focuses on building client relationships, executing transactions, and managing client account details. Candidates... 
    Work at office

    PowerToFly

    West Des Moines, IA
    4 days ago
  • $19 - $22 per hour

     ...Client Relationship Specialist - Bi-lingual Spanish/English Speaking Pay: $19.00 - $22.00 per hour HomeCentris is a leading provider of personal home care services dedicated to improving the quality of life for our clients. We offer compassionate and professional... 
    Hourly pay
    Full time
    Work at office
    Shift work
    Day shift

    HomeCentris Healthcare LLC

    Owings Mills, MD
    5 days ago
  •  ...these questions then you should come work with us. Here at FASTSIGNS we pride ourselves in the services we provide our clients (our client relationships), as well as, the growth we foster in our team members relationships and professional abilities. We are committed to... 

    FastSigns

    Wappingers Falls, NY
    1 day ago
  •  ...identifying opportunities to better protect what matters most to them? The Abbie Davis Tanner Agency is looking for a Client Relationship Specialist who thrives on delivering exceptional customer service while building lasting relationships and helping clients discover... 
    Flexible hours

    Abbie Davis Tanner Agency, Inc.

    Denver, CO
    2 days ago
  • $75k - $95k

     ...Client Relationship Specialist Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as... 
    Work at office

    Mesirow Financial

    Highland Park, IL
    2 days ago
  • $41.71k - $65k

     ...and service performance targets against plans. Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing... 
    Part time
    Work at office
    Local area

    Bmo

    Onalaska, WI
    4 days ago
  •  ...Make an impact. Build relationships. Grow your career. Jacksonville, FL | Onsite At Brightway, our Engagement Center is at the heart of the client experience. As a Client Relationship Specialist , you'll be a trusted resource for clients and Agency Ownershelping... 
    Temporary work

    Brightway Insurance

    Jacksonville, FL
    1 day ago
  •  ...seeking a part-time retail associate at Store 00109 Plano, TX to deliver exceptional customer experiences and build lasting client relationships. You will work in a fashion-forward environment, helping clients with styling and product recommendations while representing... 
    Part time
    Weekend work
    Afternoon shift

    KnitWell Group

    Plano, TX
    1 day ago
  • $15 - $43.27 per hour

    A financial services firm is seeking a Client Relationship Analyst in Worcester, MA. The role requires exceptional organizational and interpersonal skills to support Financial Advisors and clients in various capacities, including managing communications and assisting with... 
    Hourly pay
    Work at office

    PowerToFly

    Worcester, MA
    4 days ago
  • Bank of Hawaii in Honolulu seeks a motivated IS Administrative/Relationship Manager to administer institutional accounts, oversee support...  ...will coordinate with operations, support sales goals, present to client groups, maintain relationships, and ensure timely, compliant... 

    Bank of Hawaii

    Honolulu, HI
    3 days ago
  • PowerToFly is hiring a Client Relationship Analyst in Indianapolis, Indiana. This role involves providing exceptional service to clients and supporting Financial Advisors through daily interactions. Key responsibilities include cultivating client relationships, executing... 
    Work at office

    PowerToFly

    Indianapolis, IN
    2 days ago
  • Morgan Stanley seeks a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors. You will handle money movements, account inquiries, onboarding, and education on digital tools, while maintaining client relationships and... 

    Morgan-Stanley

    Chicago, IL
    3 days ago
  • A leading financial services firm in Oak Brook is seeking a Registered Client Relationship Analyst to provide excellent client service, support Financial Advisors and maintain client relationships. The ideal candidate will have strong interpersonal and organizational skills... 

    PowerToFly

    Oak Brook, IL
    4 days ago
  •  ...products, or service activities with the customer service team. The role aims to foster relationships with customers to build loyalty and increase sales to individual consumer clients. The position includes responsibilities in handling small business referrals, coaching... 

    Citi

    Port Washington, NY
    5 days ago
  • $60k

    Client Relationship & Sales Specialist Body Moksha Physical Therapy Chatham, NJ | Hybrid Schedule | Full‑Time $60K+ First‑Year Earning Potential, Base + Performance Bonuses Help people take the first step toward getting out of pain and back to the life they love. At... 
    Full time
    Local area

    Body Moksha Physical Therapy

    Chatham, NJ
    3 days ago
  • WesBanco is seeking a Client Relationship Officer to deliver exceptional service and operational support in our Wexford, PA location. This full-time, in-office role coordinates account operations and liaison activities between clients, associates, and internal partners... 
    Full time
    Work at office

    WesBanco

    Wexford, PA
    3 days ago
  • WesBanco is seeking a Client Relationship Officer to support the line of business by delivering exceptional service and operational support to associates and clients. This role manages client requests, facilitates account operations, and ensures accuracy and documentation... 

    WesBanco

    Uniontown, OH
    1 day ago
  • $24.81 - $41.35 per hour

     ...Commercial Sales Team by performing a wide variety of advanced tasks to ensure a seamless client experience, with the objective of building and maintaining a comprehensive client relationship. Requires superior organizational skills, attention to detail, and the ability to... 
    Hourly pay
    Work experience placement
    Work at office
    Local area
    Remote work
    Work visa
    Flexible hours

    Fulton Bank

    Cockeysville, MD
    4 days ago
  • WesBanco is seeking a Client Relationship Officer in Pittsburgh to support commercial lending clients and ensure accurate documentation and seamless service. The role focuses on relationship management and servicing portfolios. This full-time, in-office position located... 
    Full time
    Work at office

    RadNet, Inc.

    New York, NY
    3 days ago
  • Talbots in Charlotte, NC is seeking part-time sales associates to deliver exceptional customer experiences and build lasting relationships. The role requires friendly, professional individuals who can adapt to a flexible schedule including evenings and weekends. Store 0... 
    Full time
    Part time
    Flexible hours
    Afternoon shift

    KnitWell Group

    Charlotte, NC
    1 day ago
  •  ...meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your... 
    Local area

    Charles Schwab Inc.

    Birmingham, MI
    1 day ago
  • $47.84k - $54.08k

     ...Client Relationship Specialist Plano, Texas | Full-Time | In-Office Position Have you ever worked for a financial institution and are looking for a great opportunity with a growing company? HNS Recovery is seeking a professional, organized, and customer-focused... 
    Full time
    Work at office
    Monday to Friday

    Hide and Seek Recovery

    Plano, TX
    2 days ago
  •  ...Your Opportunity At Schwab, you're empowered to make a meaningful impactfor clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized, high-quality client experience while supporting the operational... 
    Flexible hours

    Charles Schwab Inc.

    Upland, CA
    3 days ago
  •  ...opportunity to work with a dynamic team supporting multi-national clients across all industries around the world? The Career –...  ...the client’s business and industry, to strengthen the client relationship, and to retain and identify opportunities to grow the account.... 
    Contract work
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week
    Louisville, KY
    16 days ago
  •  ...Job Description Job Description Description: Job Description: Client Relationship Specialist (Full-Time) Position Overview: We are seeking a highly motivated and detail-oriented Client Relationship Specialist (CRS) to join our team at OnePoint BFG. The... 
    Full time
    Contract work
    Work at office

    OnePoint BFG Wealth Partners

    Parsippany, NJ
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Specialist. Be the first to apply!