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Client Relationship, Sales Specialist
BODY MOKSHA PHYSICAL THERAPYClient Relationship & Sales Specialist at Body Moksha Physical Therapy helping patients with specialized care. Engaging with leads through warm communication and building trust for confident decision-making.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and relationship-building skills to effectively engage with prospective patients and guide them through the decision-making process. Proficient in managing leads and utilizing CRM and EMR systems to maintain organized records and follow-ups.
Highest-signal resume keywords
Inside Sales ExperiencePatient CoordinationLead ManagementCRM ProficiencyHealthcare Sales Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Appointment SettingLead TrackingDiscovery ConversationsFollow-Up ManagementDocumentation Skills
Soft Skills
Trust BuildingClear CommunicationAdaptabilityCoachable AttitudeOrganizational Skills
Tools & Technologies
Google SuiteGoogle SheetsCRM SystemsEMR SystemsVoIP Phone System
Industry Keywords
B2C SalesHealthcare WorkforceCash-Based Physical TherapyPatient EngagementLead Conversion
Tech Stack
Tools & technologiesVoIP
About the role
Key responsibilities & impact- Call, text, and email warm leads from Google, Facebook, website inquiries, referrals, workshops, and social media
- Respond to new inquiries quickly and professionally
- Conduct discovery conversations with prospective patients
- Book qualified evaluations with the clinical team
- Follow up consistently with leads who are not ready to schedule right away
- Send information and next steps clearly and professionally
- Keep every lead, conversation, and next step documented
- Make sure no prospective patient falls through the cracks
- Ask strong questions to understand each person’s pain, goals, concerns, and motivation
- Build trust through clear, warm, and confident communication
- Help prospective patients understand the value of specialized, cash-based physical therapy
- Talk through common concerns around cost, time, insurance, and uncertainty
- Guide people toward a confident decision without using pressure or fear-based tactics
- Maintain accurate lead records in the CRM, Google Sheets, EMR and other tracking tools
- Schedule appointments in the EMR system
- Track follow-ups, next steps, lead status, and appointment outcomes
- Keep the pipeline organized and current
- Communicate clearly with the team about patient questions, concerns, and expectations
- Help improve patient communication systems as the practice grows
- Support local workshops or community events
- Represent Body Moksha professionally in live or in-person environments
- Help create a warm, trustworthy first impression of the practice
- Strengthen relationships with prospective patients and referral sources
Requirements
What you’ll need- Have at least 1 year of inside sales, phone-based appointment setting, admissions, patient coordination, client success, healthcare sales, or B2C sales experience
- Have a healthcare workforce background
- Are comfortable calling, texting, emailing, and following up with prospective clients or patients
- Can build trust quickly over the phone
- Are confident speaking with people about sensitive health concerns
- Can talk about price, value, and premium care without sounding apologetic or pushy
- Are organized enough to manage multiple leads, systems, notes, and follow-up tasks
- Are comfortable using tools like Google Suite, Google Sheets, CRMs, EMRs, VoIP Phone System, and other lead tracking systems.
- Like having clear goals and knowing what success looks like
- Are coachable, adaptable, and excited to grow with a company that is building for the future
Benefits
Comp & perks- Paid time off
- Medical benefits
- IRA matching
- Hybrid schedule based in Chatham, NJ
- Ongoing mentorship and structured coaching
- Supportive, low-drama, mission-driven team environment
- Opportunity to grow as Body Moksha expands