New Client Coordinator

Job Description

The New Client Coordinator is a vital role within the Practitioner Branch. This position is focused on welcoming prospective clients, conducting discovery calls, and guiding them through the initial stages of their healing journey. The New Client Coordinator plays an integral part in connecting new clients with the right practitioner, inspiring hope for healing, and ensuring a smooth onboarding experience. Coordinators are expected to demonstrate empathy, compassion, and professionalism when communicating with clients, whether through email, phone, or Zoom. The New Client Coordinator plays an integral part in connecting new clients with the right practitioner, inspiring hope for healing, and ensuring a smooth onboarding experience. Coordinators are expected to demonstrate empathy, compassion, and professionalism when communicating with clients, whether through email, phone, or Zoom.

This position may be performed in-office or remotely, as all communications are conducted virtually. It is important that the Coordinator complete work in a timely manner with high attention to detail. As the New Client Coordinator will be working closely with other Specialists and Practitioners within the Practitioner Branch, they are expected to act respectfully and work as a team to help the entire branch succeed.

The areas listed below outline the main responsibilities of this role:

Discovery Calls:

  • Conduct initial phone or Zoom calls with potential clients to explain Spirit of Health’s mission, process, and services.

  • Inspire hope for healing through encouraging and compassionate communication.

  • Assess client needs and recommend the most appropriate practitioner or services.

  • Provide a clear, engaging overview of offerings, pricing, and next steps.

  • Answer questions related to services, labs, and treatment processes.

  • Encourage prospects to schedule an initial appointment.

Scheduling & Onboarding:

  • Schedule initial consultations and process payments for bookings.

  • Send new client paperwork promptly and ensure timely completion.

  • Confirm appointment details and follow up with reminders as needed.

  • Communicate with the client support team as needed to ensure smooth client hand-offs.

Client Care:

  • Show empathy and professionalism in all communications.

  • Answer questions about labs, natural treatments, and the healing process to the best of ability.

  • Connect with practitioners when specialized answers are required.

  • Provide reassurance and support, helping clients feel confident and cared for.

Inspiring Next Steps:

  • Help clients understand the value and benefits of beginning their health journey.

  • Encourage commitment to their first consultation in a way that feels natural, supportive, and aligned with Spirit of Health’s values.

  • Serve as a trusted guide who helps clients feel confident in taking their next step toward healing.

General Administration:

  • Maintain accurate client records and documentation.

  • Support the Practitioner Branch with administrative needs as requested.

Position Type:

Part-time position, approximately 20-30 hours per week.

Starting Pay:

Based on experience: $16-$18 an hour