Onboarding Specialist – Job Description

Employment Type: Full Time
 Entry / Associate
Remote, USA

Who We Are:  

Herself Health is an Advanced Primary Care practice for women 65+ enrolled in Medicare and  Medicare Advantage plans. The concept was born out of a need to significantly improve the delivery and quality of primary care provided to this population and solve common challenges with the delivery of healthcare today, such as long wait times, rushed appointments, and care that is generalized, rather than personalized. We have a focus on women’s issues later in life (Bone loss, weight fluctuation, changes in mental, social and emotional health). The concept and development of this company has been led by a successful venture-backed team and board with a well-established record of building “best-in-class” companies. The Twin Cities Metro area of Minneapolis and St Paul, MN is the location for the company’s clinical launch.  

What We Do:   

At Herself Health, we believe in taking a bold approach to the care of women in their most self-defining years. From their mid-60’s, as they age, women may finally have the luxury of time for self-care, self-reflection, and self-discovery. They often find a renewed purpose in life and can truly tap into the wellspring of wisdom and resilience they have built, allowing them to live their lives as fully as they aspire. We believe that trusted relationships are nurtured through effective communication and a sense of enduring connection. We use a team approach to care. As a highly trained and experienced group of professionals, we delight in working closely with each other, our patients, their loved ones, families, and caregivers. We work hard to maximize overall wellness, preserve function, optimize health, and help each woman age with dignity and grace. Our team of experts aims to elevate our patients’ experience of healthcare by providing evidence-based, whole-person, coordinated, timely, cost effective, and values-centric care. We espouse a joyful, respectful, non-discriminatory, and non-judgmental approach to every interaction, whether with our patients or among ourselves.  


Onboarding Specialist (Remote) Role:  

We are looking for a talented Onboarding Specialist to join Herself Health and become a crucial member of our Growth Team. As an Onboarding Specialist, you will be tasked with driving new patient growth through inbound and outbound calls to new leads. You will be the first interaction potential patients have with Herself Health and will represent our values and mission to improve women’s health. As such, it is important for you to have excellent communication and interpersonal skills, as well as a strong commitment to our mission.

A successful Onboarding Specialist will have a strategic and results-driven approach to their work. They will be able to analyze data, identify areas for growth, and develop targeted outreach plans to achieve their goals.  

Core Responsibilities: 

  • Make outbound calls to potential patients to introduce our products and services 
  • Answer inbound Sales calls to our contact center and schedule visits 
  • Build rapport with patients and identify their needs and preferences
  • Provide information about our products and services to patients and answer their questions
  • Nurture leads to close
  • Achieve monthly and quarterly sales targets
  • Keep accurate records of customer interactions and sales activities in our CRM system
  • Collaborate with the sales team to develop and implement sales strategies
  • Participate in training and coaching sessions to improve sales skills and product knowledge
  • Provide excellent customer service and ensure patient satisfaction 

Metrics of Success:  

  • Close Rate on New Leads 
  • Scheduled Visits per month / quarter
  • Customer Satisfaction 

Must-have Experience: 

  • Strong verbal communication skills and the ability to persuade and influence others 
  • Excellent interpersonal skills and the ability to build rapport with patients 
  • Proven sales experience in a call center or similar environment
  • Ability to work well in a team and collaborate with others to achieve goals
  • Self-motivated and results-oriented with a strong work ethic
  • Ability to multitask and manage time effectively
  • Familiarity with CRM systems (Salesforce is preferred)
  • Ability to work in a fast-paced and dynamic environment 

Nice to have experience:   

  • Experience with senior population preferred  
  • Healthcare knowledge a plus 

We support Equal Employment Opportunities (EEO). We are committed to an inclusive workplace. We do not discriminate on the basis of race, religion, color, national origin, gender identity or expression, age, marital status, veteran status, disability status, parental status, political affiliation, or any other status protected by federal, state, or local laws.