Job Description
Work From Anywhere in LATAM or the Philippines
Work Schedule: CST │ 9:00 AM – 5:00 PM (Monday–Friday)
About Pearl Talent
Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund.
Hear why we exist, what we believe in, and who we’re building for:
Watch here: https://www.loom.com/share/863b8e426e6d48309aa8f4ea4c1c94cd
About the Client
An early-stage AI healthtech company is building a clinical co-pilot platform for urgent care practices across the US, and is hiring a Patient Referral Coordinator to take on the human side of its patient referral outreach.
The company’s platform flags care gaps in real time and is scaling quickly across its network of urgent care clinics — this is the company’s first hire dedicated to this function, with referral outreach currently handled directly by the founding team.
About the Role
As Patient Referral Coordinator, you’ll call patients flagged by the platform for specialist follow-up, explain in plain language why the referral matters, address questions or hesitations, and help them book their next appointment — either directly or via follow-up text, email, or voicemail. The role starts light and is expected to scale over the coming months as referral volume grows; success is measured by booking conversion rate and how quickly you respond to new referral notifications.
Core Responsibilities
Patient Outreach & Booking
- Call referral-eligible patients flagged by the platform, starting at approximately 5 patients per day and scaling over time
- Explain in plain language why a specialist referral is needed based on the patient’s care gap
- Address patient objections and questions with empathy, guiding them toward booking without pressure
- Book appointments directly through the internal dashboard or coordinate with the patient’s preferred provider
- Maintain a booking conversion rate of 80%+ across all eligible patients contacted
Follow-Up & Patient Communication
- Leave voicemails and send text/email follow-ups for patients who don’t answer on the first attempt
- Re-contact patients from previous days who have not yet booked
- Research and answer patient questions about insurance, logistics, or referral reasoning
- Escalate clinical questions outside scope to the appropriate internal contact
Dashboard & Compliance
- Review overnight patient notifications each morning via the internal dashboard
- Update patient status (booked, no answer, declined, follow-up needed) using the platform’s workflow tools
- Access and review medical record summaries to understand patient context before calling
- Handle Protected Health Information (PHI) in accordance with HIPAA and company data protocols
- Maintain accurate documentation of all patient interactions
Requirements
Must-Have
- 2+ years of experience in patient-facing healthcare coordination, medical customer service, or healthcare BPO roles involving outbound phone communication
- Demonstrated experience with objection-handling or conversion-focused communication (e.g., appointment-setting, booking rate metrics, or persuasion-based customer service)
- Experience working directly with US-based patients, clients, or customers by phone
- C2 CEFR English fluency (near-native, unobstructive accent for US patient-facing calls)
- Experience navigating CRM, scheduling, or patient management dashboards
- Demonstrated ability to work independently with minimal supervision (e.g., small-team, startup, or remote BPO environment)
- Availability to work 9:00 AM–5:00 PM Central Time
Nice-to-Have
Spanish-English bilingual fluency (B2+ CEFR Spanish)
Familiarity with medical terminology, ICD diagnosis codes, or insurance verification processes
Prior HIPAA or PHI handling training
Experience in an early-stage startup or fast-scaling, low-structure environment
Competitive Salary: Based on experience and skills
Remote Work: Fully remote—work from anywhere
Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
Generous PTO: In accordance with company policy
Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
Direct Mentorship: Guidance from international industry experts
Learning & Development: Ongoing access to resources for professional growth
Global Networking: Connect with professionals worldwide
Our Recruitment Process
- Application
- Screening
- Skills Assessment
- Topgrading Interview
- Client Interview
- Job Offer
- Client Onboarding
Ready to Join Us?
If you’re empathetic, organized, and passionate about improving patient experiences through operational excellence, this role is for you. Apply now to help make specialized healthcare more accessible to patients across the U.S.
