Part-Time Lead Follow Up Representative

2 days ago

Manila, National Capital Region, Philippines NotDisclosed Full time

Lead Follow-Up Representative – Job Responsibilities

1. Lead Management & Outreach

  • Proactively contact warm leads through phone, email, text, or CRM messaging to encourage appointment scheduling or service engagement.
  • Conduct timely follow-ups with all incoming leads to maintain a consistent touchpoint schedule.
  • Qualify leads based on set criteria and route them appropriately to the correct department or service line.

2. Customer Engagement & Communication

  • Provide clear, friendly, and professional communication to potential clients, answering basic questions about services, scheduling, and next steps.
  • Build rapport with prospects to strengthen interest and increase conversion rates.
  • Document all interactions in the CRM accurately and promptly.

3. Scheduling & Coordination

  • Assist leads in scheduling appointments, consultations, or intake calls.
  • Follow up on missed appointments or incomplete forms and guide leads through the completion process.
  • Collaborate with the front desk, clinicians, or billing teams to ensure smooth handoff.

4. Tracking & Reporting

  • Maintain and update lead pipelines to reflect statuses, outcomes, and follow-up schedules.
  • Prepare daily/weekly/monthly reports on lead conversion, follow-up performance, and trends.
  • Identify patterns in lost leads and offer suggestions for improvement.

5. Process Improvement & Compliance

  • Follow organizational scripts, guidelines, and compliance requirements (HIPAA, confidentiality, etc.).
  • Suggest workflow enhancements to improve follow-up efficiency and conversion rates.
  • Stay updated with company services, insurance information, and process changes to provide accurate information.

6. Performance & Team Collaboration

  • Meet or exceed follow-up productivity and conversion goals.
  • Work closely with supervisors, marketing, and operations teams to ensure alignment on lead-handling strategies.
  • Assist with special projects or campaigns involving client outreach or lead nurturing.

Benefit

  • We offer performance based bonuses.

Qualifications:

  • 3-5 years' experience working as a Virtual Assistant from home
  • 2-3 years working as an administrative assistant and or a Front Desk Coordinator.
  • Must be able to perform in high volume, stressful, very busy office.
  • Must be able to accept constructive feedback.
  • Excellent customer service and amazing telephone etiquette.
  • Excellent English
  • Proficient in Ehr systems
  • Must be a team player
  • Must be a subject matter expert in Front Desk Administration
  • Must be a fast learner

Requirements:

  • Must provide a letter of employment from previous employer.
  • Must have a fast and reliable internet speed
  • Must have 2 screens
  • Must have a power backup or willing to go to a co-working space
  • Must have a back up internet.
  • Must have your home office set up in a HIPAA Compliant space.

Job Type: Part-time

Pay: From Php32,158.50 per month

Benefits:

  • Paid training
  • Pay raise
  • Work from home

Work Location: Remote

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