Bilingual Patient Intake Sales Manager

Key Responsibilities

• Frontline Team Leadership
• Directly manage and coach 10–15 Patient Intake Coordinators in a remote environment
• Conduct regular 1:1s focused on performance, skill development, and goal attainment
• Set clear expectations and hold team members accountable to KPIs and quality standards
• Performance Coaching & Accountability
• Monitor daily, weekly, and monthly performance metrics including Ultrasounds Attended, appointments booked, conversion rates, productivity and efficiency (calls, handle time, etc.)
• Deliver timely actionable coaching based on call reviews, QA audits, and performance trends
• Implement and manage performance plans when expectations are not met.
• Patient Experience
• Ensure consistent adherence to PIC call quality standards, patient education requirements, and compliance expectations
• Coach reps to balance sales effectiveness with empathy and patient trust
• Reinforce high standards in patient communication, professionalism, and accuracy
• Execution of Strategy & Process
• Execute established sales processes, messaging, and workflows consistently across the team
• Support the rollout of new initiatives (CRM updates, call flows, messaging changes, tools) by reinforcing adoption at the rep level
• Identify process friction or training gaps and escalate feedback to leadership
• Scheduling & Coverage Support
• Partner with leadership to ensure adequate coverage during peak hours
• Help manage schedule adherence and real-time coverage needs
• Culture & Team Engagement
• Foster a positive, results-driven team culture centered on accountability, continuous improvement, and patient care
• Celebrate wins, reinforce standards, and address performance issues directly and constructively

Qualifications

• Bilingual requirement: Spanish and English
• 1+ years of experience managing or leading a customer-facing sales or intake team
• Direct people management experience, including coaching, performance management, and accountability
• Experience managing KPIs, QA standards, and productivity metrics
• Comfort operating in a fast-paced, high-volume, remote environment
• Strong communication skills with the ability to deliver clear, candid feedback
• Experience using CRM platforms (HubSpot preferred) or similar systems