Since 2002, Performance Optimal Health has redefined what outpatient care looks like-bridging clinical expertise with a whole-person, proactive approach to health. Grounded in our signature Four Pillars: Exercise, Nutrition, Recovery, and Stress Management.  At Performance, we take a holistic approach to health and recovery, empowering clients to live better lives. Each client undergoes a personalized Optimal Health Assessment, allowing us to tailor their care plan using a variety of our services. These services are built around the Four Pillars of Optimal Health: exercise, nutrition, recovery, and stress management. Our highly trained professionals across all four pillars make each client’s journey their top priority.

Key Responsibilities 

• Act as a brand ambassador, well-versed in our history, services, brand standards, programs, and pricing. 

• Manage first impressions, including greeting clients, providing site tours, answering phone calls, and responding to email requests. 

• Ensure client preparedness for appointments by verifying insurance benefits, collecting co-payments, and updating records in electronic medical record (EMR) systems. 

• Address client inquiries, feedback, and concerns promptly, escalating when necessary. 

• Perform general administrative tasks such as data entry, scheduling, and document management (print/fax/scan). 

• Promote additional services and products to enhance client engagement with the Performance Optimal Health model. 

• Maintain a clean, organized, and welcoming workspace with attention to detail. 

• Collaborate cross-functionally with all departments to ensure efficient operations and a high-quality client experience. 

• Utilize and manage data in customer relationship management (CRM) and EMR systems (e.g., Optimis, Duxware) with accuracy. 

• Communicate professionally with clients, clinical staff, and internal teams using Microsoft Teams and other channels.
• Part-time, 7am-4pm Saturday and Sunday with potential to expand if desired.

Requirements

Qualifications:

• Exceptional customer service skills and a passion for client care. 
• Strong organizational, analytical, multitasking, and communication abilities. 
• Experience with Apple and Windows products, Microsoft Teams, and relevant software. 
• Familiarity with EMR and CRM systems. 
• Ability to manage multiple situations with poise and confidence. 
• Self-starter with a strong work ethic and openness to new ideas. 

Bonus Skills:

• Associate degree in a related field. 
• Experience with Mindbody Online, Prompt, or Duxware systems. 
• Proficiency in calendar management and scheduling. 

Benefits

This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department. All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States.