Managed professional outreach and communication via direct messaging, assessing prospect fit based on ideal client criteria, readiness and engagement prior to scheduling discovery calls for health coaching programs. Coordinated calendars between prospects and the coach, ensuring timely follow-ups and guiding them through the initial stages of the enrollment process. Maintained and updated CRM records to ensure accurate pipeline tracking. Collaborated cross-functionally with marketing, sales team and CSM through regular meetings to align outreach strategies and prepared reports and insights to support planning and lead flow optimization.

Onboarded and trained 7 new hires, ensuring adherence to campaign processes. Reported operational contingencies and supported workflow optimization. Acted as a liaison between US clinic management and remote team to align on workflow and policy updates. Reviewed patient referrals and insurance eligibility. Conducted intake assessments based on medical questionnaires. Scheduled appointments according to clinical guidelines and provided detailed instructions on pre-procedure steps. Managed follow-ups to ensure appointment confirmation and attendance.

Monitored reservations, availability, and calendar accuracy through the Airbnb platform. Coordinated logistics and inventory management for property supplies and maintenance needs.

Managed a high volume of daily cases, providing billing, technical support, sales and translation services. Handled claims by meticulously reviewing case notes, analyzing past interactions and providing customers with well-informed, transparent solutions, coordinating with tier 2 support teams and external service providers to assist customers. Accurately documented cases and maintained records in internal systems.