CLINIC SALES MANAGER & PATIENT SUCCESS DIRECTOR Bloom Pelvic Health & Wellness | Needham, MA
About Us
Bloom Pelvic Health & Wellness is a specialized women's health and pelvic wellness practice dedicated to helping women through pregnancy, postpartum recovery, pelvic floor dysfunction, core rehabilitation, wellness, and longevity.
We combine evidence-based physical therapy, hands-on manual treatment, education, and our proprietary Bloom Method to deliver exceptional outcomes and a premium patient experience.
We are seeking a Clinic Manager & Patient Success Director who can lead operations, drive patient conversions, oversee team performance, manage CRM systems, and help scale the business.
This is not an administrative position.
This is a leadership role for someone who thrives on ownership, accountability, sales, systems, team development, and creating an exceptional patient experience.
Position Summary
The Clinic Manager & Patient Success Director is responsible for the overall success of the clinic's daily operations and growth.
You will oversee scheduling, Phone Systems Handling , patient experience, staff management, CRM systems, sales performance, retention, and revenue-driving activities.
Your mission is simple:
- Keep the schedule full
- Convert leads into patients
- Improve patient retention
- Reduce cancellations and no-shows
- Support providers and staff
- Build systems that scale
- Deliver an exceptional patient experience
- Help drive sustainable business growth
Key ResponsibilitiesOperations & Leadership
- Oversee daily clinic operations and workflows
- Manage front desk staff and administrative team members
- Lead team meetings and staff accountability
- Create, document, and improve operational systems and procedures
- Ensure smooth clinic flow and provider support
- Manage clinic transitions, logistics, and growth initiatives
- Solve operational problems before they impact revenue or patient experience
- Maintain accountability around clinic goals and performance metrics
Patient Experience & Retention
- Ensure every patient receives a premium experience
- Manage patient communication and follow-up systems
- Address patient concerns professionally and efficiently
- Improve patient retention and completion of care plans
- Implement systems that strengthen patient engagement and continuity of care
- Monitor patient satisfaction and service quality
CRM Management & Systems
- Own and manage the clinic CRM platform
- Maintain and optimize lead management systems
- Track all incoming leads and patient inquiries
- Build and manage automated workflows, nurture campaigns, reminders, and follow-up sequences
- Monitor lead pipelines and ensure timely follow-up
- Develop patient reactivation campaigns
- Maintain accurate reporting dashboards and business metrics
- Ensure no qualified lead is lost due to lack of follow-up
Sales & Patient Conversion
- Conduct consultation calls with prospective patients
- Convert inquiries into scheduled evaluations
- Educate prospective patients on services, treatment plans, and value of care
- Handle pricing conversations confidently and professionally
- Overcome objections while maintaining a patient-centered approach
- Follow up with prospective patients who have not scheduled
- Improve lead-to-evaluation conversion rates
- Improve evaluation-to-plan-of-care conversion rates
- Support conversion of higher-value wellness and treatment programs
- Train staff on patient communication, sales processes, and scheduling best practices
- Ensure a consistent and effective patient sales journey
Marketing & Referral Growth
- Track referral sources and referral relationships
- Support community outreach initiatives
- Coordinate workshops, events, and wellness programs
- Assist with local marketing efforts and strategic partnerships
- Monitor marketing performance and lead generation metrics
- Support business growth initiatives that increase patient volume
Administrative & Financial Oversight
- Oversee scheduling systems and patient databases
- Manage billing coordination and patient account communication
- Ensure HIPAA compliance and operational standards
- Maintain accurate patient records and reporting systems
- Monitor provider schedules and clinic utilization
- Support financial tracking and operational reporting
Performance Expectations
Success in this role will be measured by:
- New patient evaluations scheduled
- Lead-to-evaluation conversion rate
- Evaluation-to-plan-of-care conversion rate
- Patient retention and completion of care plans
- Reduction in cancellations and no-shows
- CRM utilization and follow-up compliance
- Schedule utilization and provider productivity
- Revenue growth and collections
- Patient satisfaction and overall experience
- Team accountability and operational efficiency
QualificationsRequired
- 2+ years of healthcare, wellness, fitness, concierge medicine, coaching, med spa, or clinic management experience
- Proven leadership and team management experience
- Strong organizational and operational skills
- Excellent communication and interpersonal skills
- Ability to multitask and prioritize effectively
- Strong attention to detail and accountability
- Comfortable discussing pricing, treatment plans, and patient investments
- Results-oriented mindset with strong follow-through
Strongly Preferred
- Experience managing CRM platforms, especially GoHighLevel
- Experience building and optimizing sales pipelines
- Experience creating automations, workflows, campaigns, and reporting dashboards
- Experience with high-ticket sales ($1,000+ programs or services)
- Proven success in consultative sales and conversion-focused roles
- Experience handling objections and closing sales professionally
- Experience improving conversion rates and retention metrics
- Experience in a cash-based healthcare, wellness, fitness, coaching, physical therapy, chiropractic, concierge medicine, or med spa practice
- Understanding of patient care plans and treatment adherence
Ideal Candidate
You are someone who:
- Loves systems, organization, and efficiency
- Understands that patient care and sales work together
- Is comfortable discussing treatment investments and pricing
- Can confidently guide prospective patients through the decision-making process
- Knows how to build trust and long-term relationships
- Understands CRM systems, automation, and lead management
- Enjoys tracking KPIs, numbers, and performance metrics
- Leads with empathy while maintaining accountability
- Thinks strategically about both patient outcomes and business growth
- Operates with an ownership mentality
- Sees problems and solves them proactively
Compensation & Benefits
- Competitive salary based on experience
- Performance-based bonus opportunities
- Paid time off
- Professional development opportunities
- Leadership growth opportunities
- Opportunity to play a key role in scaling a specialized healthcare practice
Why Bloom?
At Bloom Pelvic Health & Wellness, we are redefining women's healthcare.
This is an opportunity to join a mission-driven company where your leadership directly impacts patient outcomes, clinic growth, and the future of women's health.
If you are passionate about leadership, operations, CRM management, sales, patient success, and business growth, we would love to meet you.
Pay: $17.00 - $22.00 per hour
Work Location: In person
