Job Highlights
This position is designed for a highly organized, relationship-driven individual who is passionate about patient care and thrives in both in-person and virtual environments. The Patient Relationship Specialist & Surgical Coordinator plays a critical role in providing exceptional patient education, surgical coordination, and consultative guidance throughout the patient journey.
This role combines patient counseling, surgical scheduling, lead management, virtual support, and in-person coordination across multiple practice locations. The position primarily supports patients through consultations, procedure preparation, scheduling, financing discussions, and ongoing communication to ensure a seamless and memorable experience.
Travel between practice locations may be required.
Primary Responsibilities
Patient Consultations and Education
- Conduct in-person and virtual consultations with prospective and existing patients regarding vision correction procedures, lens technologies, treatment options, pricing, and financing.
Surgical Coordination
- Assist in managing surgical schedules to maximize efficiency and patient satisfaction.
In-Person Counseling and Travel Support
- Travel to designated practice locations to provide in-person counseling, patient education, and surgical coordination support.
CRM and Sales Process Management
- Utilize CRM systems and digital communication tools to manage patient relationships and sales processes.
Patient Relationship Management
- Deliver a high level of personalized service to create exceptional patient experiences.
Financing and Payment Discussions
- Discuss procedure pricing, financing plans, and payment options with patients.
Collaboration and Communication
- Work closely with the Engagement Center, marketing team, physicians, and clinical staff to ensure consistent communication and patient education.
Other Duties as Assigned
- Support additional projects, events, training initiatives, or operational needs as assigned.
Role Distribution
- Consultations and patient education – 25%
- Virtual/In-person patient counseling and private appointments – 35%
- Surgical coordination and scheduling – 20%
- Payment/financing collection and consent completion - 20%
Qualifications and Skills
Educational Requirements
- High school diploma or equivalent required.
- Bachelor’s degree preferred.
Experience
- 1–3 years of experience in consultative sales, patient counseling, healthcare coordination, surgical scheduling, or customer service.
- Experience in ophthalmology, optometry, aesthetics, elective healthcare, or medical terminology preferred.
Technical Skills
- Proficiency with CRM systems (Salesforce preferred), scheduling platforms, telehealth software, Microsoft Office Suite, and Google Workspace.
- Comfortable using video conferencing tools, screen sharing, and digital presentation platforms.
- Ability to quickly learn and adapt to new systems and technologies.
Preferred Qualifications
- Excellent verbal and written communication skills.
- Strong interpersonal and relationship-building abilities.
- Highly organized with exceptional attention to detail.
- Self-motivated and capable of working independently.
- Customer-focused mindset with a passion for helping patients feel confident and informed.
- Comfortable presenting information in both one-on-one and virtual settings.
- Ability to multitask and manage time effectively across multiple locations and responsibilities.
- Professional, polished, and compassionate demeanor.
Compensation and Benefits
- Competitive base salary plus commission structure
- Team performance bonus opportunities
- Paid time off and holidays
- 401(k) with company contribution
- Health/Dental insurance
- Disability/Life Insurance
- Vision correction procedure benefits (LASIK, etc.)
- Ongoing training and professional development opportunities
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
Work Location: Hybrid remote in Omaha, NE 68118
