Location: Nagarbhavi Or Rajajinagar

Roles &

- Responsibilities

1. Case Follow-up

- Daily outreach to patients with pending treatment plans through WhatsApp, calls, and SMS.

- Track follow-up cadence and conversion of treatment plans into scheduled appointments.

- Maintain regular follow-ups until the patient confirms, schedules, or declines treatment.

- Call on the provided patient database to generate revenue and increase the customer base.

2. Sales &

- Treatment Conversion

- Achieve daily, weekly, and monthly sales, appointment, and revenue targets.

- Convert pending treatment plans and consultations into confirmed appointments and treatment bookings.

- Handle Inside Sales, B2C Sales, Domestic Calling, Outbound Calling, and Cold Calling as required.

- Understand patient needs, treatment requirements, and concerns to guide them toward appropriate treatment options.

- Explain treatment value, benefits, timelines, and available options in a clear and patient-friendly manner.

- Identify sales opportunities from existing patient cases, follow-ups, referrals, missed appointments, and the provided database.

- Handle sales conversations, follow-ups, negotiations, and objections to improve conversion.

- Build and maintain strong patient/client relationships to increase conversions, retention, referrals, and customer base.

- Achieve assigned individual and team goals while maintaining a high level of customer satisfaction.

3.

Payment Objection

Handling

- Clarify treatment costs, scope, and clinical rationale.

- Explain payment plans, EMI options, and applicable insurance coverage.





- Handle patient objections related to price, timing, clinical doubts, and budget.

- Document objection type and resolution in the CRM.

- Follow up with patients after addressing objections to drive conversion.

4. Patient &

- Client Communication

- Communicate with patients professionally and empathetically through calls, WhatsApp, SMS, and other approved channels.

- Send pre-appointment information, including documents required, time to allocate, and what to expect.

- Share post-consultation treatment summaries and next steps.

- Handle rescheduling requests and reduce appointment cancellations and no-shows.

- Maintain patience, empathy, and effective communication skills while understanding and addressing customer concerns.

- Maintain documentation of customer queries, requirements, follow-ups, and other relevant details, and communicate them to the appropriate stakeholders.

5. Data, CRM &

- Reporting

- Log all follow-ups in the patient CRM, including case status, objection, next action, and resolution.

- Maintain accurate records of customer interactions, sales activities, appointments, and conversions.

- Track daily and weekly sales funnel metrics, including:

- Cases contacted

- Appointments scheduled

- Treatment conversions





- Conversion percentage

- Revenue generated

- Drop-off reasons

- Pending follow-ups

- Prepare weekly reports and share relevant insights with the clinic lead.

- Identify trends and recurring customer concerns and communicate them to relevant stakeholders.

6.

Revenue

Realization

- Ensure advance collection/booking before scheduled appointments wherever applicable.

- Reduce case abandonment after consultation.

- Follow up on pending payments and treatment decisions.

- Drive referral follow-ups and reminder calls, including post-op and annual checkup opportunities.

- Contribute to achieving clinic revenue, sales, and treatment conversion targets.

- Support overall team efforts by achieving assigned goals and contributing to customer satisfaction and business growth.

Qualifications

- Bachelor's degree in any stream.

- 1–3 years of experience in patient follow-up, customer service, inside sales, B2C sales, telecalling, outbound/cold calling, sales support, healthcare sales, or gym/salon membership roles.

- Proven ability to handle sales conversations, objections, follow-ups, and conversions.

- Strong phone presence with transparent, empathetic, persuasive, and professional communication skills.

- Comfortable working with daily, weekly, and monthly sales targets.

- Strong client/customer relationship management skills.

- Comfortable with CRM systems, spreadsheets, data entry, and maintaining sales documentation.

- Local language fluency preferred (Kannada for Bangalore).

- No clinical background required.

📌 Patient Success Manager ( Sales Experience- Kannada Must ( 1-3 Years ) (Bengaluru)
🏢 Smiles.ai
📍 Bengaluru