Location: Nagarbhavi Or Rajajinagar

Roles & Responsibilities

• 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.
• 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 explicit 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.
• 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.
• Patient & Client Communication
• Communicate with patients professionally and empathetically through calls, WhatsApp, SMS, and other approved channels.
• Send pre-appointment information, incl

📌 Patient Success Manager (Bengaluru)
🏢 Dezy (Smiles.ai) - Dental, made easy.
📍 Bengaluru