Patient​/Client Enrollment Coordinator

This is a sales role wearing a caregiver's clothes, and we mean that with real respect for both halves. We call it enrollment because that is honestly what it is: you talk with people who are hurting, you tell them the truth about whether we can actually help, and you invite them to commit real time and money to their own health.

It is sales, and it is sales with heart. The person who thrives here holds both of those things at once without flinching.

If the word "sales" makes you want to look away rather than lean in, we understand, and this may not be the role you are hoping for. If it makes you think "yes, that is exactly the kind of conversation I want to be trusted with," keep reading.

For eight years, Upstream Functional Medicine has helped people reclaim their health through science-based, personalized, root-cause care. Our providers, coaches, and operations team work together to create thoughtful, steady, connective experiences for every client. We value authenticity, excellence, humility, growth, service, and emotional maturity, and we believe how we communicate matters just as much as what we deliver.

You are the first point of contact a prospective client talks to, and often the reason they say yes or walk away. From the first discovery call through enrollment, you guide people through a clear, supportive journey that helps them understand our model and feel confident in their next step.

This role blends relationship-building with structured communication, organization, and follow-through. You will lead discovery calls, nurture prospective clients, coordinate evaluations, welcome clients into the clinic, and support onboarding, all while holding Upstream's calm, grounded, purpose-driven presence. Admissions and client connection are the heart of the role. Between calls, you communicate with our Wellness Coordinator team to keep the clinic running smoothly.

We will be as clear with you as we ask you to be with clients. This role carries real numbers. You will convert 75% or more of discovery calls into Practice Member Evaluations, and enroll 95% of clients who are clinically cleared and ready to move forward.

Those are standards, not vague hopes. We will name them from day one, give you the coaching, tools, and process to reach them, and hold you to them the same way we hold ourselves. They are not there to pressure you. They exist because behind every number is a person who either got the help they came for or did not.

• You can be warm and direct at the same time, steady enough to hold someone gently to a decision.
• You treat "I need to think about it" as the middle of the conversation, not the end of it.
• You follow through because you have built a system for it, not only because you tried hard that day.
• You can take honest feedback from call reviews and show up differently on the next one.
• You can support someone who is sick, frustrated, or skeptical and stay grounded.
• You are energized to be on the phone connecting with clients, have a pipeline, and real accountability.

• Asking someone to commit to their own health feels like something you would rather avoid.
• You go quiet when someone hesitates or has an objection.
  
  You go quiet when someone hesitates or has an objection.
• You are hoping for remote or hybrid work. This role is in person in Colorado Springs, five days a week with possible weekend coverage to hit goals.
• Direct and specific feedback on your calls feels like criticism rather than support.
• Follow-through only happens for you under close supervision.

• Lead short discovery calls, about 15 minutes each, with clarity, warmth, and confidence.
• Build…