Business Development Client Relations Specialist
Listed on 2026-09-20
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Sales
Client Relationship Management, CRM Systems & Management, Business Development
Benefits:
- Health insurance
- Paid time off
- Employee discounts
We are a physician-led functional and integrative medicine practice dedicated to helping patients achieve optimal health through personalized, root-cause care.
We are looking for a driven and personable Business Development & Client Relations Specialist to join our team in Newport Beach, CA. This is an exciting opportunity to play a key role in growing a respected medical practice by building meaningful relationships and expanding our reach in the community. If you thrive at the intersection of healthcare and business, we want to hear from you.
Responsibilities:- Identify and pursue new business development opportunities to grow the practice's patient base and referral network
- Serve as the primary point of contact for prospective patients, educating them about the practice's physician-led integrative and functional medicine services while guiding them through the onboarding process
- Build and maintain strong relationships with providers, strategic partners, and patient liaisons to expand referral opportunities and increase brand awareness
- Develop and execute outreach strategies including community events, networking, and professional presentations
- Collaborate with internal staff to align business development efforts with practice goals and patient care standards
- Track and report on business development metrics, pipeline activity, and relationship management outcomes
- Represent the practice professionally at industry events, conferences, and community engagements
- Assist with marketing initiatives, patient education campaigns, and strategic growth projects that support the continued expansion of the practice
- Track leads, referrals, outreach activities, and conversion metrics using the practice's CRM, maintaining accurate records and identifying opportunities for improvement
- Proactively identify new opportunities, recommend process improvements, and willingly take ownership of special projects in a fast-paced startup environment where flexibility, initiative, and problem-solving are highly valued
This position is ideal for someone who thrives in an entrepreneurial environment and enjoys helping build a growing start up wellness practice. The successful candidate is self-motivated, personable, detail-oriented, and comfortable wearing many hats. They are excited to learn, take initiative with minimal direction, build meaningful relationships, and contribute to both the strategic growth and day-to-day success of the practice.
Requirements:- An interest in business development, sales, client relations, customer success, or a similar relationship-focused role; experience in healthcare, wellness, medical aesthetics, concierge medicine, or other service-based industries is preferred; a demonstrated record of leadership will be considered
- Exceptional interpersonal, communication, and active listening skills with the ability to build trust and develop long-term relationships
- A genuine passion for health, wellness, and helping others improve their quality of life
- Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities in a fast-paced environment
- Self-motivated, resourceful, and comfortable working independently while taking initiative with minimal direction
- Proven ability to identify opportunities, overcome challenges, and follow through to achieve individual and team goals
- Comfortable educating prospective clients, answering questions, and guiding them through a consultative sales process
- Ability to adapt and learn quickly, embrace change, and confidently take on new responsibilities and special projects as the practice grows
- Proficient with CRM software, Microsoft Office, and…
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