Patient Concierge – Full Time (Hybrid) Lee Acupuncture | Newport Beach, CA Are you a compassionate, detail-oriented professional with a talent for guiding clients through transformational wellness journeys? Lee Acupuncture, a leading clinic specializing in women’s health and fertility, is seeking a Patient Concierge to ensure our new patients feel supported, informed, and motivated to follow through with their personalized treatment plans. About Us: Located in the heart of Newport Beach, Lee Acupuncture offers integrative, patient-centered care focused on holistic healing for women navigating fertility and hormonal health. Founded by Dr. Nam Lee, we’re passionate about delivering excellence in care and outcomes, and we’re ready to bring on a key team member to help deepen our patient relationships from the very first visit. Role Summary: The Patient Concierge is responsible for welcoming new patients, facilitating clear communication post-visit, and proactively supporting treatment plan adherence. This hybrid role will blend in-person and remote work to provide a seamless, concierge-level experience that boosts patient satisfaction and drives enrollment in our care programs and packages. Responsibilities: • Personally welcome and introduce each new patient to the practice prior to their first appointment. • Conduct timely post-visit follow-ups via phone, email, text, or Zoom to review treatment plans and answer questions. • Proactively address drop-off points (after the 1st and 5th visits) to re-engage and support patients through their care journey. • Guide patients through the decision-making process to enroll in appropriate care packages, bundles, or long-term treatment programs. • Maintain accurate tracking and reporting of communication efforts, patient status, and conversion metrics. • Collaborate with clinical and administrative teams to ensure a consistent, high-quality patient experience. • Utilize technology efficiently for patient communication, CRM/data tracking, and internal reporting. Performance Metrics: • Conversion rates of new patients into program/package commitments. • Engagement and satisfaction levels of patients throughout their journey. • Timely and thorough documentation of all communication and follow-up activity. Qualifications: • Minimum 5 years of customer service experience , ideally in a high-touch or client-focused industry (healthcare, hospitality, wellness, etc.). • Strong communication skills, both written and verbal. • Proficiency in email, texting, and virtual platforms such as Zoom. • Exceptional organizational skills with the ability to manage multiple tasks and patient follow-ups. • Empathetic, compassionate, and genuinely passionate about patient care. • Comfortable with data tracking, reporting, and using technology to streamline processes. • College degree preferred , but not required. • Medical or wellness industry experience is a plus, but not mandatory. Compensation: $42,000 - $50,000 yearly

• Personally welcome and introduce each new patient to the practice prior to their first appointment. • Conduct timely post-visit follow-ups via phone, email, text, or Zoom to review treatment plans and answer questions. • Proactively address drop-off points (after the 1st and 5th visits) to re-engage and support patients through their care journey. • Guide patients through the decision-making process to enroll in appropriate care packages, bundles, or long-term treatment programs. • Maintain accurate tracking and reporting of communication efforts, patient status, and conversion metrics. • Collaborate with clinical and administrative teams to ensure a consistent, high-quality patient experience. • Utilize technology efficiently for patient communication, CRM/data tracking, and internal reporting.Performance Metrics: • Conversion rates of new patients into program/package commitments. • Engagement and satisfaction levels of patients throughout their journey. • Timely and thorough documentation of all communication and follow-up activity.