CRM Manager (Dental Patient Intake & Conversion)

Overview

A fast-growing general dentistry practice based in New York City is seeking a CRM Manager responsible for managing inbound patient leads, handling phone inquiries, and converting opportunities into scheduled appointments.

This is not a passive administrative role. This position directly impacts practice growth and requires someone confident speaking with patients, guiding treatment conversations, and closing cases both in-network and out-of-network.

If you are comfortable working inside a high-volume CRM environment and turning interest into scheduled treatment, this role is for you.

Key Responsibilities

• Answer inbound patient calls and respond to web leads
• Convert inquiries into scheduled appointments
• Communicate treatment value clearly to in-network and out-of-network patients
• Manage and track opportunities inside the CRM pipeline
• Follow up consistently with unscheduled leads
• Reactivate dormant opportunities
• Maintain accurate patient communication records
• Coordinate with clinical scheduling teams when needed
• Support marketing-driven lead conversion efforts

What Success Looks Like in This Role

You are expected to:

• Respond quickly to inbound opportunities
• Build trust with prospective patients
• Handle insurance-related conversations confidently
• Convert undecided callers into booked appointments
• Keep the CRM clean, updated, and actionable
• Increase overall patient acquisition efficiency

Ideal Candidate

• Experience working in a dental office, DSO, or treatment coordination role preferred
• Strong phone presence and communication skills
• Comfortable discussing treatment value and pricing structures
• Experience working inside CRM platforms required
• Highly organized and self-managed in a remote environment
• Able to handle high lead volume without losing follow-up consistency

Bonus if you have:

• Experience converting out-of-network patients
• Dental insurance familiarity
• Call tracking or pipeline reporting experience
• Background in treatment coordination or case acceptance

Compensation

Competitive base salary plus performance incentives based on lead conversion and scheduling success.

Work Environment

• Fully remote position
• Supports a New York City-based general dentistry practice
• Structured lead flow provided
• High-impact role tied directly to practice growth

Pay: $40,000\.00 - $62,532\.01 per year

Benefits:

• Flexible schedule

Work Location: Remote