Functional Medicine Client Enrollment Coordinator

Functional Medicine Client Enrollment Coordinator (Admissions / Sales)

Upstream Functional Medicine — Colorado Springs, CO

Quick Facts
Type: Full-Time, 40 hours/week
Setting: In person, five days a week, at our Colorado Springs clinic. Occasional weekend coverage.
Compensation: $55,000 base depending on experience, plus performance bonus tied to enrollment.
Benefits: Retirement plan, paid time off, employee discounts, paid training (four events per year, two remote and two out of state).
Relocation: Potential for Relocation Package for the right candidate
Applications: Accepted until the position is filled.
Category: Client Coordinator / Sales / Non-clinical

About Upstream
For eight years, Upstream Functional Medicine has helped people reclaim their health through science-based, personalized, root-cause care. Our providers, health 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. We believe how we communicate matters just as much as what we deliver — which is why this role exists and why we take it seriously.

About the Role
You are one of the first people 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 about their next step. You will lead discovery calls, nurture prospective clients, coordinate evaluations, welcome people into the clinic, and support onboarding — all while holding Upstream’s calm, grounded presence. Between calls, you work closely with our Wellness Coordinator team to keep the clinic running smoothly.

We should be direct about something. We describe this role as sales with heart, and we say that with real respect for both halves of it. 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. The person who thrives here holds the warmth and the ask at the same time, without flinching.

If the word “sales” makes you want to look away rather than lean in, 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.

Let’s Be Honest About the Standard
This role carries real numbers. You will convert 75% or more of discovery calls into Practice Member Evaluations — our in-person clinical assessment — and enroll 95% of clients who have been clinically cleared and are ready to move forward.

Those are standards, not vague hopes. We 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 also achievable for a specific reason: our leads are inbound, from people who sought us out, and the 95% figure applies only to people our providers have already determined we can genuinely help. We do not enroll clients who are not clinically appropriate for our care. If a provider says we are not the right fit, that is the end of the conversation, and we would rather lose the enrollment than take on the wrong client. The numbers exist because behind each one is a person who either got the help they came for or did not.

Is This You?
This role is a strong fit if:
You can be warm and direct at the same time — steady enough to hold someone gently to a decision.
You feel what other people are feeling, and it makes you braver in the conversation rather than more careful, because you know what it costs them to stay stuck.
You treat “I need to think about it” as the middle of the conversation, not the end of it.
You follow through because you 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 call.
You can support someone who is sick, frustrated, or skeptical and stay grounded.
You are energized by being on the phone, carrying a pipeline, and owning real accountability.

This may not be the right fit if:
Asking someone to commit to their own health feels like something you would rather avoid.
You go quiet when someone hesitates or raises an objection.
You are hoping for remote work. This role is in person, five days a week with Fridays being work from home or in the office.
Direct feedback on your calls feels like criticism rather than support.
Follow-through only happens for you under close supervision.

What You’ll Own
Lead short discovery calls, roughly 15 minutes each, with clarity, warmth, and confidence.
Build rapport quickly and support people so they feel seen and understood.
Communicate Upstream’s functional medicine model and next steps clearly.
Serve as the primary point of contact from first call through enrollment, with no thread dropped.
Keep proactive, thoughtful communication going so every prospective client stays clear and ready.
Ensure pre-appointment paperwork is complete and accurate.
Welcome clients for their in-person evaluation and give a brief, comfortable office tour.
Keep the CRM/EHR honest and track your own numbers: call volume, conversion, enrollment.
Help keep in-person consultation scheduling full and available.
Share trends, patterns, and the real state of the pipeline with the Medical Director and COO — including when something is not working.

What We’re Looking For
Experience in admissions, sales, client services, or phone-based consultation in a professional setting, ideally with numbers you can name.
Comfort asking for a commitment and handling objections in real time, without a manager on the line.
Dependable follow-through — the kind where nothing slips because you learn and utilize a system.
Exceptional verbal and written communication, and a warm style that builds trust quickly.
The ability to take direct coaching and change your approach by the next call.
A grounded emotional presence: humility, ownership, and a service mindset.
Availability for a full-time, in-person schedule in Colorado Springs.

Strong plus, not required:
Functional medicine, integrative medicine, health-coaching, wellness, or healthcare experience.
Formal training in consultative sales or motivational interviewing.
Hands-on experience with Cerbo, ActiveCampaign, Monday.com, or Google Workspace.
A personal stake in root-cause health, so you understand why people come to us.

Potential Relocation Package for the right candidate.

Apply
Please apply by completing this short form. It is the first step in our process and helps us understand how you think about these conversations. Only applications submitted through the form will be considered.

At Upstream, you won’t just be filling a role. You will shape first impressions, build trust, and help people begin real, lasting health transformation. We look forward to meeting you!

« Back