Membership Specialist (Travel Required)

About Monarch

Monarch partners with leading women’s health physicians to build modern, membership-based practices that allow for deeper relationships, more time with patients, and a truly personalized approach to care. We manage the full transition from high-volume insurance medicine to high-touch concierge care — overseeing operations, patient engagement, and growth so physicians can focus fully on care.

Role Summary

The Membership Specialist is the engine behind a physician’s successful transition to the Monarch model. Your primary goal is to fill the physician’s membership panel by converting existing patients into members through structured outreach, education, and personalized support.

You’ll operate at the intersection of relationship management and performance — combining empathy, clarity, and follow-through to help patients understand the value of the new model and make a confident decision to stay with their doctor.

This role requires travel to physician practices during transition periods to meet with patients face-to-face, support in-office communication, and collaborate closely with physicians and staff. Travel up to 50% is required.

Key Responsibilities

Panel Growth & Conversion

• Drive member enrollment to achieve each practice’s target panel size within defined transition timelines.
  

• Conduct patient outreach both virtually (phone, text, email) and in-person at the practice to educate, address questions, and facilitate membership sign-up.
  

• Manage and track a conversion pipeline — reporting daily and weekly on progress, call volume, conversion rates, and panel growth.
  

• Identify and problem-solve barriers to enrollment, escalating issues and collaborating with practice and Monarch teams to keep momentum.
  

Patient Relationship & Communication

• Serve as a trusted point of contact for patients during the transition, ensuring they feel informed, valued, and supported.
  

• Meet with patients face-to-face in the office to explain the new care model and help them understand the benefits of continued membership.
  

• Clearly articulate how the membership model enhances access, continuity, and quality of care.
  

• Maintain accurate documentation of all interactions in Monarch’s CRM and dashboards.
  

• Provide white-glove support for VIP or high-complexity patients during the onboarding process.
  

Collaboration & Practice Support

• Partner closely with the physician and practice staff onsite during transition periods to ensure consistent messaging and exceptional patient experience.
  

• Support in-office communication and materials related to the transition (flyers, signage, patient emails, talking points).
  

• Work with Monarch’s operations, marketing, and physician experience teams to coordinate outreach campaigns and communications.
  

• Surface insights from patient conversations to refine the playbook and strengthen future transition strategies.
  

Qualifications

• Experience in a patient-facing, relationship-driven, or sales-support role — ideally in concierge medicine, healthcare operations, or premium service industries.
  

• Demonstrated ability to meet or exceed enrollment, retention, or conversion targets.
  

• Exceptional verbal and written communication skills, with an ability to explain new models of care in simple, empathetic language.
  

• Self-directed, organized, and motivated by clear goals and measurable outcomes.
  

• High emotional intelligence and genuine comfort speaking with patients about healthcare decisions.
  

• Experience using CRM systems (HubSpot, Salesforce, or similar) and managing conversion pipelines.
  

• Willingness to travel up to 50% for onsite patient engagement and practice support.
  

• Passion for women’s health, integrative medicine, and high-touch care.
  

Performance Metrics

• Patient conversion rate
  

• Speed to target panel size
  

• Patient satisfaction / NPS
  

• Accuracy and timeliness of reporting
  

Why Join Monarch

• Be part of a mission-driven company redefining women’s healthcare.
  

• Work directly with leading physicians shaping the future of concierge and midlife medicine.
  

• Enjoy a dynamic role that blends remote and in-person engagement across Monarch’s growing network.
  

• Competitive compensation, performance-based bonuses, and comprehensive benefits.
  

• Join a fast-moving, collaborative team that values clarity, ownership, and results.