Customer Engagement Coordinator

Customer Engagement Coordinator

Root Whole Body

Reports To: Wellness Concierge Lead

Position Summary

The Customer Engagement Coordinator plays a key role in supporting the mission of Root Whole Body by helping clients stay connected, engaged, and consistent in their health and self-care journey. This position is responsible for creating meaningful, conversational outreach that strengthens relationships with current and prospective clients, encourages continuity of care, and increases visit frequency across services and providers.

The ideal candidate is an excellent communicator who is proactive, organized, service-oriented, and passionate about helping people take the next step in their health and wellbeing journey. Success in this role requires balancing relationship-building with operational follow-through and measurable engagement outcomes.

Primary Responsibilities

Client Engagement & Relationship Development

Develop and execute personalized outreach campaigns designed to increase engagement and continuity of care at Root Whole Body

Create conversational, supportive, and effective communications across multiple channels including phone, text, email, and CRM messaging platforms

Engage with targeted client segments including but not limited to:

First-Time Visitors

Membership Clients

Birthdays and Milestone Outreach

Clients Not Seen in 45+ Days

Whole Body Health Assessment Follow-Up

Inactive or At-Risk Clients

Consultation Opportunities

Encourage scheduling of:

Consultations

New patient/client appointments

Rebooking and recurring services

Support conversations related to Whole Body Health accounts and ongoing participation in care plans and services

Maintain a warm, educational, and relationship-centered communication style aligned with the Root Whole Body experience and brand values

Communication & Marketing Support

Collaborate with leadership and marketing teams to support engagement initiatives and retention strategies

Assist in refining messaging, scripts, and outreach workflows for improved client response and conversion

Track engagement outcomes and provide feedback on successful communication approaches and opportunities for improvement

Support campaign execution tied to promotions, seasonal offerings, events, workshops, or service launched

Operational Support (Secondary Responsibilities)

As business needs require, this role may also assist with:

Customer service communication and information requests

Schedule sweeping and appointment preparation support to ensure all required intake forms, documentation, and information are completed prior to appointments

Assisting with appointment confirmations and coordination needs

Internal communication support related to scheduling flow and client readiness

Future Growth Opportunities

Over time, this role may expand to include:

Corporate outreach initiatives

Coordination of wellness presentations or sales meetings/proposals

Community relationship development

Employer partnership support and outreach campaigns

Research or Program Development as needed

Qualifications

Strong written and verbal communication skills with the ability to create natural, engaging conversations

Excellent interpersonal and relationship-building abilities

Highly organized with strong attention to detail and follow-through

Comfortable using CRM systems, scheduling software, email, and texting platforms

Ability to multitask and adapt in a fast-paced environment

Professional, empathetic, and customer-service oriented mindset

Prior experience in healthcare, wellness, hospitality, sales support, customer engagement, or client retention preferred

Preferred Attributes

Passion for health, wellbeing, and natural healthcare approaches

Positive and solutions-oriented attitude

Comfortable initiating conversations and encouraging next steps

Ability to communicate with authenticity and emotional intelligence

Self-starter who can work independently while collaborating effectively with leadership and team members

Performance Expecatations

Success in this role will be measured by:

Increased monthly appointments and rebookings

Increased active membership participation

Decreased membership attrition

Increased client engagement and response rates

Consistency and quality of client communications

Support of a positive and connected client experience

Position Details

Full-time Position

Compensation: $6.00-7.50/hour plus applicable incentives or bonus opportunities, if offered

Starting schedule is 6am-3pm PST / 10am-7pm ART; may change based on needs

About Root Whole Body

Root Whole Body is dedicated to helping individuals achieve consistent, sustainable health and wellbeing through a natural, personalized approach to healthcare. We believe true health is built through whole body care that integrates natural and evidence-informed medicine, education, and supportive relationships to empower long-term wellbeing. Our team is committed to creating meaningful, connected experiences that help clients feel informed, supported, and empowered throughout every stage of their health and self-care journey.