CPT-11644 Sleep Care Advisor (S0) Virtual Assistant

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Title: CPT-11644 Sleep Care Advisor (S0) Virtual Assistant

Independent Contractor – CPT-11644 Sleep Care Advisor (S0) Virtual Assistant/Business Support VA/Junior-Advanced Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

For this engagement, contractors will support a leading U.S.-based healthcare company specializing in at-home sleep apnea testing and treatment. The client is transforming sleep apnea care by helping patients access testing and treatment from the comfort of their homes. The client is seeking two full-time Sleep Care Advisors to engage prospective patients, guide them through the testing process, and help them take the next step toward treatment. This is a consultative sales and patient engagement role built on trust. Success in this position comes from building rapport, educating patients, addressing barriers, and consistently guiding qualified individuals toward action. Most patients will have submitted insurance information, completed an online sleep assessment, or expressed interest in learning more about sleep apnea testing and treatment options.

Primary Objectives
Sleep Care Advisors help prospective patients progress to one of the following outcomes:

1. Purchase an at-home sleep test
2. Submit a valid existing sleep-study result for medical review and treatment eligibility evaluation

The ideal candidate is empathetic, persuasive, organized, and motivated by both helping people and achieving measurable results.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Patient Engagement & Outreach

• Contact prospective patients via phone, email, and SMS
• Engage patients who have completed online assessments or submitted insurance information
• Build trust through clear, confident, and compassionate communication
• Determine whether patients have previously been diagnosed with sleep apnea
• Explain available testing and treatment pathways using approved procedures and messaging
• Address routine patient concerns and identify barriers preventing progression
• Deliver a positive patient experience while balancing responsiveness, efficiency, and accuracy
• Conduct consistent follow-up activities to maintain patient engagement

Sleep Testing & Conversion Support

• Guide qualified patients through the process of purchasing an at-home sleep test
• Assist previously diagnosed patients in submitting valid sleep-study documentation
• Encourage patients to complete required steps for treatment consideration
• Track testing purchases, document submissions, and completion status
• Identify and overcome common objections or concerns affecting patient participation
• Escalate clinical, medical, or treatment-specific inquiries to authorized personnel
• Consistently contribute toward established conversion and engagement goals

CRM, Documentation & Reporting

• Maintain accurate patient records and follow-up schedules within CRM systems
• Document calls, emails, SMS conversations, patient questions, and next steps
• Monitor outreach activity, conversion outcomes, and patient progression metrics
• Provide timely updates regarding patient status and unresolved issues
• Coordinate with clinical, support, and marketing teams when necessary
• Identify recurring obstacles and recommend workflow improvements to enhance the patient journey
• Ensure all patient information is handled in compliance with applicable privacy and confidentiality requirements

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• 1-2+ years of experience in sales, customer engagement, appointment setting, customer success, patient support, or a similar performance-based role
• Strong phone-based communication experience
• Excellent spoken and written English
• Experience managing follow-ups and nurturing leads through a sales or service process
• CRM experience required
• Strong organizational and documentation skills
• Ability to handle objections and difficult conversations professionally
• Comfortable meeting performance goals and conversion targets
• Ability to maintain patient confidentiality and follow approved processes

Preferred Qualifications

• 2+ years of consultative sales, inside sales, or patient engagement experience
• Healthcare, medical administration, telehealth, or direct-to-consumer experience
• Salesforce experience
• Experience working with remote teams
• Familiarity with AI-assisted productivity and customer engagement tools

IDEAL CANDIDATE PROFILE

• Goal-driven and genuine – motivated by helping people while achieving measurable outcomes
• A warm and confident communicator – able to build rapport quickly via phone, email, and text
• Consultative rather than pushy – comfortable encouraging action while maintaining trust
• Persistent and resilient – committed to consistent follow-up without overwhelming patients
• Highly organized – capable of managing a large volume of contacts and tasks accurately
• Coachable – open to feedback, performance reviews, and continuous improvement
• A team player – willing to share best practices and contribute to team success
• Detail-oriented – committed to compliance, privacy, and documentation accuracy
• Tech-savvy – comfortable learning and using CRM systems, communication platforms, and AI-enabled tools
• Results-oriented – motivated by achieving engagement and conversion goals

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

• CRM / Patient Management Systems
• Salesforce
• Phone and VoIP Communication Platforms
• Email and SMS Communication Tools
• Microsoft Office
• Microsoft Teams
• AI-Assisted Productivity Tools

Work Schedule

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday–Friday, Tuesday- Saturday, or Wednesday-Sunday
• Daily Working Time: Candidates must be available for one of the following schedules:
  • Monday-Friday, 9:00 AM-6:00 PM PT
  • Tuesday-Saturday, 9:00 AM-6:00 PM PT
  • Wednesday-Sunday, 9:00 AM-6:00 PM PT
  • Availability Requirements: Candidates must be available to work a fixed U.S. Pacific schedule, including potential weekend shifts, based on business needs.

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior, and Advanced Level
• Contracted Hours per Week: 40 hours/week/VA
• Daily Working Time: Candidates must be available for one of the following schedules:
  • Monday-Friday, 9:00 AM-6:00 PM PT
  • Tuesday-Saturday, 9:00 AM-6:00 PM PT
  • Wednesday-Sunday, 9:00 AM-6:00 PM PT
• Scheduled Working Days: Monday–Friday, Tuesday- Saturday, or Wednesday-Sunday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 2
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-B (Excellent Spoken and Written English Required)
• REGION PREFERENCES: Any

What we offer

• Competitive rates
• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you
• And more!