Job Description
Join to apply for the Wellness Concierge role at Cardone Ventures
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Join to apply for the Wellness Concierge role at Cardone Ventures
ABOUT 10X HEALTH SYSTEM
10X Health System is a pioneering company at the forefront of the health and wellness industry, dedicated to revolutionizing the way individuals approach their personal health and well-being. With a philosophy rooted in the principle that optimal health is the foundation for a life lived to the fullest, 10X Health provides cutting-edge solutions and personalized health plans designed to empower individuals to achieve and maintain peak physical and mental performance.
The company's comprehensive approach to health combines the latest advances in medical science, nutrition, fitness, and technology to offer a suite of services that include state-of-the-art diagnostic testing, individualized treatment protocols, and ongoing support from a team of world-class health professionals. 10X Health's commitment to innovation and results has established it as a leader in the health optimization space, catering to those who strive to push the boundaries of what is possible in their health journey.
POSITION SUMMARY
10X Health's Wellness Concierges serve as a critical link between clients and the clinical team, ensuring consistent, high-quality support throughout each clients wellness journey. This role is responsible for guiding clients through their personalized treatment plans, reinforcing understanding of protocols, and supporting ongoing engagement with 10X Healths services.
With a focus on relationship management, operational coordination, and client education, the Wellness Concierge ensures that clients receive timely, accurate information and feel confident in implementing their protocols. This role also contributes to client retention by monitoring progress, identifying barriers, and providing real-time support, while maintaining accurate records across CRM and EMR systems. Success in this position requires a working knowledge of wellness protocolsincluding hormone therapy and nutrition planningwith strong communication, organization, and problem-solving skills.
OBJECTIVES
- Deliver proactive, personalized support to clients throughout their wellness journey to ensure engagement, adherence, and satisfaction with treatment protocols
- Act as a liaison between patients and internal operations, sales, and marketing teams
- Conduct regular follow-ups via phone, text, email, and in-person visits to assess client progress, identify barriers, and provide real-time guidance
- Coordinate logistics for lab work, physicals, blood donations, and medication deliveries to support timely treatment initiation and continuity
- Communicate provider recommendations clearly and professionally, including the delivery of medication instructions and protocol guidance via written and video formats
- Identify client concerns or objections related to protocol adherence, treatment understanding, or financial considerations, and resolve them using structured communication techniques
- Maintain up-to-date, accurate documentation in CRM and EMR systems to support clinical consistency, team collaboration, and operational visibility
- Monitor client engagement and refill timelines, intervening early to ensure protocol compliance and prevent drop-off
- Support client education by promoting awareness of relevant products, services, and wellness strategies aligned with individual goals
- Collaborate with internal stakeholders to optimize patient retention strategies and ensure alignment with 10X Health's standards for client experience and care delivery
COMPETENCIES
- Experience delivering personalized client support in a wellness or functional health setting with a focus on treatment adherence and ongoing engagement
- Working knowledge of hormone therapy and integrative wellness protocols with the ability to guide clients through their plans clearly and effectively
- Hands-on experience using CRM and EMR systems to track client progress, manage communications, and maintain accurate records
- Demonstrated ability to build client relationships, respond to questions and concerns, and support long-term satisfaction and retention
- Comfortable addressing client objections and questions related to treatment plans, pricing, or timelines using confident, solutions-based communication
- Proven ability to manage a client portfolio, coordinate scheduling and follow-ups, and support operational workflows
- Strong organizational and multitasking skills in managing lab logistics, medication reorders, and provider instructions
- Clear and professional communicator with experience interacting via phone, text, email, and in-person settings
- Actively growing knowledge of wellness trends, treatment options, and 10X Health offerings to better support clients
EDUCATION AND EXPERIENCE
- In-depth knowledge of hormones and hormone replacement therapy required
- Background in health, nutrition, fitness, or functional wellness
- Minimum 2 years of experience in a client-facing healthcare or wellness role
- Experience with peptide therapies strongly preferred
- Bachelors degree in Marketing, Sales, Business or related equivalent of experience
PHYSICAL REQUIREMENTS
- Ability to spend prolonged periods of time standing, speaking, walking, driving, and/or sitting at a desk and working on a computer
- Ability to interact with clients both virtually and in-person, in either a clinic or mobile setting
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential requirements
ABOUT 10X HEALTH SYSTEM
10X Health System is a pioneering company at the forefront of the health and wellness industry, dedicated to revolutionizing the way individuals approach their personal health and well-being. With a philosophy rooted in the principle that optimal health is the foundation for a life lived to the fullest, 10X Health provides cutting-edge solutions and personalized health plans designed to empower individuals to achieve and maintain peak physical and mental performance.
The company's comprehensive approach to health combines the latest advances in medical science, nutrition, fitness, and technology to offer a suite of services that include state-of-the-art diagnostic testing, individualized treatment protocols, and ongoing support from a team of world-class health professionals. 10X Health's commitment to innovation and results has established it as a leader in the health optimization space, catering to those who strive to push the boundaries of what is possible in their health journey.
POSITION SUMMARY
10X Health's Wellness Concierges serve as a critical link between clients and the clinical team, ensuring consistent, high-quality support throughout each clients wellness journey. This role is responsible for guiding clients through their personalized treatment plans, reinforcing understanding of protocols, and supporting ongoing engagement with 10X Healths services.
With a focus on relationship management, operational coordination, and client education, the Wellness Concierge ensures that clients receive timely, accurate information and feel confident in implementing their protocols. This role also contributes to client retention by monitoring progress, identifying barriers, and providing real-time support, while maintaining accurate records across CRM and EMR systems. Success in this position requires a working knowledge of wellness protocolsincluding hormone therapy and nutrition planningwith strong communication, organization, and problem-solving skills.
OBJECTIVES
- Deliver proactive, personalized support to clients throughout their wellness journey to ensure engagement, adherence, and satisfaction with treatment protocols
- Act as a liaison between patients and internal operations, sales, and marketing teams
- Conduct regular follow-ups via phone, text, email, and in-person visits to assess client progress, identify barriers, and provide real-time guidance
- Coordinate logistics for lab work, physicals, blood donations, and medication deliveries to support timely treatment initiation and continuity
- Communicate provider recommendations clearly and professionally, including the delivery of medication instructions and protocol guidance via written and video formats
- Identify client concerns or objections related to protocol adherence, treatment understanding, or financial considerations, and resolve them using structured communication techniques
- Maintain up-to-date, accurate documentation in CRM and EMR systems to support clinical consistency, team collaboration, and operational visibility
- Monitor client engagement and refill timelines, intervening early to ensure protocol compliance and prevent drop-off
- Support client education by promoting awareness of relevant products, services, and wellness strategies aligned with individual goals
- Collaborate with internal stakeholders to optimize patient retention strategies and ensure alignment with 10X Health's standards for client experience and care delivery
COMPETENCIES
- Experience delivering personalized client support in a wellness or functional health setting with a focus on treatment adherence and ongoing engagement
- Working knowledge of hormone therapy and integrative wellness protocols with the ability to guide clients through their plans clearly and effectively
- Hands-on experience using CRM and EMR systems to track client progress, manage communications, and maintain accurate records
- Demonstrated ability to build client relationships, respond to questions and concerns, and support long-term satisfaction and retention
- Comfortable addressing client objections and questions related to treatment plans, pricing, or timelines using confident, solutions-based communication
- Proven ability to manage a client portfolio, coordinate scheduling and follow-ups, and support operational workflows
- Strong organizational and multitasking skills in managing lab logistics, medication reorders, and provider instructions
- Clear and professional communicator with experience interacting via phone, text, email, and in-person settings
- Actively growing knowledge of wellness trends, treatment options, and 10X Health offerings to better support clients
EDUCATION AND EXPERIENCE
- In-depth knowledge of hormones and hormone replacement therapy required
- Background in health, nutrition, fitness, or functional wellness
- Minimum 2 years of experience in a client-facing healthcare or wellness role
- Experience with peptide therapies strongly preferred
- Bachelors degree in Marketing, Sales, Business or related equivalent of experience
PHYSICAL REQUIREMENTS
- Ability to spend prolonged periods of time standing, speaking, walking, driving, and/or sitting at a desk and working on a computer
- Ability to interact with clients both virtually and in-person, in either a clinic or mobile setting
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential requirements
COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, 10X Health System recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.If you require any accommodations during the application process or have any questions, please contact careers@10xhealthsystem.com.
NO SOLICITATION POLICY
10X Health does not accept unsolicited resumes, calls, or communications from staffing agencies or third-party recruiters. Any such submissions will be considered the sole property of 10X Health and will not obligate the company to pay any fees. Please refrain from contacting us regarding this posting.
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