Membership Guide Root Causes | San Antonio, TX Full-Time | On-Site About Root Causes Root Causes is a functional and integrative medicine clinic focused on identifying and addressing the underlying causes of illness-not just managing symptoms. Our members are seeking clarity, direction, and healing. The way they enter the clinic matters. We are building a structured, intentional, pathway-driven model of care. About the Role The Membership Guide (MG) serves as the relational front end of the clinic. This is not a traditional front desk role and not a sales position. The Membership Guide helps prospective members:
- Feel seen and supported
- Understand which of our care pathways fits their needs
- Move forward through structured scheduling
- Navigate the transition from intake to membership with clarity
You will serve as the steady, grounded guide during one of the most vulnerable points in a person's health journey. What You'll Do 1. Guide New Inquiries
- Speak with prospective members who call, schedule online, or walk i
- Identify which care pathway they belong to
- Direct them toward the appropriate prescreening or intake appointment
2. Use Scheduling as the Primary Solution
- Move conversations toward structured next steps
- Avoid over-explaining or over-solving prematurely
- Reinforce clarity through process
3. Own the Intake-to-Membership Gap
- Follow up with members after their intake appointment
- Clarify membership structure and next steps
- Support enrollment into our 6-month membership model
- Track and follow up with those who need time before committing
4. Coordinate Clean Handoffs
- Work closely with front desk (MES), providers, and clinical staff
- Prevent confusion or role overlap
- Maintain documentation in our EHR (Cerbo)
Who This Role Is For You may be a strong fit if you:
- Naturally build trust quickly
- Are calm and steady in emotionally heavy conversations
- Prefer structure over chaos
- Can guide people without pressuring them
- Are highly organized and follow through consistently
- Want to grow within a mission-driven healthcare model
This is structured relational guidance. Tools You'll Use
- Cerbo (EHR)
- Emitrr (text communication)
- Clinic phone system
- Website scheduling calendar
- Mac OS / Google Workspace
What Makes Someone Successful Here
- High emotional intelligence
- Clear communicator (verbal and written)
- Strong boundary awareness
- Ability to move conversations toward commitment respectfully
- Comfort working in a system with defined pathways
Growth Opportunities This role may evolve into:
- Lead Membership Guide
- Training and onboarding support
- Expansion team member for new clinic locations
- Patient education or coaching pathways (with additional certification)
If you are drawn to mission-driven healthcare and want to help people take their first step toward meaningful change, we would love to hear from you.
