Treatment Plan Coordinator - Truly Leeds
Truly Dental is a patient-centered and innovative dental care organization committed to transforming smiles and improving lives. Through a blend of clinical excellence, technology, and personalized patient care, the organization supports patients throughout their treatment journey while fostering a collaborative and growth-oriented environment.
Fast Facts
Multi-location dental care network serving patients across regions
High-value treatment solutions focused on long-term oral health outcomes
Growing investment in patient experience and innovation
Career development opportunities and international mobility for employees
Purpose of the Role
The Treatment Plan Coordinator plays a critical role in converting patient interest into informed treatment decisions by combining consultative sales, empathy, and care coordination. This position ensures patients feel supported, confident, and guided from first consultation through treatment commitment.
Key Responsibilities
Conduct pre-assessment consultations to understand patient goals, concerns, and treatment motivations.
Present treatment options, pricing, financing alternatives, and expected outcomes clearly and empathetically.
Support patients in decision-making and drive treatment plan conversion.
Serve as liaison between patients and clinicians to ensure continuity of care.
Maintain accurate patient records, handover notes, and CRM documentation.
Follow up proactively with patients to provide reassurance and progress updates.
Track KPIs, sales performance, and conversion metrics, providing regular reporting and action plans.
Maintain exceptional patient experience standards aligned with Truly Dental's care philosophy.
Coordinate across clinics where required and support operational continuity.
Requirements: Competencies and Skills
Education
Background in Sales, Healthcare, Dentistry, Aesthetic Services, or related field preferred.
Training in customer experience, consultative sales, or treatment coordination is an advantage.
Experience
Minimum 2 years of experience in consultative sales or patient-facing roles within dental, medical, aesthetics, beauty, wellness, or similar sectors.
Proven track record achieving or exceeding sales or conversion targets.
Experience managing KPIs, reporting, and follow-up plans.
Experience in customer relationship management systems.
Knowledge and Skills
Strong consultative communication and active listening.
Ability to discuss pricing and financing confidently and professionally.
Knowledge of dental treatment pathways preferred.
CRM and reporting systems proficiency.
Familiarity with Dentally software desirable (training available).
Fluent spoken and written English.
Valid driver's license and flexibility to travel across locations when needed.
Core Competencies
Empathy and patient orientation
Commercial acumen and sales mindset
Emotional intelligence
Organization and attention to detail
Adaptability
Professional discretion
Results orientation
What We Offer
Competitive base salary plus commission structure
Quarterly performance bonus opportunities
Flexible working schedule
Free dental treatment
Overtime compensation
Career growth and internal mobility opportunities
International exposure opportunities (including Dubai practice)
Investment in professional development and CPD
Social events and employee benefits schemes
Collaborative and supportive workplace culture
Relevant Details Before Applying
Hybrid / clinic-based role in Leeds
Travel between clinics may occasionally be required
Position includes both sales accountability and patient care responsibilities
Compensation dependent on experience with attractive commission model
Fast Facts
Multi-location dental care network serving patients across regions
High-value treatment solutions focused on long-term oral health outcomes
Growing investment in patient experience and innovation
Career development opportunities and international mobility for employees
Purpose of the Role
The Treatment Plan Coordinator plays a critical role in converting patient interest into informed treatment decisions by combining consultative sales, empathy, and care coordination. This position ensures patients feel supported, confident, and guided from first consultation through treatment commitment.
Key Responsibilities
Conduct pre-assessment consultations to understand patient goals, concerns, and treatment motivations.
Present treatment options, pricing, financing alternatives, and expected outcomes clearly and empathetically.
Support patients in decision-making and drive treatment plan conversion.
Serve as liaison between patients and clinicians to ensure continuity of care.
Maintain accurate patient records, handover notes, and CRM documentation.
Follow up proactively with patients to provide reassurance and progress updates.
Track KPIs, sales performance, and conversion metrics, providing regular reporting and action plans.
Maintain exceptional patient experience standards aligned with Truly Dental's care philosophy.
Coordinate across clinics where required and support operational continuity.
Requirements: Competencies and Skills
Education
Background in Sales, Healthcare, Dentistry, Aesthetic Services, or related field preferred.
Training in customer experience, consultative sales, or treatment coordination is an advantage.
Experience
Minimum 2 years of experience in consultative sales or patient-facing roles within dental, medical, aesthetics, beauty, wellness, or similar sectors.
Proven track record achieving or exceeding sales or conversion targets.
Experience managing KPIs, reporting, and follow-up plans.
Experience in customer relationship management systems.
Knowledge and Skills
Strong consultative communication and active listening.
Ability to discuss pricing and financing confidently and professionally.
Knowledge of dental treatment pathways preferred.
CRM and reporting systems proficiency.
Familiarity with Dentally software desirable (training available).
Fluent spoken and written English.
Valid driver's license and flexibility to travel across locations when needed.
Core Competencies
Empathy and patient orientation
Commercial acumen and sales mindset
Emotional intelligence
Organization and attention to detail
Adaptability
Professional discretion
Results orientation
What We Offer
Competitive base salary plus commission structure
Quarterly performance bonus opportunities
Flexible working schedule
Free dental treatment
Overtime compensation
Career growth and internal mobility opportunities
International exposure opportunities (including Dubai practice)
Investment in professional development and CPD
Social events and employee benefits schemes
Collaborative and supportive workplace culture
Relevant Details Before Applying
Hybrid / clinic-based role in Leeds
Travel between clinics may occasionally be required
Position includes both sales accountability and patient care responsibilities
Compensation dependent on experience with attractive commission model
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