Field inquiries from potential clients via phone, email, and online forms
Match clients with therapists that best suit their psychological needs and logistical preferences.
Schedule appointments based on providers' availability and abilities
Manage lead nurturing processes to convert inquiries into active clients.
Maintain high levels of client satisfaction and service excellence throughout the intake process.
Collaborate with therapists and support staff to ensure seamless client transitions.
Keep accurate records of client interactions and statuses in our CRM system.
Provide a warm, friendly, and welcoming environment upon initial contact with each patient, in addition to providing a warm handoff to providers and support staff.
Stay informed about the latest developments in mental health to enhance client interactions.

At least 2 years of experience in customer service, sales, or client-facing roles, preferably in the healthcare or mental health field.
Proficient in CRM software and MS Office; tech-savvy with the ability to learn new tools quickly.
Strong interpersonal and communication skills.
Strong computer skills required
Empathetic and compassionate understanding of mental health challenges.
Excellent organizational skills and the ability to handle multiple tasks simultaneously.
Bachelor’s degree in Psychology, Social Work, or related field preferred.
Experience verifying insurance benefits preferred.
Experience verifying insurance benefits preferred.

Client Engagement Specialist, Admission Specialist

Key skills