Intake Specialist

The role

The Intake Specialist initiates contact and provides support to clients seeking ABA therapy. They guide families through the intake process and manage communication from initial calls to completed assessments.

What you will do

• Receive initial connections with clients and develop relationships with families.
• Build and maintain relationships with families and guide them through the diagnosis process.
• Manage a high volume of communication with new and existing families.
• Follow up with all logistics-related communication from initial intake call to completed assessment.
• Categorize client needs, clarify information, and provide solutions or alternatives.
• Communicate statuses on all leads and referrals.
• Create and maintain accurate and confidential client files in SalesForce and CareConnect.
• Communicate effectively with team members to ensure coordinated workflow.
• Obtain signatures on start-of-care documents.
• Schedule Initial Assessment appointments in coordination with Operations/Clinical teams.

Required qualifications

• Bachelor's Degree, or equivalent work in Sales and/or Healthcare
• Two (2) to three (3) years of inside sales or phone-based experience
• Successful sales conversations and sales presentations experience
• Basic computer skills
• Working knowledge of laptop/desktop PC
• Proficiency in Microsoft Suite (Word, Excel)
• Proficiency in G Suite (Gmail, Drive, Docs, Sheets, Google Meet)
• Ability to follow written instructions
• Ability to use computers and computer/software programs
• Able to communicate expressively and receptively
• Bending, reaching, lifting, pushing, or pulling up to 30 pounds
• Sitting most of the day as well as walking and standing periodically

Benefits

• Preferred home financing rates with Rate
• Debt repayment assistance through Ditch
• On-demand pay via Rain
• Discounted childcare
• Employee Assistance Program (EAP)
• Exclusive Benefit Hub marketplace savings

About the company

Centria is an equal opportunity employer that values diversity.