Intake Specialist

• Communicate with parents and prospective clients primarily through inbound and outbound telephone calls.
• Build trust and rapport with families navigating stressful or emotionally challenging circumstances.
• Explain ABA services, the intake process, and next steps clearly and compassionately.
• Listen to parents' concerns, answer questions, and provide support throughout the process.
• Maintain professional communication from initial inquiry through intake completion.
• Respond to new inquiries and follow up throughout the intake process.
• Re-engage families who have become unresponsive or stalled.
• Identify barriers and work with families to find solutions.
• Use consultative sales techniques to address hesitation, overcome objections, and encourage completion of intake requirements.
• Maintain engagement to improve conversion rates and reduce lost opportunities.
• Own each family's progress and ensure follow-up actions are completed.
• Collect and accurately document client and family information.
• Assist with required intake documentation, insurance details, and diagnostic records.
• Track family progress and outstanding requirements throughout the intake pipeline.
• Maintain records and follow-up tasks using internal systems, spreadsheets, and digital tools.
• Coordinate with intake, billing, clinical, and staffing teams to support transition into services.
• Identify delays, follow up on outstanding items, and resolve intake bottlenecks.

• Bachelor's degree required.
• Excellent spoken English, with clear pronunciation and strong telephone communication skills.
• Highly developed emotional intelligence and the ability to communicate with empathy, patience, and sensitivity.
• Strong interpersonal skills and the ability to build rapport and trust quickly.
• A customer-focused, sales-oriented mindset with the confidence to guide conversations toward a clear next step.
• Comfortable handling objections, following up persistently but respectfully, and encouraging prospective clients to complete the intake process.
• Excellent organizational skills, attention to detail, and the ability to manage multiple families and follow-up tasks simultaneously.
• Proactive, self-motivated, and able to take ownership of responsibilities without constant supervision.
• Comfortable working with CRM systems, spreadsheets, and other digital tools.
• Able to work 40 hours per week with substantial overlap with U.S. Eastern Time business hours.
• Previous experience in healthcare intake, patient coordination, patient admissions, customer success, or consultative sales.
• Experience handling inbound and outbound calls with U.S.-based customers.
• Familiarity with healthcare services, insurance processes, autism services, or Applied Behavior Analysis (ABA) therapy.
• Experience managing a pipeline of prospective clients from initial inquiry through onboarding or service commencement.
• Experience in a target-driven or conversion-focused environment.

• Fully remote position.
• Monday to Friday, 7:00 AM–3:00 PM EST.
• 40 hours per week.
• No weekend work.
• 14 days PTO.