Facilitate a high volume of inbound and outbound calls from prospective clients, families and referral sources Build deep trust and rapport with prospective clients, families and referral sources to gather demographics, presenting problems and treatment histories Clearly communicate financial policies, payment options, and potential financial assistance programs Maintain meticulous client records via Salesforce, including treatment consents and insurance information Coordinate with internal teams to ensure KPIs such as time-to-admission and client satisfaction are met Ensure consistent and timely coordination/communication with all prospective clients, families, and referral sources to advance clients into Charlie Health’s program Maintain a comprehensive understanding of Charlie Health's services, mission and vision and be able to pitch Charlie Health’s innovative and individualized clinical model to clients and families