Intake & Engagement Specialist
New
L
LingraphicaHealthcare, Medical Devices
United StatesFull-TimeEntry
Salary$54,500 to $60,500 per year
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Job Details
- Languages
- English, Spanish
- Experience
- 2 years of B2C or B2B customer service experience
- Required Skills
- Microsoft OfficeCustomer serviceHubSpotCRM
Requirements
- Bachelor's Degree in Communication Sciences and Disorders or related field, or equivalent experience.
- Bilingual proficiency in English and Spanish with strong written and verbal communication skills.
- Minimum 2 years of B2C or B2B customer service experience.
- Proficiency with Microsoft Office and online chat tools.
- Excellent time management and multi-tasking skills.
- Ability to work effectively in a fast-paced environment both independently and as part of a team.
- Ability to travel within the U.S. by air up to 2 times per year.
- Experience with HubSpot or other CRM platforms is preferred.
- Experience in sales, marketing, healthcare, or durable medical equipment is preferred.
- Strong knowledge or experience with AAC is strongly preferred.
Responsibilities
- Guide prospects including SLPs, patients, and caregivers to appropriate AAC products based on communication needs.
- Develop expert knowledge of devices, software, and accessories to match features to clinical goals.
- Conduct engagement via inbound/outbound calls, email, Zoom, and online chat.
- Perform engaging and comprehensive AAC device demonstrations via Zoom.
- Screen new customers for trial appropriateness and ensure understanding of the trial process.
- Verify patient information including insurance, demographics, and diagnoses.
- Maintain accurate documentation in CRM systems while ensuring HIPAA compliance.
- Monitor data trends using HubSpot and report weekly metrics to support goals.
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