Intake & Assessment Coordinator
New
T
The TreetopHealthcare, Behavioral Health
Remote - Must reside in the USA, 9:00 a.m.–5:00 p.m., 10:00 a.m.-- 6:00 p.m., 11:00 a.m.--7:00 p.m.Full-TimeEntry
Salary$45,000-$60,000 annual salary, based on experience
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Job Details
- Languages
- Bilingual Spanish/English skills preferred
- Experience
- 1+ year of experience in sales, outreach, intake, or client-facing roles
- Required Skills
- SalesforceCustomer serviceCRM
Requirements
- 1+ year of experience in sales, outreach, intake, or client-facing roles.
- Comfortable in a fast-paced, phone-driven environment.
- Excellent communication and persuasive skills.
- Driven by results, goals, and bonus opportunities.
- Familiarity with Salesforce or other CRMs (preferred).
- Detail-oriented, organized, and strong at follow-through.
- High school diploma required; associate’s or bachelor’s degree preferred.
- Experience in ABA, healthcare, or behavioral health is a plus.
- Bilingual Spanish/English skills preferred.
Responsibilities
- Serve as the first point of contact for families reaching out for services.
- Manage 75–100+ inbound and outbound calls daily.
- Explain therapy programs clearly and guide families through the intake process.
- Follow up to collect necessary insurance, documentation, and consents.
- Track progress and update information in Salesforce and other internal systems.
- Meet and exceed performance goals for responsiveness, conversion, and completion.
- Collaborate with internal teams to ensure a smooth, welcoming onboarding experience.
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