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Role Description

The Client Relations Specialist will play a vital role in the initial engagement and intake process for new clients. This position is responsible for managing incoming leads from various sources, understanding client needs, matching them with the ideal therapist, and ensuring a smooth transition to our support staff once the client begins their therapeutic journey.

• Field inquiries from potential clients via phone, email, and online forms
• Match clients with therapists that best suit their psychological needs and logistical preferences
• Schedule appointments based on providers' availability and abilities
• Manage lead nurturing processes to convert inquiries into active clients
• Maintain high levels of client satisfaction and service excellence throughout the intake process
• Collaborate with therapists and support staff to ensure seamless client transitions
• Keep accurate records of client interactions and statuses in our CRM system
• Provide a warm, friendly, and welcoming environment upon initial contact with each patient
• Stay informed about the latest developments in mental health to enhance client interactions

Qualifications

• At least 2 years of experience in customer service, sales, or client-facing roles, preferably in the healthcare or mental health field
• Proficient in CRM software and MS Office; tech-savvy with the ability to learn new tools quickly
• Strong interpersonal and communication skills
• Strong computer skills required
• Empathetic and compassionate understanding of mental health challenges
• Excellent organizational skills and the ability to handle multiple tasks simultaneously
• Bachelor’s degree in Psychology, Social Work, or related field preferred
• Experience verifying insurance benefits preferred

Benefits

• 401k Safe Harbor plan
• Dental Insurance
• Health Insurance
• Unlimited vacation policy
• Work-from-home
• Yearly employee engagement trips to NYC
• $24 - $29 an hour
• Must reside in one of the following states: AZ, CT, FL, IL, IN, NJ, NY, NC, OH, OR, PA, TX, or WA