Intake and Engagement Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct 25-minute phone consultations with potential patients by listening attentively, fostering rapport, addressing concerns, and facilitating enrollment in the Seven Starling Care Model.

• Oversee prospective patient intake via phone and text communications.

• Make 50–75 outbound calls to assist patients with scheduling and completing intake forms.

• Help patients complete intake forms during consultation calls.

• Ensure accurate and current patient records and documentation in HubSpot CRM, adhering to privacy regulations.

• Track individual key performance indicators (KPIs), including conversion rates.

• Engage in continuous training and professional development.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Additional coursework in healthcare administration or a related field is advantageous.

• At least 2 years of experience in healthcare customer service or patient engagement.

• Outstanding communication and interpersonal abilities.

• Strong organizational skills and the ability to multitask effectively.

• Proficient in healthcare software and CRM systems.

• Familiarity with HIPAA regulations and practices related to patient privacy.

• Direct experience with patients in behavioral health care.

• Previous experience in roles with high call volumes or substantial patient interactions.

• Admissions, intake experience, or consultative sales experience with performance metrics/KPIs.

• Exceptional ability to balance empathetic support with professional boundaries.

🏝️ Benefits

• Quarterly incentive pay program up to 17% of salary.

• Eligibility for overtime pay.

• Meaningful equity package with significant growth potential.

• Competitive paid time off policies.

• Generous parental leave policy.

• One-time stipend to improve your work-from-home experience.

• Comprehensive medical, dental, and vision insurance.

• 401K retirement plan.

• Bereavement leave, including for miscarriage and pregnancy loss.

• Annual stipend for wellness benefits of your choice.

• Annual professional development stipend.

• Virtual team events.