Intake & Referrals Coordinator

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Respond promptly to incoming referrals generated through Meta lead campaigns and referral channels.

• Reach out to prospective families via phone, email, and text messaging.

• Develop rapport and establish trust with families through professional and compassionate communication.

• Guide families through the enrollment and onboarding journey.

• Conduct intake calls and collect necessary client information and documentation.

• Clearly articulate agency services, processes, and next steps to potential clients.

• Maintain consistent follow-up with referrals to enhance conversion rates.

• Monitor referral status and keep accurate records within company systems.

• Collaborate with internal teams to ensure seamless onboarding and service initiation.

• Keep accurate intake documentation and administrative records.

• Assist with additional intake, referral, and client coordination activities as needed.

⛳️ Requirements

• Bachelor’s degree (BA/BS) is highly preferred.

• Previous experience as an Intake Coordinator, Intake Specialist, Referral Coordinator, Client Intake Coordinator, or a similar intake-focused role is required.

• Experience in intake coordination is essential.

• Strong customer service and client relationship management experience is preferred.

• Exceptional communication and interpersonal skills are necessary.

• Must be extremely personable, friendly, and professional in all interactions.

• A strong sense of initiative and self-motivation is required.

• Ability to work with urgency and proactively manage referral pipelines is essential.

• Strong organizational and follow-up skills are required.

• Ability to foster trust and create a positive experience for prospective families is necessary.

• Strong attention to detail and administrative accuracy is required.

• Experience in healthcare, ABA services, behavioral health, or related fields is preferred.

• Familiarity with Meta Leads, referral management systems, or lead-generation platforms is preferred.

• Ability to work independently in a remote environment is essential.

• A reliable internet connection and a suitable home office setup are required.

🏝️ Benefits

• Comfortable working U.S. hours.

• Remote work from home.