Intake Specialist – Client Intake and Operations Coordinator

This is a fully remote position, open to applicants in Honduras, +6 more countries.

📋 Description

• Assist prospective and current families throughout their journey with the organization.

• Lead families from their initial inquiry all the way to onboarding.

• Organize student placements with Executive Function coaches and literacy experts.

• Manage placements, schedules, cancellations, coverage, coach availability, and system updates.

• Follow up on unresolved issues, inactive clients, pending commitments, and other matters.

• Address client inquiries and escalate issues when necessary.

• Create and maintain precise client profiles and records for potential clients.

• Coordinate meetings, schedules, events, training sessions, and daily operations.

• Oversee communication channels, calendars, deadlines, records, and administrative tasks.

• Act as an administrative point of contact for active families.

• Ensure that forms and agreements are completed accurately.

• Communicate scheduling procedures, policies, and next steps during the onboarding process.

• Track referral sources and keep accurate lead information.

• Contact prospective clients to discuss services and respond to basic inquiries.

• Monitor incoming calls, emails, text messages, website inquiries, and referrals.

• Follow up on intake forms, agreements, payment details, and onboarding requirements.

• Transition qualified leads from initial inquiry to active client status.

• Collect information regarding students, families, services, availability, and locations.

• Pair students with suitable coaches based on their needs, qualifications, location, personality, and availability.

⛳️ Requirements

• Must be available to work during CST time zone.

• Expected to make approximately 16 to 30 calls each day.

• Excellent command of the English language, both written and spoken.

• Strong availability and dependability during scheduled work hours.

• Reliable internet and power access required.

• Proven job stability and longevity in previous roles.

• Experience in education, client services, administrative coordination, sales, customer service, or a related field is advantageous.

• Ability to work independently and recognize when escalation is necessary.

• Highly proactive and self-motivated.

• Strong time management and organizational abilities.

• Excellent communication skills and professional interpersonal capabilities.

• Strong customer service focus.

• High attention to detail and accuracy.

• Comfortable working under pressure in a fast-paced setting.

• Self-driven and dependable with a strong follow-through.

• Adaptable and quick to learn new systems and processes.

• Strong problem-solving and decision-making skills.

• Comfortable coordinating schedules and communicating with families, coaches, schools, partners, and internal stakeholders.

• Passionate about education and interested in supporting students and families.

• Professionalism, discretion, and sound judgment when managing client information.

• Proficiency in English and Spanish is a plus.

🏝️ Benefits

• Opportunity to work remotely.

• Work environment certified as a Great Place to Work.

• Guidance from recruiters throughout the application process.