Trial Onboarding Specialist

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Act as the main point of contact for customers throughout their pre-trial experience.

• Assist customers in a consultative sales approach, recommending Lingraphica solutions tailored to their needs.

• Showcase how Lingraphica technology can enhance communication, foster independence, increase participation, and improve quality of life.

• Inform customers, caregivers, and clinicians about AAC, the Lingraphica trial process, and available support resources.

• Stay updated on Lingraphica devices, software, accessories, and product upgrades.

• Respond to inquiries and objections, guiding customers into device trials.

• Modify interactions beyond standard scripts to address customer needs related to communication disorders.

• Evaluate potential customers for trial suitability and coordinate preparation activities for trials.

• Communicate confirmed insurance benefits, eligibility, coverage specifics, and financial responsibilities.

• Assist customers in navigating insurance and financial assistance options, ensuring all necessary documentation is collected.

• Manage scheduling, gather outstanding information, and eliminate barriers to trial readiness.

• Verify customer demographics, insurance details, diagnoses, and required documentation.

• Ensure precise CRM documentation while maintaining HIPAA compliance and data integrity.

• Track customer trends, engagement metrics, and operational performance to identify areas for process improvement.

• Collaborate with various teams throughout the sales and clinical journeys.

• Carry out additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree or an equivalent mix of education and experience.

• A minimum of two (2) years of experience in consultative sales, customer service, healthcare, insurance, sales support, or a similar customer-facing role.

• Capability to establish trust with customers and articulate product or service value through consultative dialogue.

• Excellent presentation, communication, and active listening skills.

• Ability to customize messaging to meet the unique needs of each customer.

• Familiarity with CRM systems such as HubSpot and Microsoft Office.

• Strong organizational abilities and the capacity to prioritize multiple tasks in a fast-paced setting.

• Skill in explaining insurance and financial information clearly and empathetically.

• Preferred: experience in healthcare, rehabilitation, insurance, or durable medical equipment (DME).

• Preferred: familiarity with HubSpot CRM.

• Preferred: experience with Augmentative and Alternative Communication (AAC).

• Willingness to travel within the U.S., including air travel, up to two times per year.

• Dependable and secure internet access for a home office setup.

• Authorization to work in the U.S. validated through E-Verify and Form I-9.

🏝️ Benefits

• A $3,000 bilingual differential when applicable.

• A comprehensive benefits package.

• Remote work opportunity from a home office.

• Reasonable accommodations for individuals with disabilities.

• Attendance at in-person team and company-wide meetings, requiring travel up to two times per year.