Intake Coordinator
David Genuth
About the role
Intake Coordinator
Full-time | Remote
Strict requirement: Clear, neutral to native-level spoken American English. Please only apply if you meet this requirement.
We’re looking for a highly organized, motivated, and outgoing Intake Coordinator to manage new and existing client leads and help families move through the intake process. This is a fast-paced, phone-heavy position that requires constant communication, strong follow-up skills, and the ability to manage multiple leads at once.
Requirements:
- Clear, neutral to native-level spoken American English (strict requirement)
- Excellent phone communication and interpersonal skills
- Highly organized and detail-oriented
- Persistent and proactive with follow-ups
- Comfortable spending most of the workday making and receiving phone calls
- Able to multitask and manage a large volume of leads
- Friendly, patient, and professional when communicating with families
Self-motivated and able to work efficiently without constant supervision
Responsibilities:
- New lead outreach: Call all new leads daily, answer questions, explain our services, and guide families through the intake process
- Consistent follow-ups: Follow up with leads who have not responded, including older leads who may still be interested in services
- Document collection: Request all required intake documents, including diagnostic evaluations, insurance information, referrals, and completed intake forms
- Documentation review: Make sure submitted documents are complete, accurate, and properly filled out, and follow up immediately on anything missing or incomplete
- Inbound and outbound calls: Handle a high volume of daily calls from prospective families while proactively reaching out to leads
- Lead tracking: Keep detailed, accurate records of every lead, including communication attempts, missing documents, and next steps
- Move leads forward: Consistently move families from initial inquiry to completed intake, ensuring no lead is forgotten or left without follow-up
Schedule:
- Full-time, Monday to Friday, 9:00 AM to 5:00 PM EST
- Must be consistently available during scheduled working hours