Description:
About the job
Be the Calm, Caring Voice Clients Remember
A client's first conversation can make all the difference.
We're looking for an After-Hours Client Intake Specialist to support prospective clients with empathy, professionalism, and clear communication. You'll guide clients through the intake process, answer questions, collect important information, and ensure a smooth transition to the right team.
What You'll Do
- Answer incoming after-hours calls and client inquiries.
- Guide prospective clients through the intake and onboarding process.
- Explain services, expectations, and next steps.
- Collect, verify, and organize client documentation.
- Follow up to gather missing information.
- Coordinate seamless handoffs to the appropriate team.
- Maintain accurate client records while delivering exceptional customer service.
What You'll Bring
- 2+ years of experience in customer service, client intake, or another client-facing role.
- Excellent written and spoken English.
- A confident, compassionate, and professional phone presence.
- Strong communication, organization, and multitasking skills.
- Comfortable learning new systems and technology.
- Medical or healthcare experience is preferred.
- Experience with CentralReach or similar practice management software is a plus.
- A genuine passion for helping people.
Why Join Us?
- 100% remote, full-time opportunity.
- Make a meaningful impact by helping clients during important moments.
- Join a supportive, mission-driven team that values empathy, ownership, and excellence.
- Grow your career in a collaborative environment.
Why This Role Matters
Every client's journey begins with a conversation. Your ability to make people feel heard, informed, and supported will help build trust from the very first interaction. If you're passionate about helping others and creating exceptional client experiences, we'd love to hear from you
