Intake Specialist

Position SummaryThe Intake Specialist is responsible for initiating contact and providing support to our clients seeking ABA therapy by smoothly guiding them through the intake process. This role requires someone who has excellent time management, is results-driven, and responds positively to adjustments.Duties and Responsibilities1. Client Intake + SupportReceive initial connections with clients and develop strong relationships with families.Build and maintain relationships with families and guide them through the diagnosis process.Manage a high volume of communication with new families and existing families waiting for a diagnosis.Follow up with all logistics-related communication from initial intake call to completed assessment.Categorize client's needs, clarify information, resolve, and provide solutions or alternatives.Communicate statuses on all leads and referrals and report back positive progress in services.Create and maintain accurate and confidential client files in relevant systems (e.g., SalesForce, CareConnect) throughout the intake process.Communicate effectively with team members to ensure a coordinated and efficient workflow.Obtain signatures on start-of-care documents.Schedule Initial Assessment appointments with families in coordination with Operations/Clinical teams.2. ProjectsParticipate in major projects and the implementation of new initiatives and processes.3. Compliance with Centria's Code of Conduct, policies and procedures, and Federal and State laws.4. Responsibility to report violations of Company policies or the Code of Conduct.Pay Range$19.80 - $25.00QualificationsEducationBachelor's Degree, or equivalent work in Sales and/or HealthcareWork ExperienceTwo (2) to three (3) years of inside sales or phone-based experienceSuccessful sales conversations and sales presentations experienceEquipment and Technology RequirementsBasic computer skillsWorking knowledge of laptop/desktop PCProficiency in Microsoft Suite (Word, Excel)Proficiency in G Suite (Gmail, Drive, Docs, Sheets, Google Meet)Other Competency RequirementsAbility to follow written instructionsAbility to use computers and computer/software programsAble to communicate expressively and receptivelyKnowledge and SkillsProficiency in PC software, especially word processing and spreadsheet programs;Effective communication skills, both written and verbal, with internal and external stakeholders;Ability to build rapport with team members, explain complicated information in an approachable and easily understood manner, effectively handle challenging phone conversations, and represent the Centria brand;Ability to organize, prioritize, and handle multiple tasks, adhere to established deadlines, and produce work that consistently meets or exceeds team benchmarks;Proven adaptability with a willingness to work both collaboratively and individually to achieve desired business outcomes;Excellent interpersonal and listening skills;Aptitude for applying critical thinking and problem-solving skills;Demonstrated strong work ethic with attention to detail, accuracy, and quality;Established track record of generating error-free work.Working ConditionsCentria's office hours are Monday through Friday from 8:30 AM - 6:00 PM.Additional time or occasional shift in schedule may be required to complete the above work or meet company objectives.Physical DemandsWhile performing the duties of this job, physical requirements such as bending, reaching, lifting, pushing, or pulling up to 30 pounds may be required. This role will require sitting most of the day as well as walking and standing periodically. This role may require close visual acuity on computer screens or monitors and the ability to analyze data and figures on a screen.