Client Engagement Specialist + Executive Support

Zeeva Care•Los Angeles, CA

2d•$23 - $26•Hybrid

About The Position

Zeeva Behavioral Health is a therapist-led, woman-owned psychotherapy practice with offices in Sherman Oaks and West Los Angeles. We provide exceptional clinical care while staying genuinely accessible, including through commercial insurance, Medicare, and Medi-Cal. Our mission is to care for one another, bring light to the world, and advance trauma-informed, whole-person mental health, one life, one family, one community at a time. The Client Engagement Specialist role is crucial in ensuring the client experience is warm, responsive, organized, and seamless from the first inquiry through the end of care. This role extends beyond reception duties, involving active support throughout treatment, administrative barrier clearing, proactive follow-up for clients at risk of falling out of care, coordination of transitions, and ensuring resolution of open issues. Additionally, the role provides administrative and executive support to keep important priorities, projects, communication, and follow-through moving forward. This is an outcomes-driven position with defined goals for responsiveness, scheduling, follow-up, retention, accuracy, and resolution.

Requirements

1–2+ years in a high-volume client-facing role such as healthcare, intake, scheduling, customer service, customer success, admissions, hospitality, or consultative sales.
Excellent verbal and written communication.
Strong phone presence and genuine comfort speaking with people who may be struggling.
Proven ability to manage many conversations, follow-ups, and open tasks simultaneously.
Strong organization and attention to detail.
Comfort working toward measurable goals.
Initiative and strong follow-through.
Sound judgment and a clear sense of when something needs to be escalated.
Comfort across phone, text, email, scheduling software, and CRM systems.
Ability to work primarily in person in Sherman Oaks.

Nice To Haves

Behavioral health, psychotherapy, psychiatry, or another patient-facing healthcare setting.
Mental health intake or admissions experience.
Insurance eligibility or benefit-verification experience.
Familiarity with commercial insurance, Medicare, or Medi-Cal.
EHR or healthcare scheduling-platform experience.
Executive or administrative support experience.
Customer success, account management, admissions, enrollment, or consultative-sales experience.
Experience with retention, re-engagement, cancellations, or no-show management.

Responsibilities

Respond quickly and warmly to inquiries by phone, text, email, and web.
Listen closely to understand what someone is actually looking for.
Recommend thoughtful clinician matches based on understanding clinician specialties.
Gather demographic and insurance information accurately.
Coordinate eligibility and benefit verification.
Help prospective clients get scheduled accurately and efficiently.
Follow up with people who have not yet scheduled.
Help clear the barriers keeping someone from taking the next step.
Ensure every inquiry reaches a clear outcome.
Support scheduling, recurring appointments, cancellations, and appointment changes.
Notice gaps in care and proactively follow up.
Help clients navigate insurance changes, benefit questions, paperwork, and administrative needs.
Coordinate communication when a clinician's availability changes.
Support smooth transfers to another Zeeva therapist when appropriate.
Help clients reconnect after an interruption in care.
Route clinical questions to the appropriate clinician quickly and ensure the client receives an answer.
Track open client-care issues through resolution.
Keep CRM activity, follow-up tasks, scheduling, and client information accurate and current.
Support non-clinical transitions and discharge with care.
Coordinate scheduling, meetings, communication, and administrative priorities for the executive director.
Track action items, deadlines, commitments, and follow-up.
Help organize projects and ensure important work keeps moving.
Coordinate with clinicians, candidates, vendors, leadership, and outside partners.
Maintain organized and confidential information.
Notice unfinished work and help close the loop.