Client Intake Advocate

Behavioral Innovations•Addison, TX

7h•Hybrid

About The Position

Behavioral Innovations is seeking a highly organized and compassionate Client Intake Advocate to support families as they begin their ABA therapy journey. In this role, you'll serve as a trusted guide, helping families understand the intake process, gather required information, and move confidently through each step toward starting services. If you enjoy helping others, managing details, staying organized, and ensuring a smooth customer experience, this may be the perfect opportunity for you. As a Client Intake Advocate, you'll play a vital role in creating a positive and supportive experience for families seeking ABA services. You'll ensure each family receives timely communication, accurate information, and a smooth transition through the intake process.

Requirements

Bachelor's degree or equivalent professional experience.
Experience in customer service, patient intake, healthcare administration, client support, admissions, or similar service-oriented roles.
Strong organizational and time management skills.
Ability to manage multiple tasks while maintaining accuracy and attention to detail.
Excellent verbal and written communication skills.
Proficiency using CRM, EMR/EHR, Salesforce, or other data management systems.
Comfortable working in a fast-paced environment with established processes and performance expectations.

Nice To Haves

Experience in healthcare, behavioral health, therapy services, or medical office settings.
Experience coordinating documentation, insurance information, or client onboarding processes.
Bilingual communication skills are welcomed but not required.

Responsibilities

Serve as the primary point of contact for prospective families via phone, email, text, and chat.
Guide families through each step of the intake process with professionalism, empathy, and attention to detail.
Collect, review, and verify required documentation to ensure completeness and accuracy.
Coordinate with clinical, operations, scheduling, and authorization teams to support a seamless onboarding experience.
Maintain accurate records and documentation within Salesforce, CRM, and healthcare systems.
Monitor intake progress and proactively follow up on outstanding items.
Ensure all information is entered accurately and timely while maintaining confidentiality and compliance standards.
Provide exceptional customer service by responding promptly to questions and concerns.