Intake Advocate

Behavioral Innovations•Addison, TX

21h•Hybrid

About The Position

Behavioral Innovations is seeking an Intake Advocate to support families navigating the journey of autism care. As an Intake Advocate, you will play a critical role in shaping a family’s first experience with Applied Behavior Analysis (ABA) therapy. You will be the first point of contact, listening carefully to each family’s unique needs, answering questions, and guiding them through the intake process with warmth, professionalism, and clarity. This role is ideal for someone with a sales-oriented mindset – someone skilled at motivating action, overcoming objections with empathy, and turning inquiries into meaningful connections. You will build strong, trusting relationships with families via phone, email, chat, and text, guide them through the intake process ensuring all required documentation and insurance verification are complete, and collaborate with center staff and the authorizations team to ensure a seamless client experience from inquiry to first day of therapy. You will also track and document every stage of the client journey using our CRM and Electronic Health Record (EHR) systems, and provide exceptional service by balancing compassion, professionalism, and results-driven focus in all interactions.

Requirements

Bachelor’s degree or relevant work experience; preferably as an Intake Specialist in a healthcare setting.
Experience in intake, customer service, or sales.
Experience handling inbound/outbound calls with prospective clients.
A confident, empathetic communicator who can inspire families to take action.
Goal-oriented, thriving in a fast-paced, high-growth environment.
Skilled at managing multiple priorities, meeting deadlines, and staying organized.
Comfortable with metrics, detailed documentation, and using Salesforce or similar systems.

Nice To Haves

Familiarity with Salesforce and Electronic Medical Record (EMR) systems is a plus.

Responsibilities

Build strong, trusting relationships with families via phone, email, chat, and text.
Guide families through the intake process, ensuring all required documentation and insurance verification are complete.
Collaborate with center staff and the authorizations team to ensure a seamless client experience from inquiry to first day of therapy.
Track and document every stage of the client journey using our CRM and Electronic Health Record (EHR) systems.
Provide exceptional service by balancing compassion, professionalism, and results-driven focus in all interactions.