Intake Advocate

Behavioral Innovations • Addison, TX

3h • Hybrid

About The Position

Behavioral Innovations is seeking an Intake Advocate to support families navigating the journey of autism care. This role is crucial in shaping a family's first experience with Applied Behavior Analysis (ABA) therapy, serving as the primary point of contact to understand needs, answer questions, and guide them through the intake process with professionalism and clarity. The ideal candidate will have a sales-oriented mindset, skilled in motivating action, overcoming objections with empathy, and fostering meaningful connections. Responsibilities include building relationships via phone, email, chat, and text; guiding families through intake, documentation, and insurance verification; collaborating with center staff and authorizations teams for a seamless experience; and tracking client journeys in CRM and EHR systems, all while providing exceptional service with compassion and a results-driven focus.

Requirements

• Bachelor’s degree or relevant work experience; preferably as an Intake Specialist in a healthcare setting.
• Bilingual communication skills are valued but are not required for this position.
• Experience in intake, customer service, or sales.
• Experience handling inbound/outbound calls with prospective clients.
• Familiarity with Salesforce and Electronic Medical Record (EMR) systems is a plus.
• 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

• Bilingual communication skills
• Experience as an Intake Specialist in a healthcare setting
• Familiarity with Salesforce and Electronic Medical Record (EMR) systems

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.

Benefits

• 10 days PTO
• 7 paid holidays
• Medical Insurance
• Vision Insurance
• Dental Insurance
• Supplemental Insurance Policies
• Wellbeing tools and programs to support physical, mental, and emotional wellness
• Employee Assistance Program (EAP)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level