Intake Specialist

Float Health•Albany, NY

4d•$48,000 - $50,000•Remote

About The Position

As an Intake Specialist, you’ll play a key role in our operations and customer success by managing new patient referrals and coordinating timely start-of-care visits. These visits are typically more urgent than routine healthcare appointments, so your ability to act quickly, communicate clearly, and manage details with precision will directly impact patient outcomes and satisfaction. You’ll serve as a liaison between specialty pharmacies, nurses, and patients—leveraging technology platforms to ensure smooth coordination, timely staffing, and successful care delivery. This is an externally facing role that requires excellent organizational skills, strong attention to detail, and a proactive, solution-oriented mindset. Customer service is central to this position. As the first point of contact for patients, pharmacies, and nurses, you’ll represent Float Health with empathy, professionalism, and efficiency. Your ability to resolve issues quickly and accurately will help build trust and drive a seamless experience for all stakeholders. You’ll contribute to achieving company goals by making staffing decisions aligned with operational and financial objectives. You’ll need to be flexible and adaptable as priorities shift. We're looking for someone who is highly engaged and eager to identify opportunities to improve our workflows, technology, and overall user experience.

Requirements

Ability to utilize multiple technology platforms simultaneously
Ability to manage inbound communication while supporting other tasks
Ability to type 60 words per minute with high accuracy
Excellent critical thinking and problem-solving abilities
Highly organized with excellent time management skills
Exceptional customer service skills
Exceptional written and verbal communication, including the ability to digest and explain complex information clearly to all users
Ability to work effectively both independently and in a team environment

Nice To Haves

Proficiency in medical terminology and policies and prior experience in the healthcare industry is highly desirable
Previous infusion therapy, healthcare intake, or specialty pharmacy experience preferred
Previous start up experience is preferred

Responsibilities

Utilize the Float Health platform and supporting technology (Zendesk, Google Suite, Slack) to coordinate start of care visits, including:
Collecting information from pharmacies and patients
Matching appropriate nurses to patients
Managing offers in our marketplace to ensure we pay the nurses a responsible rate
Onboarding patients to Float Health
Confirming logistics and schedules with all users to ensure a safe and seamless home visit
Responding to restaff and reschedule requests as they arise
Communicate clearly, kindly, and proactively with specialty pharmacies, nurses, and patients via email, phone calls, chat, and SMS
Respond to Inbound phone calls, emails, chat, and SMS as well as initiating outbound
Work cross functionally with internal teams in shared queues and Slack to ensure visit documentation and other visit related tasks are completed
Prioritize and coordinate multiple tasks simultaneously
Learn new processes and technology continuously
Develop and maintain positive relationships with peers at specialty pharmacies
Complete tasks related to pharmacy engagement as needed
Provide feedback to improve our technology and processes