Intake Specialist

Centria Autism • Farmington Hills, MI

1d

About The Position

The Intake Specialist initiates contact with clients seeking ABA therapy and supports families by guiding them through the intake process. The role involves building relationships with families, managing communications and logistics, coordinating assessments, and maintaining accurate, confidential client records. The specialist works with Operations and Clinical teams to support an efficient intake workflow, participates in projects and new initiatives, and follows company policies, the Code of Conduct, and applicable laws. The position requires strong time management, a results-oriented approach, adaptability, and effective communication.

Requirements

• Bachelor’s degree or equivalent work in Sales and/or Healthcare.
• Two to three years of inside sales or phone-based experience.
• Experience with successful sales conversations and sales presentations.
• Basic computer skills and working knowledge of a laptop or desktop PC.
• Proficiency in Microsoft Suite, including Word and Excel.
• Proficiency in G Suite, including Gmail, Drive, Docs, Sheets, and Google Meet.
• Ability to follow written instructions and use computers and computer software programs.
• Ability to communicate expressively and receptively.
• Effective written and verbal communication with internal and external stakeholders.
• Ability to build rapport with team members, explain complicated information accessibly, handle challenging phone conversations, and represent the Centria brand.
• Ability to organize, prioritize, and manage multiple tasks, meet deadlines, and produce work that meets or exceeds team benchmarks.
• Adaptability and willingness to work collaboratively and independently toward business outcomes.
• Strong interpersonal and listening skills.
• Critical-thinking and problem-solving skills.
• Strong work ethic and attention to detail, accuracy, and quality; track record of producing error-free work.

Responsibilities

• Receive initial client inquiries and build strong relationships with families.
• Guide families through the diagnosis process and maintain relationships with them.
• Manage a high volume of communications with new families and existing families awaiting a diagnosis.
• Follow up on logistics-related communications from the initial intake call through completion of the assessment.
• Categorize client needs, clarify information, resolve issues, and provide solutions or alternatives.
• Communicate the status of leads and referrals and report positive progress in services.
• Create and maintain accurate, confidential client files in relevant systems, such as Salesforce and CareConnect, throughout intake.
• Coordinate with team members to support an efficient workflow.
• Obtain signatures on start-of-care documents.
• Schedule initial assessment appointments with families in coordination with Operations and Clinical teams.
• Participate in major projects and implementation of new initiatives and processes.
• Comply with Centria’s Code of Conduct, policies and procedures, and federal and state laws.
• Report violations of company policies or the Code of Conduct.

What This Job Offers

• Job Type: Full-time