Posted 3 months ago
Intake & Referrals Specialist
AI Summary
A full-time remote Intake & Referrals Specialist who manages and converts incoming leads by handling inquiries, building rapport, collecting client information, and updating records in CRM and CentralReach.
About this role
Position: Intake & Referrals Specialist
Working Hours: US Hours (9am-5pm EST)
Employment Type: Full-Time, Remote Work
We are seeking a highly motivated ABA Intake & Referrals Specialist who is both sales-oriented and detail-oriented. This role is responsible for managing and converting incoming leads generated through advertisements, website inquiries, and referrals while ensuring accurate client information is collected and documented.
Key Responsibilities:
- Follow up promptly with a high volume of incoming leads from marketing campaigns, referrals, and website inquiries.
- Build rapport with prospective clients and guide them through the intake process.
- Collect and document client information clearly and accurately.
- Maintain consistent communication through calls, texts, and emails.
- Track lead activity and update records within CentralReach and CRM systems.
- Work closely with internal teams to ensure a smooth onboarding experience for new clients.
Requirements
- Previous intake, admissions, referrals, or sales experience preferred.
- Strong sales and relationship-building skills with the ability to confidently engage prospective clients.
- Excellent communication skills with a cheerful, professional, and empathetic approach.
- Highly organized with strong attention to detail and accurate data entry skills.
- Experience using CentralReach preferred.
- Basic CRM knowledge.
- Comfortable communicating via phone, text, and email.
Benefits
- Comfortable working U.S. hours
- Remote work from home
Fraud Disclaimer: ReWorks Solutions will never request payment during recruitment or require in-person office visits. All official communication will come from a ReWorks Solutions email address. Please verify any suspicious messages with our team directly.
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