Client Engagement & Intake Specialist

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Job Title:

Client Engagement & Intake Specialist

Location:

Remote

Time Zone:

US Time Zone

About the Role

We’re looking for a full-time

Client Engagement & Intake Specialist to join a team and serve as the first point of contact for new patient inquiries—primarily through SMS & phone calls, with occasional scheduled phone consultations. This isn’t your typical call center role. This approach is rooted in empathy, curiosity, and thoughtful conversations that build trust and guide prospective clients to the next step in their care journey.

This is a on-call position where you’ll stay available to respond quickly as leads come in throughout the day. When it’s quiet, there’s no ongoing call handling—but you’ll need to remain accessible to engage new inquiries promptly. This role is perfect for someone who’s a great listener, genuinely curious, and comfortable discussing topics related to health and wellness.

Key Responsibilities

• Timely Lead Response: Monitor and respond quickly and professionally to inbound SMS messages.
• Engaging Conversations: Ask thoughtful, open-ended questions to better understand each prospective client’s goals, needs, and health history.
• Scheduling Support: Use tools like Calendly to coordinate consultations for those who prefer a phone conversation.
• Accurate Documentation: Record key information in our CRM and scheduling systems (training provided).
• Relationship-Centered Approach: Build rapport through empathy and active listening—making clients feel heard, supported, and never rushed.
• Follow-Up Touchpoints: Provide friendly, personalized follow-ups when clients need more information or encouragement to schedule.

Qualifications

• Exceptional Communicator: Strong written skills for SMS conversations, along with clear and professional verbal communication for phone calls.
• Empathetic & Curious: You’re genuinely interested in people’s stories, goals, and challenges—and it shows.
• Tech-Friendly: Comfortable learning new systems; previous experience with CRMs, telehealth tools, or scheduling platforms is a plus. (We’ll train you in Go High Level and DrChrono.)
• Basic Excel Skills: Familiar with using spreadsheets for organizing or inputting data.
• Healthcare/Wellness Interest: Passion for or familiarity with fields like telehealth, chiropractic care, physical therapy, or concierge medicine is a bonus.
• Dependable & Responsive: Available to reply promptly to leads during assigned windows, even if the volume is sporadic.
• Detail-Oriented: Diligent about note-taking, system updates, and confidentiality best practices.

Please NOTE

It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps — the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles.

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