Intake Manager

Key Responsibilities

* Manage the full intake process from initial inquiry through client onboarding.
* Respond promptly to inbound calls, website inquiries, referrals, and other lead sources.
* Conduct intake calls to gather client information, assess needs, and determine eligibility for services.
* Build rapport with prospective clients and families while providing exceptional customer service.
* Convert qualified leads into active clients through effective communication and follow-up.
* Maintain accurate and up-to-date records within CRM, EMR, or intake management systems.
* Coordinate onboarding documentation, insurance verification, and required paperwork.
* Schedule consultations, assessments, and onboarding appointments with relevant team members.
* Collaborate closely with clinical, operations, and administrative teams to ensure smooth transitions into services.
* Track intake metrics, lead status, conversion rates, and onboarding progress.
* Follow up consistently with prospective clients to maximize enrollment opportunities.
* Identify and resolve intake-related issues while maintaining a high standard of client satisfaction.
* Ensure compliance with company policies, confidentiality requirements, and industry regulations.

Requirements

* 3+ years of experience in intake coordination, client services, admissions, customer success, or a related role.
* Strong sales, relationship-building, and client conversion skills.
* Excellent verbal and written communication abilities.
* Proven ability to manage a high volume of leads and inquiries simultaneously.
* Exceptional organizational skills and attention to detail.
* Experience using CRM, EMR, scheduling, or practice management systems.
* Strong follow-up and problem-solving abilities.
* Ability to work independently while collaborating effectively with cross-functional teams.
* Proficiency with Microsoft Office Suite and Google Workspace.
* Healthcare, ABA, behavioral health, home care, or service-based industry experience is preferred.

Benefits

1. Comfortable working U.S. hours
2. 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.