Client Engagement & Intake Specialist

📋 Description

• Timely Lead Response: Respond quickly to inbound SMS messages.
• Engaging Conversations: Ask open-ended questions to understand goals.
• Scheduling Support: Use Calendly to coordinate phone consultations.
• Accurate Documentation: Record info in CRM/scheduling systems.
• Relationship-Centered: Build rapport with empathy and active listening.
• Follow-Up Touchpoints: Provide personalized follow-ups when needed.

🎯 Requirements

• Exceptional Communicator: Strong written SMS and verbal skills.
• Empathetic & Curious: Genuine interest in people’s stories and goals.
• Tech-Friendly: Comfortable with CRMs and scheduling tools; training provided.
• Basic Excel Skills: Proficient with spreadsheets for data organization.
• Healthcare/Wellness Interest: Familiar with telehealth or concierge care is a bonus.
• Dependable & Responsive: Prompt replies during assigned windows.

🎁 Benefits

• Location: 100% remote.
• Schedule: Availability during East Coast hours (16:00–24:00 GMT).
• Compensation: Competitive pay.
• Human-Centered Work: Meaningful client care and connections.
• Flexibility: Balance role with personal/professional commitments.
• Professional Growth: Experience with in-demand platforms and tools.