客户拓展专员
Client Outreach Specialist
Two Chairs 正在构建一种全新的心理健康体系，我们的理念是现状并不足够好。我们提供行业领先的临床体验、更好的客户结果、突破性的创新以及获得最高质量护理的途径，以此提升整个行业的标准。因此，我们很荣幸地被评选为 2025 年最佳工作场所（Great Place to Work）和 2025 年《财富》医疗行业最佳工作场所。
我们公司的价值观之一是“拥抱差异”，多样性、公平性、包容性和归属感是我们构建业务和团队的指导原则。我们鼓励所有背景的候选人申请，即使他们觉得自己不完全符合该职位的一些要求。
请注意，该职位的工作时间固定为太平洋时间上午 9 点至下午 5 点。
关于该职位
作为客户拓展专员，你是我们增长的主要推动者，是连接寻求帮助的人与我们提供的改变生活的护理服务之间的桥梁。这份工作远不止于协调——你将是一位值得信赖的顾问和倡导者，负责积极引导客户克服障碍，解决犹豫，并让他们愿意接受治疗。
你将主动接触潜在客户，确保每一次互动不仅能建立信任，还能直接促成护理的建立。你将加入一个快节奏的环境，你的工作将直接影响我们帮助人们进入护理的能力。我们寻找一位在每次互动中都能带来同理心、清晰度和奉献精神的人。
核心职责领域
- 客户注册与参与
- 向潜在客户介绍我们的注册流程并解决阻碍预约的任何问题
- 主动管理外向沟通，引导潜在客户建立护理并安排首次会面
- 劝说未参与的患者建立护理并安排首次预约
- 识别客户需求，提供清晰、易获取的信息，帮助他们应对心理健康领域的挑战
- 通过推动临床使用和护理依从性来改善健康结果
- 运营卓越与支持
- 验证保险资格和福利，以确保无缝的入职体验
- 在我们的 CRM 和患者门户中准确且及时地记录客户活动
查看英文原文
Two Chairs is building a new kind of mental health system based on the idea that the status quo isn’t good enough. Industry-best clinician experiences, better client outcomes, groundbreaking innovation, and access to the highest quality care are how we’ll raise the bar for the entire industry. With that, we're excited and honored to have been recognized as a 2025 Great Place to Work and 2025 Fortune’s Best Workplaces in Healthcare.
One of our company values is "Embrace Differences" and diversity, equity, inclusion, and belonging are the principles guiding how we build our business and teams. We encourage interested candidates from all backgrounds to apply even if they don't think they meet some expectations of the role.
Please note this position has a fixed schedule of 9am - 5pm PT.
About the role
As a Client Outreach Specialist, you are the primary driver of our growth, acting as the bridge between individuals seeking help and the life-changing care we provide. This role is far more than coordination—you’ll be a trusted advisor and advocate, tasked with actively navigating clients through obstacles, addressing hesitation, and empowering them to say "yes" to treatment.
You will be responsible for proactively engaging prospective clients, ensuring that every interaction not only builds trust but directly contributes to establishing care. You’ll join a fast-paced environment where your work directly impacts our ability to get people into care. We are looking for someone who brings empathy, clarity, and dedication to every interaction.
Core Areas of Responsibility
- Client Enrollment & Engagement
- Educate prospective clients on our enrollment process and address any areas of concern preventing booking
- Actively manage outbound communications to guide prospective clients towards establishing care and scheduling their first session.
- Persuade unengaged patients to establish care and schedule first appointment
- Identify client needs and provide clear, accessible information to help them navigate the mental health landscape.
- Improve health outcomes by driving clinical utilization and care compliance
- Operational Excellence & Support
- Verify insurance eligibility and benefits to ensure a seamless onboarding experience.
- Document client activity accurately and in a timely manner within our CRM and patient portal.
Impact and Success Indicators
Where you’ll make an impact in the first 90 days:
- Gain a comprehensive understanding of the Two Chairs care model and client journey.
- Achieve proficiency in our client portal and CRM tools to manage client interactions independently.
- Contribute to our enrollment and scheduling goals, ensuring clients are matched with their ideal provider efficiently.
- Understand the key reasons people do not enter into care, and effectively address them as a means of ensuring progress
- Consistently maintain high-quality and responsiveness standards in client communication.
We’re looking for someone with:
- A deep passion for our mission to restore humanity to healthcare and expand access to exceptional mental health care.
- A background in healthcare customer service or complex, fast-paced support environments.
- Experience using CRM tools or patient portals to manage workflows and communications.
- Strong verbal and written communication skills, with an ability to simplify complex information for clients.
- A collaborative mindset and the ability to work effectively in a team environment.
- Dependability, adaptability, and a proactive approach to solving problems.
- Ability to handle high-volume, dynamic workflows while maintaining empathy and attention to detail.
Compensation & Benefits
The offer range is dependent on qualifications and experience. New hires can reasonably expect an offer between $60,000 and $65,000.
Additional perks and benefits:
- Paid time off, including nine paid holidays and an additional Winter Office Closure from Christmas Day (Observed) through New Year's Day
- Comprehensive medical, dental, and vision coverage
- 401(k) Retirement savings options
- One-time $200 Work from Home reimbursement
- Annual $1,000 Productivity & Wellness Stipend to support your personal and professional goals
- Annual $500 subsidized company contribution to your healthcare FSA or HSA
- Paid parental leave
Outreach Notice to Applicants
We are thrilled that you’re interested in joining our team! To ensure a consistent and equitable hiring process for all candidates, we kindly ask that you refrain from reaching out to current employees regarding the role, your application, or the interview process. Our talent acquisition team is committed to carefully reviewing all applications and will reach out directly if they decide to move forward.
If you need a reasonable accommodation, please let your recruiter know so our People Team can assist you.
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.