入组经理
Intake Manager
Intake Manager
工作时间：SAST 时间 上午9点-下午5点
简介
我们正在寻找一位经验丰富的、高度有条理的Intake Manager，负责从初步咨询到客户入职的整个客户接待流程。该职位是潜在客户的首要联系人，确保积极的体验，同时管理潜在客户转化、接待文件、日程安排以及与内部团队的协调。理想的候选人以客户为中心，注重细节，并擅长在建立关系与行政卓越之间取得平衡。
主要职责
- 从初步咨询到客户入职，管理完整的接待流程。
- 及时回应来电、网站咨询、推荐及其他潜在客户来源。
- 进行接待电话，收集客户信息，评估需求，并确定服务资格。
- 与潜在客户和家庭建立良好的关系，同时提供卓越的客户服务。
- 通过有效的沟通和跟进，将合格的潜在客户转化为活跃客户。
- 在CRM、EMR或接待管理系统中保持准确且最新的记录。
- 协调入职文件、保险验证和所需文件。
- 与相关团队成员安排咨询、评估和入职会议。
- 与临床、运营和行政团队紧密合作，确保顺利过渡到服务中。
- 跟踪接待指标、潜在客户状态、转化率和入职进度。
- 与潜在客户保持持续跟进，以最大化注册机会。
- 识别并解决接待相关问题，同时保持高水平的客户满意度。
- 确保符合公司政策、保密要求和行业法规。
要求
- 3年以上接待协调、客户服务、招生、客户成功或相关领域的工作经验。
- 强大的销售能力、关系建立能力和客户转化技能。
- 出色的口头和书面沟通能力。
- 有能力同时处理大量潜在客户和咨询。
- 优秀的组织能力和细致入微的注意力。
- 使用CRM、EMR、日程安排或诊所管理系统经验。
- 强大的跟进和解决问题的能力。
- 能够独立工作，同时与跨职能团队有效协作。
- 熟练使用Microsoft Office套件和Google工具
查看英文原文
Intake Manager
Working hours: 9am-5pm SAST
Overview
We are seeking an experienced and highly organized Intake Manager to oversee the client intake process from initial inquiry through onboarding. This role serves as the first point of contact for prospective clients, ensuring a positive experience while managing lead conversion, intake documentation, scheduling, and coordination with internal teams. The ideal candidate is customer-focused, detail-oriented, and skilled at balancing relationship-building with administrative excellence.
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
- 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.
Originally posted on Himalayas