ABA Intake Specialist

• Promptly contact prospective families following online sign-ups or inquiries.
• Conduct intake screenings to gather missing information and confirm eligibility.
• Provide compassionate support to families, establishing trust from the very first interaction.

• Accurately record and manage intake data in Salesforce.
• Convert qualified leads into opportunities and seamlessly transition them to the benefits verification and authorization team.
• Disqualify or close leads when appropriate (e.g., no qualifying diagnosis, unresponsive families).

• Proactively re-engage families who have paused or gone inactive to maximize conversions.
• Provide intake coverage during evenings and weekends as needed to capture leads in real time.

• Partner with Intake Managers to follow established SOPs, scripts, and quality assurance standards.
• Collaborate with cross-functional teams (clinical, revenue cycle management, operations) to ensure a smooth handoff and transition into care.
• Participate in ongoing training, feedback, and process improvement initiatives to enhance the patient and family experience.

• Bachelors degree or equivalent work experience preferred.
• 2+ years of experience in patient intake, customer service, or healthcare operations.
• Bilingual (English/Spanish) strongly preferred.
• Familiarity with Salesforce or other CRM systems.
• Experience with ABA (Autism) therapy or healthcare intake strongly preferred.
• Strong phone presence with excellent verbal and written communication skills.
• Demonstrated ability to provide empathetic, patient-centered support.
• Highly detail-oriented with exceptional organizational and multitasking abilities.
• Flexible availability, including evenings and weekends as needed.

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