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Intake Specialist (US - AI Healthcare Tech)

Remote: 
Full Remote
Contract: 
Salary: 
19 - 19K yearly
Work from: 

Offer summary

Qualifications:

Fluent in English, excellent communication, Background in speech pathology or mental health assessments, Familiarity with SaaS platforms or CRM tools, Experience in data entry and customer inquiries, Detail-oriented with strong organizational skills.

Key responsabilities:

  • Guide clients through onboarding process
  • Collect and organize essential client information
  • Input and maintain accurate client data in CRM
  • Respond promptly to client inquiries and provide solutions
  • Act as liaison between clients and internal team
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Catena Human Resources, Staffing & Recruiting SME https://www.pearltalent.com/
2 - 10 Employees
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Job description

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Your missions

Work Arrangement: Fully remote, PST working hours

Job Type: Full-time

Salary Range: Up to $1,600 per month, based on experience, with performance-based bonuses

Work Schedule: 40 hours per week, Monday - Friday, 9 AM - 5 PM or potentially moving to EST depending on the market response.

About Pearl Talent:

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Why Work with Us?

We mean what we say that we’re building a different recruiting company here. We only work with exceptional founders from the US and EU who care about the long-term success of their team members. We also provide you with attainable 3, 6, 9, 12 month, and beyond retention bonuses in addition to community oriented opportunities like an annual retreat.

About the Company:

Client is an innovative healthcare technology company that uses advanced AI to automate the creation of electronic medical records. Their mission is to streamline medical documentation, helping healthcare providers focus more on patient care. By leveraging AI algorithms, they ensure accurate and efficient record-keeping, improving both provider workflows and patient outcomes.

Role Overview:

This role involves being the main point of contact for new clients, guiding them through the onboarding process and gathering essential information. Responsibilities also include inputting client data into CRM systems, keeping records up to date, and providing client support and follow-up to ensure a smooth transition and address any issues or concerns.

Your Impact:

In this role, you will ensure a smooth onboarding process for new clients, directly improving their experience with our platform. Your work will contribute to efficient data management and client satisfaction, supporting the company’s goal of enhancing healthcare through AI-driven technology.


Key Responsibilities:
1. Client Onboarding & Relationship Management
  • Serve as the primary point of contact for new clients, guiding them through the onboarding process.
  • Collect and organize essential client information, setting up accounts and ensuring a smooth transition to the platform.
  • Conduct training sessions on platform usage, ensuring clients are comfortable and well-informed.
2. Data Collection & CRM Management
  • Input and maintain accurate client data in the CRM, ensuring records are always up to date.
  • Organize and manage client records for easy accessibility and efficient follow-up.
  • Regularly update CRM entries with new information and ensure data accuracy.
3. Client Support & Follow-Up
  • Respond promptly to client inquiries and provide solutions during the onboarding phase.
  • Proactively follow up with clients to ensure they are properly using the platform and resolve any concerns.
  • Act as a liaison between clients and the internal team to ensure client satisfaction.

Requirements

Must-Have:
  • Fluent in English with excellent written and verbal communication skills
  • Background in speech pathology or experience with intake assessments for mental health or ABA therapy.
  • Familiarity with SaaS platforms or CRM tools.
  • Experience in data entry and handling customer inquiries.
  • Detail-oriented with excellent communication skills.

Benefits

Competitive Salary: Up to $1,600 per month, based on experience and skills

Remote Work: Fully remote—work from anywhere

Generous PTO: Ample paid time off to rest and recharge

Health Coverage: HMO coverage after 3 months for full-time employees

Direct Mentorship: Grow through guidance from international industry experts

Learning & Development: Ongoing access to resources for professional growth

Global Networking: Work and connect with professionals around the world

Work-Life Balance: Flexible hours that support a healthy work-life balance

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
Check out the description to know which languages are mandatory.

Soft Skills

  • Verbal Communication Skills
  • Detail Oriented

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