Key Facts

Remote From:

Full time

Mid-level (2-5 years)

Spanish, English

Hard Skills

Salesforce Applied Behavior Analysis Cross-Functional Collaboration Lead Generation Health Care Industry Lead Generation Microsoft Dynamics CRM Patient Education And Counseling

Other Skills

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Training And Development
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Customer Service
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Quality Assurance
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Compassion
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Adaptability
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Multitasking
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Time Management
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Teamwork
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Organizational Skills
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Detail Oriented
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Verbal Communication Skills
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Relationship Building

Roles & Responsibilities

Bachelor's degree or equivalent work experience
2+ years of experience in patient intake, customer service, or healthcare operations
Bilingual English/Spanish strongly preferred
Familiarity with Salesforce or other CRM systems

Requirements:

Outreach screening: promptly contact prospective families after online sign-ups or inquiries; conduct intake screenings to gather missing information and confirm eligibility; provide compassionate support to establish trust from the initial interaction.
Lead management and documentation: accurately record and manage intake data in Salesforce; convert qualified leads into opportunities and transition them to benefits verification and authorization; disqualify or close leads when appropriate.
Conversion follow-up: 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.
Collaboration and quality: partner with Intake Managers to follow SOPs, scripts, and quality assurance standards; collaborate with cross-functional teams to ensure smooth handoffs; participate in ongoing training and process improvement.

Job description

Job Title: ABA Intake Specialist (Applied Behavior Analysis | Autism Care)

The ABA Intake Specialist (Applied Behavior Analysis | Autism Care) serves as the first point of contact for prospective families seeking care. This role is critical in shaping the family's initial experience by ensuring that all necessary information is gathered promptly and accurately, while guiding them smoothly through the benefits verification and authorization process.

The ideal candidate is empathetic, detail-oriented, bilingual (Spanish strongly preferred), and thrives in a high-volume, fast-paced environment.

Apply here: https://operationsarmy.com/application

Key Responsibilities

1. Outreach & Screening

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.

2. Lead Management & Documentation

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).

3. Conversion & Follow-Up

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.

4. Collaboration & Quality

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.

Qualifications

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.