Client Engagement & Intake Specialist - Remote

Overview

This role involves engaging with prospective clients primarily through SMS and scheduled phone consultations, focusing on building trust and understanding their needs.

In Short

• Handle inbound inquiries via SMS and phone consultations.
• Build trust with prospective clients through thoughtful questions.
• Work in a flexible, on-call capacity throughout the day.
• Coordinate phone consultations via scheduling tools.
• Document client details accurately in CRM systems.
• Engage in personalized follow-ups with leads.

Requirements

• Excellent written and verbal communication skills.
• Genuine curiosity and empathy towards clients.
• Comfortable with learning new technologies and platforms.
• Familiarity with CRMs and telehealth software is a plus.
• Basic Excel skills for documentation.
• Interest in healthcare or wellness topics.
• Reliable availability to respond to leads.
• Attention to detail in documentation and communication.

Benefits

• Engage meaningfully with clients beyond a script.
• Flexible part-time schedule.
• Ongoing training in in-demand tools.
• Supportive team culture focused on empathy and care.