Client Referral Specialist - Remote

Overview

The Client Referral Specialist plays a crucial role in enhancing the process of client evaluations following Lingraphica’s At-Home Trial, coordinating with Speech-Language Pathologists (SLPs), physicians, and clients.

In Short

• Coordinate client evaluations post At-Home Trial.
• Establish connections with qualified SLPs.
• Articulate the At Home Trial process to SLPs.
• Manage SLP availability for client evaluations.
• Facilitate discussions between CTC and SLPs.
• Prepare speech therapy referral packets.
• Assist in scheduling evaluations with external providers.
• Document customer interactions in CRM.
• Utilize HubSpot for data trends and recommendations.
• Participate in team meetings to improve processes.

Requirements

• Experience in coordination and relationship management.
• Understanding of speech therapy practices.
• Excellent communication and interpersonal skills.
• Familiarity with AAC devices preferred.
• Basic understanding of insurance policies preferred.
• Proficiency with HubSpot, Microsoft Excel/Word, Slack preferred.
• Associate’s degree preferred.
• 1-3 years of patient navigation experience.

Benefits

• Paid Time Off and Company Holidays.
• 401(k) Retirement Plan.
• Medical/Dental/Vision benefits.
• Employer Paid Life Insurance.
• Stipends for wellness and home office setup.
• Paid Family Leave.
• Annual bonus program.
• Year-Round Flex Fridays.
• Discounts on travel and insurance.