Source Job

$54,500–$66,500/yr
US

  • Guide prospects (SLPs, patients, caregivers) to select Lingraphica products based on their unique communication needs.
  • Conduct engaging AAC device demos and conversations via phone, email, Zoom, and chat.
  • Screen customers for trial appropriateness and ensure understanding of the trial process.

Customer Service HubSpot Microsoft Office

20 jobs similar to Intake & Engagement Specialist

Jobs ranked by similarity.

US

  • Maintain awareness of product updates and processes to provide exceptional customer service.
  • Interact with prospects and customers via calls, email, and chat to create and maintain relationships.
  • Document issues and escalate concerns using a ticket system while assisting with Tier 1 troubleshooting.

Lingraphica is a mission-driven organization that provides speech-generating devices to help improve communication for people with aphasia and other speech impairments. They are a leader in AAC technology and a fast-paced, goal-oriented employer focused on improving communication outcomes.

$19–$24/hr
US

  • Support members via phone, email, and chat with empathy and professionalism.
  • Guide members to mental health resources and provide crisis support.
  • Meet performance metrics including service level agreements and customer satisfaction scores.

Care.com is a consumer tech company on a mission to help families find great care for loved ones. Available in over 20 countries, it is the world's leading platform for family care, with a culture that values empathy and helping hands.

US Unlimited PTO

  • Identify, outreach, and enroll eligible individuals into the program through phone, text, email, and in-person at partner locations.
  • Build trust through empathetic communication and meet key enrollment metrics to support underserved communities.
  • Leverage bilingual skills (English/Spanish) to connect with individuals experiencing serious mental illness, homelessness, or high medical needs.

Pair Team is an innovative, mission-driven company reimagining how Medicaid and Medicare serve underserved populations through whole-person care. They are one of the largest Enhanced Care Management providers in California with a collaborative team of clinicians, social workers, and technologists.

US

  • Serve as the central telephonic point of contact for prospective participants, building trust-based relationships from the first conversation.
  • Make outbound follow-up calls to prospects and support inbound campaigns by educating about PACE services and eligibility.
  • Coordinate warm handoffs to on-the-ground Enrollment Specialists and ensure a seamless transition from central touchpoint to local engagement.

Habitat Health empowers older adults through the Program of All-Inclusive Care for the Elderly (PACE), providing comprehensive medical care and support for daily needs. They are a growing organization supported by leading healthcare investors, focused on mission-driven care.

$1,142–$1,220/mo
US

  • Handle inbound calls from prospective clients and screen lead quality.
  • Schedule consultations and process payments accurately.
  • Follow established procedures to ensure a smooth and professional intake experience.

The company provides professional services and manages client intake processes. It maintains a structured, client-focused culture with remote work options.

$23–$24/hr
US

  • Own proactive outbound outreach to schedule patient appointments with Cadence clinicians and care team members.
  • Drive patient adherence to daily vital sign monitoring through consistent, personalized engagement.
  • Identify patients at risk of disengaging and execute re-engagement outreach to restore active participation.

Cadence is a clinical AI company automating the treatment of chronic disease. Grounded in partnerships with more than 20 leading health systems and serving over 100,000 patients, the company has been recognized by TIME as a top healthtech company and LinkedIn as a top startup.

US

  • Engage with prospective clients through 60-100 outbound calls daily, recording interactions in CRM.
  • Review medical charts and support clients in completing psychosocial assessments.
  • Apply evidence-based practices like Motivational Interviewing and Trauma-Informed Care in all interactions.

Vynca provides comprehensive care for individuals with complex needs, aiming for more quality days at home. They are a close-knit community guided by values of Excellence, Compassion, Curiosity, and Integrity.

US

  • Conduct outbound phone outreach and answer inbound calls to connect eligible members to RightMove's virtual MSK care.
  • Educate patients on available care options, verify eligibility, and schedule initial clinical evaluations.
  • Accurately document all patient interactions in CRM systems and escalate complex issues to internal teams.

RightMove is a fast-growing digital health startup delivering best-in-class musculoskeletal (MSK) care through a value-based, virtual model. We are backed by the #1 orthopedic hospital in the world and focus on improving outcomes and reducing unnecessary healthcare costs.

US

  • Own the intake journey, guiding families from initial inquiry through confirmed start of care.
  • Navigate insurance and access to care, helping families work through requirements and communicate next steps.
  • Coordinate across internal teams and ensure quality and fit for Alpaca's model.

Alpaca Health enables clinicians to become entrepreneurs in autism care by providing AI-powered software, payer contracting, and full back-office infrastructure. They have raised over $14M from early-stage investors, serve hundreds of patients, and are growing 30% month-over-month.

US 4w PTO

  • Speak with potential clients to understand their needs and sign them as new clients, using a soft sales approach.
  • Work independently to handle a high volume of calls and messages, managing and tracking prospect pipeline.
  • Conduct detailed phone interviews to assess case potential and conduct new client intake and onboarding.

The Advocates is a growing personal injury law firm with branches across the United States, dedicated to representing victims of accidents with kindness and respect. The PNW branch, headquartered in Seattle, WA, has branches in Portland, OR and Spokane, WA and works with clients throughout Washington and Oregon.

$26–$34/hr
US

  • Act as the frontline connection between Care Access and potential study participants through phone, email, and mail.
  • Educate patients about clinical research and conduct remote pre-screening using checklists to assess eligibility.
  • Maintain meticulous records, schedule study visits, and collaborate with study teams and coordinators.

Care Access is a healthcare research company that brings clinical trials and health services directly to communities through hundreds of locations and mobile clinics. They are a global team with a culture focused on making health more accessible and putting people at the heart of medical progress.

United States

  • Guide prospective adult and graduate students through the admissions and enrollment process using consultative counseling and sales techniques.
  • Conduct frequent inbound and outbound phone calls and follow-up communications to understand student goals and recommend programs.
  • Achieve monthly enrollment targets by applying proven recruitment and closing strategies while maintaining a student-centered approach.

The company partners with educational institutions to provide enrollment counseling services for adult and graduate students seeking online higher education. It operates as a remote-first organization with a collaborative team environment focused on student success.

$1,100–$1,200/mo
Argentina 3w PTO

  • Act as the first point of communication for prospective students and preceptors.
  • Meet personal and team sales goals to drive student onboarding.
  • Provide fast communication via Avochato, email, chatbot, and other sources.

NPHub helps nursing students find clinical placements via an online platform. We foster a positive and uplifting team environment.

$55,000–$75,000/yr

  • Represent Noctrix in direct virtual patient interactions, including application training, product demonstrations, and proactive and reactive therapy support.
  • Serve as a consultant to clinicians and technicians during implementation and calibration sessions to ensure smooth integration.
  • Capture therapy support needs and provide feedback to product management and development teams.

Noctrix Health is redefining the treatment of chronic neurological disorders with clinically validated therapeutic wearables. Our team of medical device specialists, neuroscientists, and consumer electronics engineers is dedicated to delivering prescription-grade therapy with an outstanding user experience.

LATAM Africa Eastern Europe

  • Manage inbound sales conversations via SMS, email, and live chat to engage warm prospects.
  • Nurture leads through consultative communication, overcoming objections and guiding customers toward conversion.
  • Maintain accurate CRM documentation and collaborate with internal teams to improve engagement processes.

The company is a fast-growing digital healthcare firm providing accessible telehealth and prescription treatments through an online platform. It emphasizes technology, licensed professionals, and personalized support, with a culture focused on customer experience and responsible communication.

US

  • Conduct outbound calls and intake visits for new clients while logging activities in Salesforce.
  • Perform psychosocial assessments and create care plans using evidence-based practices.
  • Review medical charts and communicate client needs to the care team for personalized planning.

Vynca is a healthcare company transforming care for individuals with complex needs, focusing on comprehensive care for more quality days at home. They are a close-knit community guided by core values of excellence, compassion, curiosity, and integrity.

Atlanta, GA

  • Build a broad referral base to champion the growth of Centria Autism and Life Skills Autism Academy centers.
  • Call and visit potential referring providers including pediatricians, neurologists, and other healthcare professionals.
  • Increase local awareness of service offerings through events, influencer groups, and employer partnerships.

Centria Autism is a provider of autism therapy services, operating centers and offering in-home and center-based care. The company is focused on growth and community outreach, with a collaborative culture that values diversity and inclusion.

US

  • Conduct 40–60 outbound calls daily to U.S. healthcare facilities to identify decision-makers and introduce care services.
  • Pre-qualify potential referrals regarding discharge timing, care needs, and insurance status, then schedule appointments for the field-based liaison team.
  • Maintain accurate CRM records of all outreach interactions, referrals, and appointments while working toward daily and weekly performance targets.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies through objective, skills-based evaluation. The company focuses on ensuring fair and efficient recruitment processes for remote and flexible roles.

Texas

  • Make outbound calls to existing healthcare plan members and explain the available services.
  • Answer basic member questions and handle objections professionally using approved information.
  • Schedule appointments and accurately document call outcomes to meet quality and conversion goals.

Knowledge Rhino specializes in healthcare outreach and appointment setting for existing plan members. The company is a growing remote team that offers flexible work schedules and a supportive culture.

US

  • Act as the first point of contact for potential claimants, managing inbound leads via phone, text, and email.
  • Conduct prompt outreach to new leads using Salesforce and ZenDesk, and guide them through the onboarding flow.
  • Identify eligible leads and maintain accurate records of interactions to meet conversion goals.

Advocate empowers Americans to obtain government support by reducing wait times and bureaucratic obstacles in the benefits application process using AI and machine learning. They are a fully remote, small team of EDPNAs and case managers with a mission-driven culture.