Bilingual Inbound Client Engagement Specialist (English/Spanish) (CT 10-7PM)
Positive Development · United States · 2 mo ago
RemoteRemoteEducation$60k–$65k/yrFull-time
Position Summary
The Inbound Client Engagement Specialist is responsible for managing Positive Development’s inbound client inquiry queue and supporting the intake process with a strong emphasis on qualified lead conversion, responsiveness, and throughput.
Key Responsibilities
- Actively manage the inbound inquiry queue across phone, email, web forms, and referral channels, ensuring timely first contact with all new families.
- Conduct prompt outbound outreach to qualified inquiries to confirm interest, screen for service fit, and guide families into the intake process.
- Apply consistent qualification criteria to determine readiness, eligibility, and next steps for each inquiry.
- Convert qualified leads into active intakes by clearly articulating service value, setting expectations, and removing barriers to engagement.
- Maintain high data accuracy across CRM and electronic health records (EHRs).
- Track outreach attempts, contact outcomes, conversion status, referral sources, and reasons for non-conversion.
- Identify patterns in lead drop off, disqualification, or delays and surface insights to the Director of Client Engagement.
- Adhere to defined service-level expectations for response time, documentation, and follow-up.
Qualifications
- 3+ years of experience in healthcare, behavioral health, developmental services, care coordination, or client engagement roles.
- Experience working within large, multi-site systems or complex operational environments.
- Demonstrated success managing very high-volume inbound queues, competing priorities, and rapid turnaround expectations.
- Strong understanding of healthcare intake processes, documentation requirements, referral coordination and insurance workflows.
- Excellent verbal and written communication skills; ability to communicate with empathy, professionalism, and clarity.
- High proficiency with CRM systems, intake platforms, and workflow management tools.
- Strong organizational skills with keen attention to detail and accuracy.
- Experience supporting autistic individuals or families in developmental, behavioral health, or therapeutic settings is preferred.
- Knowledge of payer requirements, authorizations, and eligibility processes in healthcare or human services.
- Experience working in a growing or evolving organization where processes are being continuously refined.
About Positive Development
Positive Development is the leading provider of developmental autistic services, committed to expanding access to high-quality, evidence-based care. We are focused on scaling our model, improving clinical outcomes, and optimizing our workforce to deliver exceptional client experiences.