Intake and Engagement Coordinator

About Our Client

The organization operates in the maternal mental healthcare space, addressing limited access to high-quality behavioral healthcare for maternal health patients. It provides patient-centered services focused on outreach, engagement, and consultation to help prospective patients understand and access appropriate care. The organization emphasizes empathetic, individualized support while working to expand access to behavioral health services in an underserved area.

About the Opportunity

The Intake and Engagement Coordinator supports prospective patients throughout the initial stages of accessing care. This position conducts consultations, manages intake communications, facilitates patient engagement, and helps ensure patients are properly screened, informed, and connected to appropriate services. The role directly contributes to a positive patient experience while supporting efficient intake workflows, accurate documentation, and compliance with patient privacy requirements.

Responsibilities

• Conduct 25-minute phone consultations with prospective patients for approximately four hours each day.
• Screen prospective patients, normalize their experiences, explain available therapy services, answer questions, verify insurance, and register patients on the platform.
• Manage patient intake phone and text lines for approximately two hours each day.
• Engage with patients and schedule consultations through phone and text communications.
• Conduct patient outreach through calls, SMS, and email.
• Assist patients with completing required intake forms.
• Maintain accurate patient records and documentation within the CRM system.
• Ensure patient information is handled in accordance with privacy and data protection requirements.
• Monitor conversion rates, engagement metrics, and other intake performance indicators.
• Participate in ongoing training and professional development opportunities.
• Identify and recommend process improvements to strengthen patient engagement and intake operations.

Requirements

• High school diploma or equivalent required; additional coursework in healthcare administration is a plus.
• Minimum of 2 years of experience in healthcare customer service or patient engagement.
• Direct patient experience in behavioral health care.
• Experience working with high call volumes or frequent patient interactions.
• Excellent verbal and written communication and interpersonal skills.
• Strong organizational skills with the ability to multitask effectively.
• Proficiency with healthcare software and CRM systems.
• Working knowledge of HIPAA requirements and patient privacy practices.

Pay

• $50,000 annual salary.
• Quarterly incentive program offering up to 17% of base salary.
• Eligibility for overtime.
• Equity package with potential for significant upside.

Benefits

• Paid time off.
• Parental leave.
• One-time stipend to enhance a work-from-home setup.
• Medical, dental, and vision insurance.
• 401(k) retirement plan.
• Bereavement leave, including support for miscarriage and pregnancy loss.
• Annual wellness benefits stipend.
• Annual professional development stipend.
• Virtual team events.