Intake & Engagement Specialist (Remote)

We need to output HTML fragment only, with headings

for sections: About the role, Responsibilities, Requirements (or Qualifications), Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Remove boilerplate, navigation, legal, EEO, etc. Must preserve all substantive info. Must not invent or summarize away detail. Must not include placeholder sections like "commensurate with experience". Must only include sections when posting has real specific content. Let's parse the posting. Content: - Intro paragraph about Lingraphica mission etc. That's about the organization; could be part of About the role? Actually "About the role:" heading appears later. The intro before "Job Description" is about company. Should we include that as part of About the role? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have an About the role section that includes description of role. The intro about Lingraphica could be part of About the role or maybe a separate "About the company" but not in list; we should not create extra headings not listed. So we can incorporate that info into About the role section as prose. - Then "Job Description About the role: The Intake & Engagement Specialist (IES) will serve as the primary point of contact..." That's the role description. - Then "Responsibilities:" with bullet list. - Then "Qualifications Minimum Qualifications:" list. - Then "Preferred Qualifications:" list. - Then "Additional Information" includes Work Environment & Physical Demands, Travel, Accommodations, Lingraphica and Pay Transparency, etc. We need to map to allowed sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have Qualifications (minimum and preferred). Could combine into Qualifications section. Could also have Skills section if we want to extract skills from qualifications. But we should not create thin sections. The posting includes qualifications (education, experience, skills). Could put them under Qualifications. Skills could be separate if we want, but we might combine. We have Pay: The posting includes salary range: $54,500 to $60,500 per year, plus $3,000 bilingual differential. That's specific pay info. So we should include a Pay section. We have Benefits: The posting mentions "comprehensive benefits package" but no specifics. It says "In addition to competitive base pay, we offer a comprehensive benefits package". That's vague; not specific benefits listed. According to rule: never create Benefits section unless posting actually states them. It does not list specific benefits (like health insurance, 401k, etc). So we should NOT include a Benefits section. Schedule: Not mentioned. No schedule info. So omit. Requirements: Could be same as Qualifications? The heading "Requirements" maybe for mandatory qualifications. But we have Qualifications section already. We could treat Qualifications as Requirements. But we have both Minimum and Preferred qualifications. Could put under Requirements (minimum) and maybe Skills (preferred). However instruction: Use headings as given; we can decide to include Requirements for mandatory qualifications, and Skills for preferred or skill-based qualifications. But we must not create sections with filler. Let's see if we can extract specific skill requirements: "Proficiency with Microsoft Office and online chat tools", "Ability to effectively engage customers by offering personalized solutions", "Curious thinker with a desire to improve existing processes", "Excellent communication skills (written, verbal and listening)", "Compassionate / Empathetic", "Able to deliver a positive customer experience", "Excellent time management and multi-tasking skills", "Ability to perform above expectations in a fast paced and dynamic environment", "Ability to excel while working as a team and independently, with a positive attitude", "Ability to problem-solve to remove or mitigate potential obstacles before and during the pre-trial process", "Ability and willingness to travel within the U.S. (including airline travel) is required up to 2 times per year". Those are more like qualifications/skills. We could have Requirements (minimum qualifications) and Skills (preferred qualifications + skills). But we need to ensure we don't duplicate. Better: Use Qualifications section for both minimum and preferred (as they are qualifications). Then we could omit Skills section. That would be fewer sections. We have About the role, Responsibilities, Qualifications, Pay. That's four sections. Check if any other specific content: Work Environment & Physical Demands: "Work is performed remotely from a home office. The individual is expected to maintain a safe, productive workspace with reliable and secure internet access. This role requires the ability to operate a computer, communicate verbally, and participate in virtual meetings with or without reasonable accommodation." That's substantive. Could be part of About the role or maybe a separate section like "Work Environment". Not in allowed headings. Could we incorporate into About the role? Probably yes, as part of role description. But we already have About the role describing duties; we could add a paragraph about work environment. That's okay. Travel: Already mentioned in qualifications; we can include there. Accommodations: mention of accommodations; could be part of Qualifications or About the role. Might be okay to include in Qualifications as a note. Pay Transparency: Already covered in Pay section. Thus final HTML:

About the role

... (company mission + role description)

Responsibilities

• ... each responsibility

Qualifications

• ... minimum qualifications
• ... preferred qualifications

maybe separate lists? Could do two

but better to separate with headings? Not allowed extra headings. Could just list all items. But we need to preserve all substantive info; we can split into Minimum Qualifications and Preferred Qualifications as separate
but without headings? Might be okay to just have one list with all items. However we risk losing distinction but still preserve info. The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't require preserving the distinction between minimum and preferred, but we could keep them as separate lists with a preceding

indicating "Minimum Qualifications:" and "Preferred Qualifications:" as prose inside the section. That's allowed: we can have

Minimum Qualifications:

then
... then

Preferred Qualifications:

then
... That's still within Qualifications section. Similarly for Responsibilities we can just list. Pay section:

Pay

The starting salary range for this position is $54,500 to $60,500 per year. A $3,000 bilingual differential is provided when applicable.

We should not include Benefits or Schedule. Now we need to strip boilerplate: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. The posting includes "We encourage open conversations about compensation..." etc. That's part of Pay Transparency; we can keep that as part of Pay section maybe. Also "To learn more about Lingraphica, visit: www.lingraphica.com! To learn more about our benefits offerings, click here!" That's promotional; maybe we can drop as it's not substantive about the role. Also "This Organization Participates in E-Verify..." that's legal boilerplate; remove. Also "Accommodations At Lingraphica, we are committed to creating an inclusive and accessible environment..." That's substantive about accommodations; we could keep as part of Qualifications or About the role. It's about ability to perform essential duties with accommodation. Could include in Qualifications as a note. We need to ensure we don't include duplicated lines. The posting repeats travel ability twice; we should include once. Let's extract content. First, About the role content: - Intro: "Lingraphica is a mission-driven organization that provides speech-generating devices to help improve communication, speech, and quality of life for people with communication impairments. Lingraphica is a leader in augmentative and alternative communication (AAC) technology, helping people with aphasia and other speech and language impairments communicate and engage more fully in daily life. Through a combination of innovative devices, software, and services, Lingraphica is focused on improving communication outcomes and supporting individuals, families, and care teams. We look for candidates who enjoy working in a fast-paced, goal-oriented environment, and who share our commitment to helping individuals on their communication journey." - Then role description: "About the role: The Intake & Engagement Specialist (IES) will serve as the primary point of contact for customers during the pre-intake stage. This individual is a key player in educating caregivers, individuals with communication disorders, and clinicians on the benefits of Lingraphica’s offerings, requiring in-depth knowledge of how our offerings align with various medical and speech diagnoses. Intake & Engagement Specialist efforts will lead to AAC device intake submissions and ensure monthly intake goals are met or exceeded. The IES will also be responsible for ensuring customers understand the trial process and next steps in their journey, setting clear expectations and helping them feel prepared and supported for success throughout the process." We can combine into a few paragraphs. Now Responsibilities list (as given): - Offer a consultative approach to guide prospects (SLPs, patients, and caregivers) to Lingraphica products and offerings best aligned with their unique communication needs - Develop and maintain expert knowledge of Lingraphica's devices, software, accessories, and product enhancements, effectively matching features and benefits to each customer's functional communication goals and clinical presentation. - Demonstrate the ability to translate clinical and product knowledge into meaningful, personalized recommendations that help customers understand how AAC solutions may support improved communication and quality of life. - Conduct engagement conversations through multiple platforms including inbound calls, outbound calls, email, zoom, and online chat - Provide engaging and comprehensive AAC device demos via zoom - Offer a world-class customer experience in every interaction consistent with Lingraphica’s core values - Demonstrate the ability to adapt and think critically beyond established scripts, leveraging a deep understanding of our products and their applications across various communication disorders. - Exhibit creativity and flexibility in tailoring interactions to meet the unique needs of each customer. - Contribute to weekly projected intake goal through engagement activities - Effectively nurture leads and intake opportunities by leveraging engagement and consultative sales strategies, with strategic follow-up throughout their assigned caseload. - Screen new customers for trial appropriateness - Ensure clients have a complete understanding of the trial process - Confirm accuracy of all patient information (insurance, demographics, diagnoses, etc.) - Follow up with SLP, client, and/or care parter to get missing information, as needed - Maintain complete and accurate documentation within CRM systems while ensuring HIPAA compliance and data integrity. - Utilize HubSpot reports to monitor data trends and provide process and communication recommendations based on the data - Report weekly metrics that support individual and team goals - May conduct other duties as assigned Now Qualifications: Minimum Qualifications: - Bachelor's Degree in Communication Sciences and Disorders or a related field or equivalent combination of education & experience - 2 years of B2C or B2B customer service experience - Proficiency with Microsoft Office and online chat tools - Ability to effectively engage customers by offering personalized solutions - Curious thinker with a desire to improve existing processes - Excellent communication skills (written, verbal and listening) - Compassionate / Empathetic - Able to deliver a positive customer experience - Excellent time management and multi-tasking skills - Ability to perform above expectations in a fast paced and dynamic environment - Ability to excel while working as a team and independently, with a positive attitude - Ability to problem-solve to remove or mitigate potential obstacles before and during the pre-trial process - Ability and willingness to travel within the U.S. (including airline travel) is required up to 2 times per year for in-person team and all-company meetings Preferred Qualifications: - AAC Experience