New Client Intake Specialist – Mental Health (In-Office)
New Client Intake Sales Specialist – Mental Health
Location: McKinney, TX (On-site only)
Compensation: $45,000–$60,000 annually $18/hour base pay
Monthly performance bonuses
Schedule: Full-Time | Monday–Friday | No weekends
About the role
Next STEPS Worldwide is a rapidly growing outpatient clinic specializing in psychological, therapeutic, and nutrition services. With over 30 locations and continued expansion across state lines, we deliver innovative, client-centered care with a holistic approach. Our New Client Scheduling & Care Navigation Team is at the heart of this mission.
Responsibilities
- Engage with new clients via phone, email, or web inquiries—most referred by insurance or medical providers
- Explain the purpose and value of psychological assessments versus starting with therapy
- Use consultative, solution-focused communication to match clients with the right service
- Guide clients through fee structures and confidently discuss out-of-pocket costs or insurance coverage
- Overcome objections with empathy, clarity, and a focus on long-term client outcomes
- Schedule assessments and ensure clients feel informed and supported
- Maintain accurate documentation in EMR and scheduling platforms
- Collaborate with intake advisors, clinical teams, and billing for a seamless handoff
Requirements
- Sales-minded with the ability to build trust, educate clients, and navigate financial discussions with professionalism
- Strong phone presence—you’ll be on calls most of the day
- Comfortable in a call center or phone-based client service environment
- Comfortable explaining the cost and clinical benefit of services, and addressing common objections (e.g., “I just want therapy”)
- Skilled in active listening, positive persuasion, and client-centered communication
- Critical thinker with the ability to recommend care pathways based on client needs
Qualifications
- Experience in healthcare scheduling, inside sales, or patient access/intake
- Strong communication skills with a compassionate and confident phone presence
- Sales-minded communicator with empathy and clinical professionalism
- Skilled in multitasking across phone systems, scheduling tools, and EMRs
- Bilingual (Spanish) a plus but not required
- Coachable, organized, and results-driven
- Experience discussing costs, insurance, or self-pay options is a plus
- Willing to train the right person with strong interpersonal and critical thinking skills
Skills for Success
- Sales-minded with the ability to build trust, educate clients, and navigate financial discussions with professionalism
- Strong phone presence—you’ll be on calls most of the day
- Comfortable in a call center or phone-based client service environment
- Comfortable explaining the cost and clinical benefit of services, and addressing common objections (e.g., “I just want therapy”)
- Skilled in active listening, positive persuasion, and client-centered communication
- Critical thinker with the ability to recommend care pathways based on client needs
Benefits
- Competitive Base Pay + Uncapped Monthly Performance Bonuses
- Full Medical, Dental, Vision, and Life Insurance
- 401(k) with Company Match
- Paid Time Off + Holidays
- Monday–Friday Schedule (No Weekends)
- Growth track within our expanding national footprint
- Team culture built on purpose, support, and excellence
What We Offer
- Competitive Base Pay + Uncapped Monthly Performance Bonuses
- Full Medical, Dental, Vision, and Life Insurance
- 401(k) with Company Match
- Paid Time Off + Holidays
- Monday–Friday Schedule (No Weekends)
- Growth track within our expanding national footprint
- Team culture built on purpose, support, and excellence
Why This Role Matters
Many clients call seeking therapy without understanding the power of beginning with the right diagnostic assessment. Your role is to educate them on that value, navigate cost conversations with integrity, and help them confidently start their mental health journey on the right foot.
What We’re Looking For
- Experience in healthcare scheduling, inside sales, or patient access/intake
- Strong communication skills with a compassionate and confident phone presence
- Sales-minded communicator with empathy and clinical professionalism
- Skilled in multitasking across phone systems, scheduling tools, and EMRs
- Bilingual (Spanish) a plus but not required
- Coachable, organized, and results-driven
- Experience discussing costs, insurance, or self-pay options is a plus
- Willing to train the right person with strong interpersonal and critical thinking skills
Next STEPS Worldwide
Next STEPS Worldwide is an Equal Opportunity Employer and encourages applicants of all backgrounds and experiences to apply. Please visit our careers page to see more job opportunities.