
Customer Engagement Specialist
2 days ago
We are seeking a highly organized and personable Customer Engagement Specialist to help convert inbound leads into booked evaluations for partner speech therapy practices.
Key responsibilities include responding to inbound leads via phone and text who are seeking speech therapy services. Building trust and connection quickly, representing our partner practices with professionalism and empathy is crucial. We use proprietary tools to estimate out-of-pocket insurance costs.
To succeed in this role, you will need to match patients with appropriate therapists based on location, specialty, and insurance compatibility. You will also be responsible for scheduling evaluations and follow-ups using EHR and calendar tools, while maintaining organized records of all communications and outcomes across multiple practices.
Requirements- Excellent communication skills and a friendly, professional phone presence
- Strong attention to detail and ability to stay organized across multiple systems
- Tech-savvy and comfortable navigating CRMs, scheduling tools, and communication platforms
- Availability to work weekends (Saturday & Sunday)
- Experience in patient intake, sales, or cold calling
- Prior exposure to healthcare, insurance coordination, or therapy-related settings
- Ability to work autonomously and deliver results in a fast-paced, client-facing role
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