Client Engagement Specialist
2 weeks ago
As a Client Engagement Specialist at Glades Talent, you will play a crucial role in managing incoming inquiries and opportunities related to our services. Your responsibilities will include:
- Engaging with families, advisors, and individuals to discuss our offerings.
- Serving as the primary point of contact for inquiries, coordinating next steps, and ensuring a smooth intake process.
- Addressing financial inquiries and providing clarity on pricing based on various factors such as client needs and urgency.
- Creating and sending detailed proposals to prospective clients outlining our service capabilities.
- Assisting the Director with intake-related tasks, including follow-ups with families and referral sources.
- Facilitating contract initiation and payment processes with clients.
- Gaining a comprehensive understanding of available staff resources to effectively match them with client needs.
- Utilizing Salesforce to generate reports, analyze trends, and enhance our intake procedures.
- Ensuring all staff profiles are accurately maintained on the shared server.
- Collaborating with team members to recruit and onboard staff in new regions.
- Building rapport with clients throughout the intake journey and guiding them to additional support services.
- Establishing and nurturing relationships with providers at referring facilities.
- Participating in a weekly on-call rotation.
Qualifications:
- A genuine passion for supporting individuals affected by behavioral health challenges.
- Experience in customer service or call center environments.
- Exceptional organizational and multitasking abilities, with a talent for prioritizing tasks effectively.
- A collaborative mindset with a focus on solutions and a willingness to assist with all tasks.
- Comfort discussing sensitive topics, including financial matters, with families.
- Strong verbal and written communication skills.
- Ability to thrive in a fast-paced, results-oriented setting.
- A friendly, empathetic demeanor.
- Capability to maintain a big-picture perspective while being detail-oriented.
Benefits:
- 401(k) plan
- Dental coverage
- Flexible work schedule
- Health insurance
- Life insurance
- Paid time off
- Vision coverage
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