Client Engagement Specialist

6 days ago

New York, New York, United States Thriving Center Of Psychology Full time

About Thriving Center of Psychology: At Thriving Center of Psychology, we are committed to providing exceptional mental health services tailored to the unique needs of our clients. Our practice is known for its innovative approach to mental health care, integrating the latest research with compassionate, personalized therapy. We are looking to expand our team with passionate individuals who are dedicated to making a positive impact in the lives of those seeking psychological support.

Position Overview: The Client Relations Specialist will play a vital role in the initial engagement and intake process for new clients. This position is responsible for managing incoming leads from various sources, understanding client needs, matching them with the ideal therapist, and ensuring a smooth transition to our support staff once the client begins their therapeutic journey.

Key Responsibilities:
  • Field inquiries from potential clients via phone, email, and online forms
  • Match clients with therapists that best suit their psychological needs and logistical preferences.
  • Schedule appointments based on providers' availability and abilities
  • Manage lead nurturing processes to convert inquiries into active clients.
  • Maintain high levels of client satisfaction and service excellence throughout the intake process.
  • Collaborate with therapists and support staff to ensure seamless client transitions.
  • Keep accurate records of client interactions and statuses in our CRM system.
  • Provide a warm, friendly, and welcoming environment upon initial contact with each patient, in addition to providing a warm handoff to providers and support staff.
  • Stay informed about the latest developments in mental health to enhance client interactions.

Qualifications:
  • At least 2 years of experience in customer service, sales, or client-facing roles, preferably in the healthcare or mental health field.
  • Proficient in CRM software and MS Office; tech-savvy with the ability to learn new tools quickly.
  • Strong interpersonal and communication skills.
  • Strong computer skills required
  • Empathetic and compassionate understanding of mental health challenges.
  • Excellent organizational skills and the ability to handle multiple tasks simultaneously.
  • Bachelor's degree in Psychology, Social Work, or related field preferred.
  • Experience verifying insurance benefits preferred.
  • Experience verifying insurance benefits preferred.
Benefits:
  • 401k Safe Harbor plan
  • Dental Insurance
  • Health Insurance
  • Unlimited vacation policy
  • Work-from-home
  • Yearly employee engagement trips to NYC

$50,000 - $60,000 a year

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