The
Client Intake Coordinator
plays a key role in welcoming new clients to an ABA program and ensuring each family is connected with the most appropriate specialist for their needs. This position focuses on collecting intake information, understanding client requirements, and coordinating with internal teams to ensure a smooth start to services.
Key Responsibilities
- Serve as the first point of contact for new clients and families during the intake process.
- Gather essential client information, such as location, schedule, and service needs.
- Assess client requirements to determine the most suitable therapist or specialist assignment.
- Coordinate with scheduling, operations, and clinical teams to confirm client-staff matches.
- Maintain accurate client records and update the CRM or case management system.
- Follow up with families to provide updates and confirm start dates.
- Ensure all necessary documents, authorizations, and forms are completed before service begins.
- Provide excellent customer service, ensuring families feel supported and informed.
- Track open intakes and communicate with management on progress and placement timelines.
Qualifications
- High school diploma or equivalent required; associate's or bachelor's degree preferred.
- 1+ year of experience in customer service, administrative support, or coordination (healthcare or staffing experience a plus).
- Strong communication and interpersonal skills.
- Excellent organization and time management abilities.
- Proficient in Microsoft Office, Google Workspace, or CRM systems.
- Comfortable managing multiple cases and deadlines in a fast-paced environment.
- Fluent/native English is required.