Lead Management and Client Onboarding
Lead Management and Client Onboarding
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Job Description
Job Title: Lead Management and Client Onboarding (ABA Therapy)
Location: Remote (PST Time zone)
Salary Range: up to 1600 USD
Work Schedule: Wednesday Sunday 9:00 AM 5:00 PM (PST)
NOTE: INDEPENDENT CONTRACTOR POSITION
Company Overview:
Sagan is an exclusive membership community for top executives founders and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and USbased businesses connecting candidates from vibrant regions like Latin America the Philippines India Pakistan Bangladesh and Africa with leading American companies. Discover a world of career possibilities with Sagan.
Position Overview:
We are seeking an experienced Lead Management and Client Onboarding (ABA Therapy) who is fully fluent in both Spanish and English to handle lead management signups and insurance benefits verification (VOB) for our ABA therapy services. In this role you will be the primary point of contact for prospective clients from the initial inquiry through to enrollment ensuring a smooth efficient process and excellent customer service.
Key Responsibilities:
- Follow up with new leads promptly guiding them through the onboarding process.
- Verify insurance benefits (VOB) to confirm eligibility for services.
- Coordinate and schedule appointments for incoming clients.
- Maintain accurate and uptodate records in the EHR system.
- Monitor key performance indicators (KPIs) and provide weekly reports.
- Respond to client inquiries via phone email and other communication channels.
- Collaborate with billing to ensure proper coverage and documentation.
- Address and resolve client questions or concerns regarding services.
Qualifications:
- Nativelevel fluency in Spanish and English.
- 23 years of experience in medical reception healthcare intake or a similar role.
- Solid understanding of lead management and followup processes.
- Proven ability to learn new EHR/CRM systems quickly and efficiently.
- Exceptional organizational skills and high attention to detail.
- Strong communication skills in both languages written and verbal.
- Aptitude for multitasking and excelling in a fastpaced environment.
- Demonstrated ability to interact effectively with individuals from diverse backgrounds.
NicetoHaves:
- Previous experience with ABA therapy or behavioral healthcare services.
- Additional language skills.
Please note: To ensure prompt processing of your application we kindly request that you submit your resume and an introductory video in English format.
Employment Type
Full Time
