Inbound Sales Associate

Description:
• Champion and manage the admissions process for each client, setting and achieving ambitious targets for client intake.
• Coordinate with internal teams to streamline the admissions process, ensuring KPIs such as time-to-admission and client satisfaction are met.
• Maintain meticulous client records, including treatment consents and insurance information, with a focus on meeting data accuracy and privacy standards.
• Maintain a comprehensive understanding of Charlie Health's services, mission and vision and be able to pitch Charlie Health’s innovative and individualized clinical model to clients and families
• Engages prospective clients, families, and referral sources in a compassionate, inclusive, and professional manner
• Builds deep trust and rapport with patients, parents, and providers and drives admissions conversations to gather demographics, presenting problems, and treatment histories
• Hustles to remove barriers to high-quality mental health care, involving other team members to admit clients and/or refer them to the appropriate level of care
• Ensures consistent and timely coordination/communication with all prospective clients, families, and referral sources to advance clients into Charlie Health’s program
• Clearly communicate financial policies, payment options, and potential financial assistance programs to patients during the admission process
• Adapts to organizational change and departmental restructuring to fit the needs of our clients, families, and referrals

Requirements: • High school diploma or equivalent • At least 1-2+ years of contact-center technology experience • At least 1-2+ years of sales experience • Proven track record of meeting or exceeding performance targets, particularly in client admissions or sales-related roles. • At least 1 year of experience in Salesforce or similar CRM • Commitment to upholding Charlie Health’s Mission, Vision, and Values. • Experience working with adolescents and young adults in a mental health context a plus • Proficiency in multitasking and operating in a high-paced environment • High emotional intelligence and familiarity with HIPAA policies • Proficiency in Microsoft Office and Google Suite

Benefits:
• Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here

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