Intake Specialist
Posted 14 Oct 2026
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 2–3 yrs
- Management level
- Individual contributor
Compensation
No salary listed for this role.
Role speciality
Applied Behavior Analysis (ABA) TherapyClient Intake
Useful technologies
CareConnectDocsDriveExcelGmailGoogle MeetG SuiteMicrosoft SuiteSalesforceSheetsWord
Preferred qualifications
Study levelBachelor's
Position Summary
The Intake Specialist is responsible for initiating contact and providing support to our clients seeking ABA therapy by smoothly guiding them through the intake process. This role requires someone who has excellent time management, is results-driven, and responds positively to adjustments.
Duties and Responsibilities
1. Client Intake + Support
- Receive initial connections with clients and develop strong relationships with families.
- Build and maintain relationships with families and guide them through the diagnosis process.
- Manage a high volume of communication with new families and existing families waiting for a diagnosis.
- Follow up with all logistics-related communication from initial intake call to completed assessment.
- Categorize client's needs, clarify information, resolve, and provide solutions or alternatives.
- Communicate statuses on all leads and referrals and report back positive progress in services.
- Create and maintain accurate and confidential client files in relevant systems (e.g., SalesForce, CareConnect) throughout the intake process.
- Communicate effectively with team members to ensure a coordinated and efficient workflow.
- Obtain signatures on start-of-care documents.
- Schedule Initial Assessment appointments with families in coordination with Operations/Clinical teams.
2. Projects
- Participate in major projects and the implementation of new initiatives and processes.
3. Compliance with Centria’s Code of Conduct, policies and procedures, and Federal and State laws.
4. Responsibility to report violations of Company policies or the Code of Conduct.
Pay Range
$19.80 - $25.00 plus bonus
Qualifications
Education
Bachelor's Degree, or equivalent work in Sales and/or Healthcare
Work Experience
- Two (2) to three (3) years of inside sales or phone-based experience
- Successful sales conversations and sales presentations experience
Equipment and Technology Requirements
- Basic computer skills
- Working knowledge of laptop/desktop PC
- Proficiency in Microsoft Suite (Word, Excel)
- Proficiency in G Suite (Gmail, Drive, Docs, Sheets, Google Meet)
Other Competency Requirements
- Ability to follow written instructions
- Ability to use computers and computer/software programs