Winning Assistants
More roles at Winning AssistantsClient Scheduling & Intake Specialist
Remote role where the employee must remain based in a particular country.
Mexico only
Employer listed it 4 days ago · Added 3 days ago
First listed 4 days ago and still open.
Salary
Not stated
Location
Mexico only
Timezone
Not stated
Contract
Full-time
Experience
Entry
Category
Operations
This employer didn't state pay. Jobs like this usually pay around $105k–$195k a year, a typical range taken from 572 operations roles on Nomaders that do state pay. It's a guide, not an offer.
Remote flexibility
Work from home
This is a remote role, but the employee must be based in Mexico. It is work from home rather than work from anywhere.
What the employer says
- Source listing states candidate location: "Mexico, Remote"
What Nomaders makes of it
- Residency required in Mexico
- Payroll and tax are likely handled in that country only
The quotes above are the employer's own words; the reading is ours. Always check the original listing and employment terms before working from another country.
About the role
Job Title: Client Scheduling & Intake Specialist
Position type: Full-Time
Working Hours: 9:00 AM – 6:00 PM Pacific Daylight Time (PDT), including weekends. The candidate may choose two weekdays as their days off.
Salary rate: $6-$8
Key Responsibilities:
Respond to incoming calls from prospective clients seeking mental health services.
Provide compassionate, professional, and empathetic support during initial client interactions.
Match clients with appropriate therapists based on availability, specialties, and client needs.
Schedule initial therapy appointments and coordinate therapist calendars efficiently.
Manage appointment availability, rescheduling requests, and intake scheduling workflows.
Ensure smooth coordination between clients and providers.
Answer basic questions regarding insurance coverage and therapy services.
Verify insurance eligibility and benefits as needed.
Collaborate with the billing department to resolve insurance or payment-related inquiries.
Enter and maintain client records within practice management software.
Ensure all information is accurate, organized, and handled confidentially in compliance with privacy standards.
Provide administrative assistance to support day-to-day clinic operations.
Assist with workflow organization, documentation, and communication tasks as needed.
Conduct appointment-setting activities by engaging prospective clients, qualifying their needs, and scheduling consultations with appropriate providers.
Utilize consultative sales techniques to build rapport, address concerns, and encourage prospective clients to proceed with mental health services.
Follow up with leads, missed inquiries, and referral sources to maximize appointment conversions and maintain a positive client experience.
Support client retention efforts through proactive communication, appointment reminders, and follow-up outreach.
Requirements
At least 1 year of previous experience handling client intake, appointment scheduling, lead generation, insurance verification, and client communication in a behavioral health setting is highly preferred
Requirements
- ·At least 1 year of previous experience handling client intake, appointment scheduling, lead generation, insurance verification, and client communication in a behavioral health setting is highly preferred
- ·Spanish Bilingual candidates are highly preferred.
- ·Experience using SimplePractice EHR, Grasshopper VoIP, Go High Level (GHL) CRM, and TherapyFlow or any similar tools is highly preferred
- ·Ability to manage confidential and sensitive information professionally
- ·Excellent verbal and written communication skills
Benefits
- ·Collaborate with the billing department to resolve insurance or payment-related inquiries.
- ·Enter and maintain client records within practice management software.
- ·Ensure all information is accurate, organized, and handled confidentially in compliance with privacy standards.
- ·Provide administrative assistance to support day-to-day clinic operations.
- ·Assist with workflow organization, documentation, and communication tasks as needed.
How to apply
- 1Check the flexibility label above, work from home, matches where you plan to live and work.
- 2Tailor your CV to the role at Winning Assistants, mentioning your remote working experience.
- 3Apply directly on the employer's careers page using the button below. Nomaders never handles your application.
Found 3d ago. Last checked today. Always confirm the details on the original posting, salary and location can change after publication.
Listing sourced from Company boards.
Similar roles
Other open operations roles with comparable remote rules.
Free to apply, no account needed.
Typically $105k to $195k per year · You'll be taken to the employer's careers page.