Client Intake Specialist

About the role

The Client Intake Specialist is the first calm, clear point of contact for individuals seeking therapy or coaching support. Working fully remotely for clients in Costa Rica or Panama, you will guide enquiries through a thoughtful assessment process and ensure they leave with a clear next step.

Key responsibilities

• Join scheduled video calls with new enquiries, conduct a suitability screening and lead the conversation from start to finish.
• Assess each caller’s needs, ask sensitive questions respectfully, and determine whether the program is a good fit.
• Explain program details, costs, and practical requirements in your own words, without using a script.
• Book suitable clients directly with the appropriate therapist or provide a courteous, clear outcome when the program isn’t a fit.
• Record call outcomes accurately, maintain organized client records, and log every interaction in the system.

Required profile

• Calm, organized, and perceptive communicator comfortable discussing personal or mental‑health topics.
• Previous experience in intake, screening, triage, or client‑facing roles such as healthcare coordination, therapy intake, or call‑centre support.
• Strong spoken and written English, with a neutral video‑call demeanor.
• Excellent attention to detail, habit of immediate documentation, and ability to work independently while staying connected to a remote team.
• Availability to work US Central Time hours and reside in Costa Rica or Panama.