Intake Specialist / Receptionist

Full-Time Position 9:00 AM – 6:00 PM
Are you warm, organized, and driven by helping people take the next step toward solutions? Do you enjoy meaningful conversations and follow-up that truly makes a difference? We’re looking for an Intake Specialist / Receptionist to be the welcoming first point of contact for prospective clients and a trusted guide throughout their intake journey.
About the Role
This role blends front-desk professionalism with intake and follow-up excellence. Approximately 60% of your time will be dedicated to conducting intake conversations with prospective leads, following up thoughtfully, and building trust with the goal of scheduling an assessment. The remaining time will focus on receptionist and administrative support duties that keep our operations running smoothly.
What You’ll Do
Intake & Lead Follow-Up (60%)
• Respond promptly to inbound calls, emails, and online inquiries from prospective clients
• Conduct structured intake conversations with empathy, professionalism, and clarity
• Follow up consistently with prospective leads to answer questions, address concerns, and guide them toward scheduling an assessment
• Serve as a trusted, knowledgeable resource while maintaining confidentiality and professionalism
• Accurately document interactions, notes, and next steps in our system
Reception & Administrative Support (40%)
• Greet clients and visitors warmly, in person and over the phone
• Manage incoming calls and route them appropriately
• Assist with scheduling, confirmations, and general office coordination
• Support the team with administrative tasks as needed




What We’re Looking For
• Excellent communication skills—both verbal and written
• A calm, compassionate, and professional demeanor
• Strong follow-up skills and attention to detail
• Ability to build rapport and trust quickly
• Comfortable handling sensitive or personal information
• Organized, dependable, and able to manage multiple priorities
• Ability to learn and navigate CRM/ intake software
• Prior experience in intake, reception, customer service, healthcare, or client-facing roles is a plus
Why You’ll Love Working Here
• Meaningful work that helps people take important next steps
• Clear structure with a balance of relationship-building and administrative tasks
• Supportive team environment with training and growth opportunities
• Full-time, consistent schedule: 9:00 AM – 6:00 PM