Intake & Referrals Specialist
Remote · South Africa
Job Summary
Intake & Referrals Specialist focused on converting inbound leads from marketing campaigns, inquiries, and referrals. Responsibilities include prompt follow-up with high-volume leads, building rapport and guiding clients through the intake process, collecting and documenting accurate client information, maintaining ongoing communication via calls, texts, and emails, tracking lead activity in CRM systems (CentralReach), and collaborating with internal teams to ensure smooth onboarding for new clients. Strong sales and relationship-building skills, excellent communication, meticulous data entry, and familiarity with CRM tools are required. Remote, full-time role aligned with US hours.
Required Qualifications
- Previous intake, admissions, referrals, or sales experience preferred.
- Strong sales and relationship-building skills.
- Excellent communication skills with a cheerful, professional, and empathetic approach.
- Highly organized with strong attention to detail and accurate data entry skills.
- Experience using CentralReach preferred.
- Basic CRM knowledge.
- Comfortable communicating via phone, text, and email.
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