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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in case management, client communication, and operational workflow optimization, with a strong focus on supporting underserved communities. Proficient in bilingual communication and team collaboration to enhance service delivery and training.
Highest-signal resume keywords
Bilingual In English And SpanishCase ManagementClient CommunicationOperational Workflow OptimizationTraining And Onboarding
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Intake SchedulingChart CreationReferral ManagementScheduling Capacity ReviewCase AssignmentWorkflow EducationIssue IdentificationSandbox TestingPatient ReschedulingClient Needs Assessment
Soft Skills
Interpersonal SkillsTeam CollaborationAbility To Work Under PressureTact And ProfessionalismHigh Level Of Engagement
Tools & Technologies
Valintry Sandbox
Certifications & Qualifications
High School DiplomaAssociate's Degree Or Higher
Industry Keywords
Child Psychological TestingSchool-Based IntakesUnderserved CommunitiesCase Manager CoverageRelational Therapy
About the role
Key responsibilities & impact- Oversee and monitor landing page, portal, and priority referrals
- Manage priority referral inboxes for timely review, follow-up, and assignment
- Review intake availability and scheduling capacity to identify gaps and inefficiencies
- Monitor intake clinician call-outs and reschedule affected patients
- Assign charts to Case Managers for follow-up and ongoing coordination
- Reassign cases and redistribute workload based on caseload, availability, coverage needs, and client needs
- Create charts and coordinate intake scheduling for child psychological testing, school-based intakes, and specialized services
- Provide Case Manager coverage, including confirmations, follow-up, inbound calls, scheduling, and case-related tasks
- Assist with Case Manager training, onboarding, workflow education, and staff development
- Participate in training and escalation meetings and help resolve operational barriers
- Support Valintry sandbox testing, workflow testing, issue identification, and implementation optimization
- Support inbound calls and client communication when Case Managers are unavailable
- Support active caseload scheduling for transfers, relational therapy, and other time-sensitive needs
- Serve as a senior-level resource by providing workflow guidance, coverage, training, and escalation support
- Perform other duties assigned by the Supervisor
Requirements
What you’ll need- Completed High School Diploma or Associate's Degree or higher
- 2–4 years of relevant professional experience
- Bilingual in English and Spanish required
- Superior interpersonal skills and ability to work extremely well as part of a team
- Ability to work well under pressure and manage sensitive or controversial clients with tact, kindness, and professionalism
- Passion for working with underserved communities
- High level of engagement, communication, and interpersonal skills
- Ability to hear and speak on the phone or computer throughout the day
- Ability to stand and sit for an extended period of time
- Ability to write and answer emails
- Ability to carry objects no greater than 25 pounds when needed
Benefits
Comp & perks- Computer, desk, chair, and office supplies provided onsite at each office
- Remote work option
