Member Intake Specialist

Eleanor Health

. Serve as the first point of contact for prospective members via inbound phone calls, web form submissions, and online scheduling workflows .

Posted 10/23/2026part-timeRemote • United StatesMid-LevelSenior💰 $21 - $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in member engagement and intake processes within healthcare, utilizing a consultative sales approach to effectively communicate the value of care models. Proficient in managing leads and documentation through CRM systems while ensuring a seamless experience for prospective members.

Highest-signal resume keywords

Healthcare ExperienceSales MindsetCRM ProficiencyPerformance Metrics ManagementEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lead ManagementIntake CoordinationConsultative SalesDocumentation AccuracyMetrics Analysis

Soft Skills

EmpathyAdaptabilityPersuasivenessProfessional CommunicationOutcomes Orientation

Tools & Technologies

Salesforce CRMAthena EMRScheduling ToolsCommunication Platforms

Industry Keywords

Patient AccessCare CoordinationCommunity OutreachSubstance Use SupportMental Health Care

About the role

Key responsibilities & impact

Serve as the first point of contact for prospective members via inbound phone calls, web form submissions, and online scheduling workflows
Proactively reach out to prospective members who abandon online scheduling, submit information requests, or miss their first appointment
Educate prospective members about Eleanor Health’s whole-person care model and position Eleanor as an option for substance-use support
Use a consultative, sales-oriented approach to understand needs, motivations, and barriers; address concerns; and articulate the value of Eleanor Health’s care model
Own leads by creating follow-up tasks, documenting next steps, and ensuring prospective members do not fall through the cracks
Manage inbound referrals from external providers and community partners, confirm receipt, provide appropriate status updates, and request additional contact information when needed
Meet or exceed performance metrics including answer rate, speed to answer, quality score, and conversion to scheduled and completed first appointments
Document interactions accurately in Salesforce CRM and Athena EMR
Collaborate with clinical and operations teams to ensure a seamless member experience
Incorporate feedback, coaching, and performance data to continuously improve the intake approach

Requirements

What you’ll need

Experience in healthcare, ideally in patient access, care coordination, community outreach, admissions, intake, or member engagement
Persuasive, confident, outcomes-oriented sales mindset while remaining empathetic and ethical
Comfort working in a metrics-driven environment
Commitment to expanding access to high-quality, stigma-free addiction and mental health care
Ownership of follow-up plans and prospective member leads
Ability to move quickly, manage multiple leads, and thrive in a fast-paced environment
Tech-savvy and comfortable working across CRM systems, scheduling tools, and communication platforms
Ability to adapt to change and build new processes rather than rely on rigid scripts
Clear, warm, and professional communication in emotionally complex or high-stakes conversations