Intake & Engagement Specialist

Lingraphica

. Serve as the primary customer contact during the pre-intake stage .

Posted 9/15/2026full-timeRemote • New Jersey • United StatesJuniorMid-Level💰 $54,500 - $60,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Augmentative and Alternative Communication (AAC) solutions, providing personalized recommendations and delivering exceptional customer experiences. Proficient in utilizing CRM tools like HubSpot to track metrics and enhance communication strategies.

Highest-signal resume keywords

AAC ExperienceCustomer Service ExperienceHubSpot ProficiencyCommunication SkillsConsultative Sales Strategies

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

AAC RecommendationsCRM DocumentationData IntegrityMicrosoft Office ProficiencyTrial Process Explanation

Soft Skills

CompassionateEmpatheticTime ManagementMultitaskingProblem-Solving

Tools & Technologies

HubSpotOnline Chat ToolsZoom

Industry Keywords

Communication Sciences and DisordersHealthcareDurable Medical EquipmentB2B Customer ServiceB2C Customer Service

About the role

Key responsibilities & impact

Serve as the primary customer contact during the pre-intake stage
Educate caregivers, individuals with communication disorders, and clinicians about Lingraphica offerings
Guide SLPs, patients, and caregivers toward products aligned with communication needs
Maintain expert knowledge of devices, software, accessories, and product enhancements
Translate clinical and product knowledge into personalized AAC recommendations
Conduct engagement conversations through inbound and outbound calls, email, Zoom, and online chat
Provide comprehensive AAC device demonstrations via Zoom
Deliver a world-class customer experience
Adapt interactions beyond established scripts using product and clinical knowledge
Contribute to weekly projected intake goals
Nurture leads and intake opportunities using consultative sales strategies and follow-up
Screen new customers for trial appropriateness
Explain the trial process and next steps
Confirm patient information, including insurance, demographics, and diagnoses
Follow up with SLPs, clients, and care partners to obtain missing information
Maintain accurate CRM documentation, HIPAA compliance, and data integrity
Use HubSpot reports to monitor trends and recommend process and communication improvements
Report weekly metrics supporting individual and team goals
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's Degree in Communication Sciences and Disorders or a related field, or equivalent combination of education and experience
2 years of B2C or B2B customer service experience
Proficiency with Microsoft Office and online chat tools
Ability to effectively engage customers with personalized solutions
Excellent written, verbal, and listening communication skills
Compassionate and empathetic
Ability to deliver a positive customer experience
Excellent time management and multitasking skills
Ability to perform above expectations in a fast-paced, dynamic environment
Ability to work effectively both independently and as part of a team
Ability to problem-solve and mitigate obstacles during the pre-trial process
Ability and willingness to travel within the U.S., including airline travel, up to 2 times per year
Reliable and secure internet access for a home office
Ability to operate a computer, communicate verbally, and participate in virtual meetings
AAC experience strongly preferred
Experience with HubSpot or other CRM platforms preferred
Experience in sales and marketing, healthcare, or durable medical equipment preferred
Authorization to work in the U.S. required

Benefits

Comp & perks

$3,000 bilingual differential when applicable
Comprehensive benefits package
Remote work from a home office
Reasonable accommodations for individuals with disabilities
Inclusive and supportive workplace
Career growth support
In-person team and all-company meetings, with travel covered as required