Intake and Assessment Coordinator

The Treetop ABA

. Serve as the first point of contact for families seeking ABA therapy services .

Posted 9/22/2026full-timeRemote • United StatesJunior💰 $55,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong communication and persuasive skills while managing client interactions in a fast-paced environment. Proficient in Salesforce and detail-oriented in tracking client progress and documentation.

Highest-signal resume keywords

Sales ExperienceClient-Facing RolesSalesforce ProficiencyBilingual Spanish/EnglishDetail-Oriented

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

Sales ExperienceClient IntakeInsurance DocumentationGoal AchievementFollow-Through

Soft Skills

Excellent CommunicationPersuasive SkillsOrganizational SkillsResults-Driven

Tools & Technologies

SalesforceCRM Systems

Certifications & Qualifications

High School DiplomaAssociate’s DegreeBachelor’s Degree

Industry Keywords

ABA TherapyHealthcareBehavioral Health

About the role

Key responsibilities & impact

Serve as the first point of contact for families seeking ABA therapy services
Manage 75–100+ inbound and outbound calls daily
Explain programs and guide families through the intake process
Follow up to collect insurance information, documentation, and consents
Track progress in Salesforce and other systems
Meet and exceed goals for responsiveness, conversion, and completion
Collaborate with internal teams to ensure a smooth, welcoming onboarding experience

Requirements

What you’ll need

1+ year of experience in sales, outreach, intake, or client-facing roles
Comfortable in a fast-paced, phone-driven environment
Excellent communication and persuasive skills
Driven by results, goals, and bonus opportunities
Familiarity with Salesforce or other CRMs preferred
Detail-oriented, organized, and strong at follow-through
High school diploma required
Associate’s or bachelor’s degree preferred
Experience in ABA, healthcare, or behavioral health is a plus
Bilingual Spanish/English skills preferred
Must reside in the USA

Benefits

Comp & perks

Performance-based bonuses and incentives
Health, vision, and dental insurance
PTO and paid holidays
401(k) with employer match
Opportunities to grow with a fast-expanding, mission-driven organization
Supportive team environment where your impact is valued every day