Intake Specialist

• 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

Intake Specialist jobs in New Jersey

Intake & Engagement Specialist