Enrollment Coordinator

The Enrollment Coordinator will play a critical role in driving business growth by generating leads, contacting potential clients, and securing appointments. This position is responsible for proactively seeking new clients through outreach, referral sources, community events, and B2B marketing efforts. The coordinator will serve as the first point of contact for families seeking services, guiding them through the intake process and converting them into clients. The position requires someone with strong sales acumen, excellent communication skills, and the ability to multitask and manage a dynamic office environment.

Key Responsibilities

Client Engagement & Sales

• Proactively generate new leads through outreach, networking, and relationship-building with potential clients and referral sources.
• Manage and cultivate a pipeline of prospective referral sources and business partnerships.
• Conduct follow-ups with prospective clients and families to ensure their needs are met and move them forward in the intake process.
• Use effective communication strategies to convert initial inquiries into scheduled consultations and secure client commitments.
• Engage potential clients by clearly explaining the services provided, creating a sense of urgency, and advocating for their enrollment with The Behavior Exchange.
• Identify and implement strategies for lead generation, including participation in community events, attending conferences, and utilizing B2B marketing channels.
• Coordinate and conduct Initial Consultations, helping families understand the process and getting them scheduled for services.
• Maintain a strong relationship with potential clients, keeping them engaged throughout the decision-making process.

Operational Support & Collaboration

• Ensure smooth execution of company operations by following internal policies and procedures, maintaining clear and effective communication with clients, families, and internal teams.
• Maintain organized client intake documentation, ensuring accurate and up-to-date records.
• Collaborate with the Intake and Clinical teams to ensure the accuracy of information prior to submitting to insurance companies and finalizing appointments.
• Support the Director of Intake and other departments in business development activities.
• Communicate client and insurance information to the clinical team, ensuring alignment on service delivery and client needs.
• Act as a liaison between clients, insurance providers, and internal teams, ensuring clear and effective communication

Community & Networking Engagement

• Act as a company ambassador, representing the organization’s mission, vision, and culture at community events and industry gatherings.
• Develop and nurture relationships with related service professionals to identify and secure new client leads.
• Represent the organization through active participation in events and initiatives that promote ABA Therapy and other services to potential clients.

Insurance

• Ensure timely insurance verifications and the completion of necessary documentation for authorizations.
• Track client intake status in the health management system, ensuring all necessary follow-up actions are completed.
• Communicate with insurance payors and providers to ensure alignment with client needs and service delivery.

Competencies

• Strong verbal and written communication skills with a focus on client engagement and conversion.
• Resourceful and results-driven with a growth-minded approach.
• Detail-oriented with a commitment to providing exceptional customer service.
• Collaborative team player with the ability to work cross-functionally to support company objectives.
• Ethical practice with a commitment to confidentiality and professionalism.

Preferred Education & Experience

• 2-4 years of experience in sales, customer service, or client engagement, preferably in a healthcare, medical, or behavioral health setting.
• Experience in lead generation, relationship-building, and sales conversion.
• Proficient in Microsoft Office and CRM systems.
• Experience in an environment focused on customer service and client retention.
• Knowledge of insurance verification and authorization processes is a plus.
• Knowledge of Central Reach is a plus.

Work Environment & Physical Demands

• This is a full-time position operating in a professional office environment.
• Minimal travel required (local during the business day).
• Ability to sit, stand, and use office equipment as needed.

Classification

• Exempt