Client Intake Coordinator

ISTA Solutions • South Africa
Remote
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AI Summary

We are seeking a Client Intake Coordinator to serve as the first point of contact for prospective clients, managing inbound leads and guiding families through the intake and onboarding process. This role requires a strong phone presence, empathy, and excellent follow-up skills, with a light sales component focused on converting leads into active clients through clear communication and trust-building.

Key Highlights
Client Intake Coordinator
First point of contact for prospective clients
Manage inbound leads and guide families through intake and onboarding process
Technical Skills Required
MS Office Outlook
Benefits & Perks
Remote work
Flexible working hours
Compensation for SA public holidays

Job Description


ISTA Personnel Solutions is a dynamic and fast-growing BPO company. We are not a recruitment agency - we operate as a dedicated extension of our U.S.-based clients' teams, delivering high-quality service with precision, efficiency, and a personal touch.

Our client is a U.S.-based ABA therapy company providing essential services to children and families. We are seeking a Client Intake Coordinator to serve as the first point of contact for prospective clients, managing inbound leads and guiding families through the intake and onboarding process. This role requires a strong phone presence, empathy, and excellent follow-up skills, with a light sales component focused on converting leads into active clients through clear communication and trust-building.

PLEASE NOTE

  • Working Hours: Mon - Fri, 9:00 AM - 6:00 PM EST (4:00 PM - 01:00 AM South African Time). These working hours are subject to change depending on daylight savings and/or the operational requirements of the company
  • Work Environment: This is a fully remote working role
  • You will be required to work on both South African and US public holidays (compensation for SA public holidays in accordance with the BCEA)
  • Internet Requirements: A fixed fibre line with a minimum speed of 25 Mbps (upload & download) and the ability to support a wired Ethernet connection is mandatory. Applicants without a fixed fibre line cannot be considered
  • Power Backup: A reliable power backup solution is required to manage load shedding and power outages. Applicants without a power backup cannot be considered

Key Responsibilities

  • Handle incoming client leads via phone and email and convert them into active clients
  • Provide clear, accurate information to families regarding services, processes, and next steps
  • Collect, review, and follow up on required onboarding documentation
  • Proactively follow up on older or inactive leads to re-engage and onboard clients
  • Maintain accurate and up-to-date client records and intake notes
  • Ensure a professional, patient, and supportive experience for all families
  • Communicate effectively with internal teams to ensure smooth onboarding

Requirements

  • Previous experience in customer service, client support, intake, or call-based roles
  • Excellent verbal and written communication skills
  • Strong phone presence with a calm, patient, and empathetic approach
  • Highly organized with strong attention to detail
  • Proactive and able to manage follow-ups independently
  • Basic computer literacy, including MS Office and Outlook
  • Previous experience in ABA therapy, healthcare intake, or medical administration is advantageous

If you are not contacted within 14 working days, please consider your application unsuccessful.

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