Behavioral Innovations · 4 hours ago
Intake Advocate
Addison, TX
Full-time
Hybrid
New Grad, Entry LevelBehavioral Innovations is a mission-driven organization transforming lives through compassionate ABA therapy for children with autism. As an Intake Advocate, you will be the first point of contact for families, guiding them through the intake process and ensuring a seamless experience with warmth and professionalism.
Electronic Health Record (EHR)Health CarePersonal Health
Responsibilities
Build strong, trusting relationships with families via phone, email, chat, and text
Guide families through the intake process, ensuring all required documentation and insurance verification are complete
Collaborate with center staff and the authorizations team to ensure a seamless client experience from inquiry to first day of therapy
Track and document every stage of the client journey using our CRM and Electronic Health Record (EHR) systems
Provide exceptional service by balancing compassion, professionalism, and results-driven focus in all interactions
Qualification
Required
Bachelor's degree or relevant work experience; preferably as an Intake Specialist in a healthcare setting
Experience in intake, customer service, or sales
Experience handling inbound/outbound calls with prospective clients
A confident, empathetic communicator who can inspire families to take action
Goal-oriented, thriving in a fast-paced, high-growth environment
Skilled at managing multiple priorities, meeting deadlines, and staying organized
Comfortable with metrics, detailed documentation, and using Salesforce or similar systems
Preferred
Familiarity with Salesforce and Electronic Medical Record (EMR) systems is a plus
Benefits
10 days PTO
7 paid holidays
Comprehensive Benefits: Medical, Vision, Dental, and Supplemental Insurance Policies
Tools and programs to support physical, mental, and emotional wellness
Employee Assistance Program (EAP): Comprehensive support
Company
Behavioral Innovations
Behavioral Innovations is a health care company that specializes in applied behavior analysis service.
Founded in 2000
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Tenex Capital Management
2024-06-06Acquired
2024-05-31Private Equity
Leadership Team
Lori Russo
Co-Founder, Vice President Clinical Research & Development
Chris Dardi, CPA
Chief Financial Officer
Recent News
EIN Presswire
2025-11-18
2025-10-13
Behavioral Health Business
2025-08-14
Company data provided by crunchbase