Forta · 11 hours ago
Relationship Manager
United States
Full-time
Remote
Entry, Mid Level
$50K/yr - $60K/yr
2+ years exp
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Insider Connection @Forta
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Responsibilities
Efficiently qualify leads, answer questions about the Forta Parent Training Program, convert leads into course participants, and work 1:1 with participants
Gracefully filter leads who are not qualified for the program by demonstrating empathy and sensitivity
Use objection handling skills to help parents understand what they need to do to become a course participant.
Gather paperwork and accurate data into the CRM system
Manage and maintain relationships with parents to handoff to the clinical team
Accurately capture a high volume of medical information from the leads
Effectively guide parents through sign up to starting the course
Conduct a high volume of calls/video calls for sales and intake calls
Accurately confirm valid comprehensive diagnosis reports
Accurately confirm valid insurance cards
Process all documentation received within 48 hours
Respond to parent phone calls and email follow ups within 24 hours
Maintain Salesforce hygiene and documentation integrity
Routinely follow up with parents who have outstanding documentation and/or agreements
Qualification
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Required
A Bachelor's degree
Knowledge and experience with Google Suite, Microsoft Office
At least 2 years of experience using Salesforce CRM as the primary pipeline management tool
A minimum of 2 years of experience in a direct sales or customer service role, preferably within the healthcare sector
Experience making complex sales and building relationships
Outstanding written and verbal communication abilities
Intrinsic motivation coupled with a strong sense of ownership and a track record of exceeding goals
Availability to work from 9 AM to 5 PM Pacific Standard Time, Tuesday through Saturday or 12 PM to 8 PM Eastern Standard Time Monday through Friday
Preferred
Basic knowledge of therapy ABA therapy
Excellent skills in written english composition with the capability of quickly producing accurate, clear written responses
Excellent verbal communication skills with a proven ability to build meaningful connections
Ability to connect with parents, so they feel comfortable and confident in their choice to work with Forta
Excellent at handling objections to ensure parents' issues are understood and addressed skillfully
Adapt and adjust priorities in a fast paced environment
Ability to gather data across multiple platforms - Salesforce, Monday, Google
Ability to handle calls, emails, and texts simultaneously
Ability to read and understand diagnostic reports to confirm correct diagnostics and evaluation parameters
Maintain confidential information/HIPAA/PHI
Excellent organization skills and attention to detail
Exemplary time management skills
Benefits
Medical, Dental, Vision, Retirement, Flexible Spending Account, Dependent Care Account, and more!
Unlimited time off! Great for personal, sick, and mental health days.
Company
Forta
Forta is a provider of healthcare services to help children with autism.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$55MKey Investors
Insight PartnersAlumni Ventures
2024-01-17Series A· $55M
2023-06-15Series A· undefined
2022-08-18Series A· undefined
Leadership Team
Christian Johan Smith
Co-Founder and CMO
Recent News
HeraldScotland
2024-03-30
2024-02-02
Company data provided by crunchbase
