Intake & Customer Service Assistant, Spanish-Speaking

Burnett Therapeutic Services

Intake and Customer Service Assistant providing exceptional service to families at BTS. Managing client onboarding and acting as liaison between families and clinical teams.

Posted 6/6/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $20 - $24 per hourWebsite

About the role

Key responsibilities & impact

Facilitate the client onboarding process, ensuring seamless transitions from referral to assessment while maintaining accurate and timely documentation.
Serve as the face of BTS by providing outstanding customer service to new clients and families, guiding them through the intake process with empathy and clarity.
Act as the central point of communication between families, insurance providers, authorization teams, and clinical staff to ensure alignment and timely service delivery.
Contact new client referrals promptly, guide families through onboarding paperwork, and assist in gathering all required documents to ensure a smooth start of services.
Work closely with insurance providers to obtain and track authorizations, minimizing delays in starting services.
Conduct calls with families to gather information, provide updates, and support them throughout the onboarding process.
Maintain accurate, organized, and up-to-date client records in compliance with regulatory standards.
Identify opportunities to grow services, including outreach to new geographic areas or service lines.
Develop and maintain strong relationships with referral sources such as pediatricians, schools, and early intervention programs.
Track and manage contracts to ensure timely renewals and compliance.
Monitor and analyze key metrics and intake trends to support operational and strategic decisions.
Assist with general administrative tasks including filing, scanning, and data entry.
Manage multiple tracking systems to ensure timely follow-ups and efficient workflow management.
Use platforms such as Google Workspace and NPA to streamline processes and maintain organization.

Requirements

What you’ll need

2+ years of experience in an Intake position at an ABA/Behavioral/Mental Health Services agency.
Admin Assistant experience in a healthcare setting
Experience with Excel/Google Sheets, filtering, tracking, running pivot tables, and reporting key indicators.
A go-getter attitude and a passion for business growth!
Leadership skills work with a team.
Strong organizational and time management skills.
Excellent verbal and written communication skills, and able to communicate with parents in English and Spanish.
Ability to multitask and prioritize tasks effectively.
Detail-oriented and able to work independently.
Passion for helping individuals with autism and other developmental disabilities.
Access to reliable internet connection and have your own PC/computer for work purposes
Eligibility to work in the U.S.
Able to pass a Live Scan FBI & DOJ Clearance.

Benefits

Comp & perks

6 paid holidays after one year of employment
Sick time
Shadowing opportunities and hands-on mentorship to build confidence
Medical, dental, and vision insurance (for employees working 30+ hrs/week)
401(k) retirement plan, for those who have accrued 1000 hours of service within 12 months.
Aflac supplemental insurance options (for employees working 30+ hrs/week)
LifeCare Employee Assistance Program: includes free confidential counseling, referrals, and wellness resources
LifeMart Employee Discount Program: exclusive savings on everyday purchases and services
Free Mental Health Counseling sessions
Supportive and FUN work environment

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Intake processDocumentationData entryExcelGoogle SheetsPivot tablesReportingClient onboardingContract managementMetrics analysis

Soft Skills

Customer serviceEmpathyCommunicationOrganizational skillsTime managementMultitaskingDetail-orientedLeadershipTeamworkIndependent work

Certifications

Live Scan FBI & DOJ Clearance