Review and process referral information daily to ensure accuracy and completeness.
Maintain up-to-date and organized referral and provider data in internal systems.
Create and update account and contact records to reflect new or changing provider relationships.
Collaborate cross-functionally with Partnerships, Outreach, and Admissions teams to ensure timely referral routing and follow-up.
Identify and correct data discrepancies to improve operational accuracy and reporting reliability.
Support process improvement initiatives that enhance referral management efficiency.
Uphold Charlie Health’s standards for data integrity, confidentiality, and compliance.
Requirements
1–2 years of experience in an operations, administrative, or data-entry-focused role (healthcare experience a plus).
Exceptional attention to detail and accuracy in managing data.
Excellent organizational and time-management skills, with the ability to manage high-volume workflows.
Proficiency with CRM platforms (Salesforce experience preferred) and comfort working with digital tools and databases.
Strong written and verbal communication skills and a collaborative working style.
Ability to work independently, prioritize multiple tasks, and meet deadlines.
Passion for Charlie Health’s mission to expand access to high-quality mental health care.
Benefits
Please do not call our public clinical admissions line in regard to this or any other job posting.
Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services.
Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data entrydata managementdata accuracyprocess improvementreporting reliability
Soft skills
attention to detailorganizational skillstime-management skillscollaborative working styleindependenceprioritizationcommunication skills