Re-engage prospective and early-stage clients through timely, high-empathy outreach via phone, SMS, and email. This includes those who submitted inquiries but haven’t booked, canceled/no-showed their first session, or may be uncertain about their provider fit.
Coach clients through key moments of decision-making, providing clarity on platform tools (e.g., messaging, rescheduling, rematching), addressing hesitation, and offering provider support options that meet their evolving needs.
Document and track client interactions using tools like Intercom to maintain a clear record of communication, surface trends, and ensure timely follow-up throughout the client journey.
Partner with internal teams including Clinical, Provider Operations, and Support to resolve issues quickly, share insights, and ensure a seamless handoff for escalated or complex cases.
Champion continuous improvement by identifying recurring pain points or engagement barriers, advocating for client needs, and contributing to cross-functional efforts to enhance the overall care experience.
Requirements
Thrive in people-facing roles and bring 1–3 years of experience in client success, care navigation, inside sales, or mental health services.
Communicate with warmth, clarity, and confidence across phone, SMS, and email and can tailor your tone to meet clients where they are emotionally.
Know how to guide someone through uncertainty, helping them navigate options, overcome friction, and feel empowered to take the next step.
Balance structure with empathy, hitting outreach and productivity goals while ensuring every interaction feels human and personalized.
Stay energized in fast-paced, mission-driven environments, where every conversation can have a real impact on someone’s mental health journey.