Intake & Client Education Specialist - Spokane

Thank you for your interest in being on our Administrative team.

Intake & Client Education Specialist - Spokane

Job Description

Do you like meeting new people? Does helping people bring you joy? If you’ve answered yes – this role is for you!

Villageplan is looking for an experienced Intake Specialist to help prospective clients better understand our services.

What’s in it for you:

  • Competitive compensation with benefits like 401K matching, company Stock, and Pet insurance, in addition to Medical, Dental & Vision coverage 30 days from hire.
  • Professional Growth through real-time feedback from peers, Leadership & Clients that helps you refine your workflows.
  • An Innovative environment that allows you to share ideas & implement them in a fast-growing company.

What’s expected in the role:

  • Manage conversations of interest and track them with a goal of scheduling intake meetings with our Business Development team.
  • Discuss problems that Clients face and solve them by creating “Service Plans” that match their needs.
  • Build relationships with clients so that they’re aware & receptive to new products, service enhancements, and Group Programs.
  • Monitor your progress and learn from your data so that you’re constantly improving.

Qualifications we’re looking for:

  • Experience in consultative sales, lead warming, and marketing.
  • At least 2 years of administrative work in long-term care or senior care setting.
  • Comfort with technology; experience using CRMs like Insightly.
  • Strong organization skills: ability to maintain digital client files & multiple schedules.
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