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Future Opening: Client Intake & Growth Coordinator
- Napa, California, United States
- Napa, California, United States
About
Respond to inbound phone, web, and referral inquiries quickly and professionally Conduct initial intake conversations with families to understand needs Build trust and confidence during emotionally sensitive conversations Schedule qualified consultations for leadership Manage outbound follow-up calls, emails, and text touchpoints Maintain accurate documentation in CRM systems (Salesforce, Mailchimp, etc.) Track and report key metrics including appointment set rate and follow-up cadence
Secondary Responsibilities (Operations & Talent Support)
Support caregiver recruiting efforts, including screening and scheduling interviews Assist with onboarding documentation and compliance tracking Coordinate scheduling adjustments and communicate updates to families and caregivers Support leadership with administrative and operational tasks as needed
What Success Looks Like In the first 90 days, you will:
Respond to all new leads within target timeframes Confidently conduct intake calls without supervision Consistently convert qualified inquiries into scheduled appointments Maintain clean, organized CRM records Demonstrate professionalism with high-net-worth and private-pay families
Who Thrives in This Role
Are comfortable speaking on the phone for several hours per day Enjoy persuading and guiding people toward decisions Are organized and disciplined with follow-up Stay calm in emotionally sensitive situations Are motivated by measurable performance outcomes Thrive in a small, fast-moving organization
Qualifications
Bachelor's degree preferred (Business, Healthcare Administration, Public Health, Communications, or related field) 1–3 years of experience in consultative sales, admissions, intake coordination, recruiting, or client conversion roles, with demonstrated success meeting measurable performance targets (appointments set, conversion rate, or revenue goals) Strong verbal communication skills Comfort with CRM systems and Microsoft Office High integrity and professionalism
Perks & Benefits
$25–$30/hour ($52,000–$62,400 annually) Up to 10% discretionary performance bonus- Performance bonus tied to measurable outcomes including lead response time, appointment set rate, and qualified consultation conversion 3 weeks PTO + California Sick Time Medical, dental, and vision coverage 401(k) with up to $1,000 employer match Paid training and mentorship Opportunity for expanded scope and advancement based on performance
Why Join Atlas?
Own a revenue-critical function Gain direct exposure to healthcare operations and leadership Build real-world communication and business skills Contribute meaningfully to a growing organization
Languages
- English
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