Accredited Business Accountants (ABA), Autism, Behavioral Health, Communication Skills, Customer Experience, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Data Management, Detail Oriented, Documentation, Electronic Medical Records, Employee Assistance Plan, Healthcare, Healthcare Administration, Healthcare Customer Service, Insurance Documentation, Maintain Compliance, Medical Office, Medical Record System, Multilingual, Multitasking, Onboarding, Online Chat, Organizational Skills, Patient Admissions, Presentation/Verbal Skills, Process Development, Process Management, Record Keeping, Regulatory Compliance, Sales Prospecting, Salesforce.com, Team Player, Time Management, Writing Skills
We're Hiring: Client Intake Advocate
Location: Corporate Office currently in Addison, TX (Near Beltline & Tollway) - We're relocating July 2026 to Park/Tollway (West Plano area)
Role Type: Hybrid - During the initial 90-day training period position is required to be in office full-time, eligible to transition to a hybrid schedule based on performance.
Reports to: Intake Supervisor
Help Families Navigate Their First Step Toward Autism Care
Behavioral Innovations is seeking a highly organized and compassionate Client Intake Advocate to support families as they begin their ABA therapy journey. In this role, you'll serve as a trusted guide, helping families understand the intake process, gather required information, and move confidently throuhg each step toward starting services. If you enjoy helping others, managing details, staying organized, and ensuring a smooth customer experience, this may be the perfect opportunity for you.
Why Join Behavioral Innovations?
- Compensation: Hourly Rate
Work-Life Balance: 10 days PTO, 7 paid holidays.
- Comprehensive Benefits: Medical, Vision, Dental, and Supplemental Insurance Policies.
Wellbeing: Tools and programs to support physical, mental, and emotional wellness.
Employee Assistance Program (EAP): Comprehensive support.
Award-Winning Environment: Recognized for clinical excellence and ethical standards.
- Meaninful Work: Join a mission-driven organization dedicated to helping children with autism and supporting families during important moments in their care journey.
- Collaborative Culture: Work alongside caring professionals who value teamwork, accountability, integrity, and exeptional service.
Your Role & What You'll Do:
As a Client Intake Advocate, you'll play a vital role in creating a positive and supportive experience for families seeking ABA services. You'll ensure each family receives timely communication, accurate information, and a smooth transition through the intake process.
- Serve as the primary point of contact for prospective families via phone, email, text, and chat.
- Guide families through each step of the intake process with professionalism, empathy, and attention to detail.
- Collect, review, and verify required documentation to ensure completeness and accuracy.
- Coordinate with clinical, operations, scheduling, and authorization teams to support a seamless onboarding experience.
- Maintain accurate records and documentation within Salesforce, CRM, and healthcare systems.
- Monitor intake progress and proactively follow up on outstanding items.
- Ensure all information is entered accurately and timely while maintaining confidentiality and compliance standards.
- Provide exceptional customer service by responding promptly to questions and concerns.
What We Are Looking For:
Required Qualifications
- Bachelor's degree or equivalent professional experience.
- Experience in customer service, patient intake, healthcare administration, client support, admissions, or similar service-oriented roles.
- Strong organizational and time management skills.
- Ability to manage multiple tasks while maintaining accuracy and attention to detail.
- Excellent verbal and written communication skills.
- Proficiency using CRM, EMR/EHR, Salesforce, or other data management systems.
- Comfortable working in a fast-paced environment with established processes and performance expectations.
Preferred Qualifications
- Experience in healthcare, behavioral health, therapy services, or medical office settings.
- Experience coordinating documentation, insurance information, or client onboarding processes.
- Bilingual communication skills are welcomed but not required.
Success in This Role Looks Like
- Building trust with families through responsive and professional communication.
- Maintaining accurate documentation and records.
- Following established processes while ensuring nothing falls through the cracks.
- Coordinating effectively across multiple departments.
- Staying organized and focused while managing competing priorities.
- Delivering a consistently positive experience for every family.
About Behavioral Innovations:
Since 2000, Behavioral Innovations has been dedicated to transforming lives through compassionate, center-based Applied Behavior Analysis (ABA) therapy for children with autism ages 18 months to 10 years. With more than 100 locations across Texas, Oklahoma, Colorado, Virginia, Maryland, and North Carolina—and continued expansion ahead—we are committed to delivering exceptional care and support to the families we serve.
Join Our Team
If you're a detail-oriented professional who enjoys helping people, coordinating processes, and creating positive customer experiences, we'd love to hear from you.
Apply today and help families take the first step toward life-changing care.
Behavioral Innovations — Where Potential Thrives.
CORP2026
#LI-SN1