Specialist I, New Client Booking

The Opportunity: 

We’re seeking a Specialist I, New Client Booking who is passionate about expanding access to mental healthcare. In this role, you’ll handle warm, inbound phone leads from prospective clients, thoughtfully matching them with a Grow provider who best meets their mental health needs. As the first point of contact, you’ll play a pivotal role in guiding clients through the booking process, following up as needed to secure appointments and ensure a seamless experience.

Ideal candidates are motivated self-starters who excel in a balance of structure and autonomy. With flexibility to structure your day, you’ll be responsible for independently managing time, proactively engaging clients, and meeting booking goals. This role is perfect for someone who enjoys setting and exceeding personal targets, values accountability, and is eager to make a real difference in mental healthcare. You’ll be part of a remote team of 6-8 teammates, reporting directly to our New Client Bookings Manager.

What You’ll Be Doing: 

• Handle inbound calls from prospective clients, assess their needs, and match them with the most suitable Grow provider for their mental health goals
• Guide clients through the booking process, providing clear information, addressing questions, and following up as needed to confirm appointments
• Maintain detailed and accurate records of client interactions and booking outcomes in Intercom and Zoom to support seamless communication and data tracking
• Proactively manage daily tasks to meet or exceed individual booking and conversion targets, optimizing call strategies based on real-time results
• Collaborate with the New Client Bookings team to share insights, refine workflows, and support continuous improvement in the client booking experience

You’ll Be a Good Fit If:

• 2+ years of experience in sales or call center client support (healthcare experience preferred)
• Proven ability to manage and convert a high volume of inbound leads or client inquiries in a fast-paced environment
• You lead with empathy, and prioritize customer value over everything else (working closely to find solutions that make their goals possible)
• You are self-motivated, eager to learn, and are comfortable with ambiguity / asynchronous communication
• You’re comfortable overcoming objections and helping clients find alternative solutions
• You love problem solving; you’re naturally curious, especially about technology
• You are successful working independently and remotely, and adapt well to changing priorities and customer needs
• You are available and able to work 9am-6pm PST / 12pm-9pm EST
• You thrive working at a dynamic startup, and you are excited about contributing to our startup’s growth
• Bonus points if you have a track record of at least one year of successful customer-facing professional experience

Role Details:

Employment Type: Full Time, Non-Exempt
Base Compensation: The base compensation range for this position is $21.63 - $24.04 USD per hour. This position will also include monthly variable commission ($1500 at performance goal).
This is a remote role with the expectation to travel 2–3 times per year (e.g., company and department offsites).

The base compensation for this role will vary depending on several factors, including relevant experience, qualifications, and the candidate’s working location.

We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 11, 2025.

Please see the independent bias audit report covering our use of Covey here.