Hey there!

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We're Precise Mind Behavioral Health a warm and welcoming group private practice offering virtual individual and couples counseling therapy services for clients based in Texas, Montana, Florida, Wyoming, and Louisiana. We're on the lookout for Client Engagement Manager to join our growing team.

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Joining us means more than just signing up – it means becoming part of a dedicated team devoted to bringing healing, hope, and wholeness to individuals and couples. 

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This role is all about connecting with new clients, guiding them through their onboarding journey, and ensuring they feel supported every step of the way.

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If you’re passionate about helping people, love staying organized, and thrive in an independent yet collaborative work environment, we’d love to meet you!

 

What You’ll Do:

Connect with new clients and guide them through the onboarding process.

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• Verify, enter, and manage client information accurately.

• Schedule consultations and follow-ups to ensure clients feel supported.

• Communicate with clients via email and phone, providing a friendly and professional experience.

• Handle administrative tasks like maintaining records, sending automated messages, and managing emails.

• Collaborate with our team to keep things running smoothly while working independently.

 

This flexible role is perfect for someone who loves connecting with people, staying organized, and making a real impact in behavioral health care.

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Requirements:

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• Professional Background: Experience in the medical or behavioral health field with a strong understanding of HIPAA compliance.

• Customer Service Expertise: A warm, professional communicator who excels at building connections with clients.

• Sales Skills: Ability to use conversational sales techniques to encourage leads to book consultations or appointments.

• Tech Proficiency: Familiarity with EHR's, Google Sheets, Facebook, and HIPAA-compliant email platforms. Bonus points for experience with automation tools like Zapier.

• Reliable Setup: A dependable computer, high-speed internet, and a quiet, professional workspace suitable for client calls.

• Flexible Schedule: Availability to work Saturday mornings as part of your regular schedule.

• Organizational Excellence: Strong ability to manage multiple clients across various stages while maintaining accurate records and meeting deadlines.

• Time Management: Ability to work independently, stay on task, and efficiently prioritize responsibilities.

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Work Setting:

This is a fully remote position, allowing you to work from home. You’ll manage tasks independently, following clear, detailed workflows to ensure efficiency and consistency. A reliable phone with a clear connection is essential for client interactions and team communication.

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• Daily Schedule and Check-Ins:
  Your day will be structured with regular check-in times to ensure tasks are on track and clients are supported promptly. Check-ins are required at 9:30 AM, 12 PM, 3 PM, and 5:30 PM (Central Time) Monday-Friday, and 10am Saturday to monitor leads, provide updates, and ensure tasks are completed.

• Lead Management: All new client leads must be contacted within 2 hours of receipt during business hours.

• Scheduling: 90% of qualified leads should have consultations or appointments scheduled within 24 hours of initial contact.

• Follow-Ups: All follow-up calls, emails, and automated messages must be completed within designated timeframes.

• Documentation: Client records must be updated accurately and immediately after each interaction.

Team Communication:

• Provide daily updates summarizing lead statuses, progress, and any challenges.

• Participate in weekly team meetings to review performance, discuss updates, and address workflow improvements.

• Respond to team messages and client inquiries within 1 hour during business hours.

Tools and Processes:
We’ll provide detailed workflows, scripts, and guidelines for each stage of the client journey.

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Why Join Us?

• Flexible, Structured Role (12-16 hrs/week): Enjoy the freedom to work independently while being supported by a well-organized team.

• Client Impact: Play a vital role in helping people feel cared for and supported from their very first interaction with us.

• Growth Opportunity: Join a friendly, client-centered team with room for growth. Earn quarterly bonuses based on effort and performance.

• Competitive Pay: Start at $20 per hour with opportunities to increase based on demonstrated success and contributions.

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If this sounds like the right fit for you, we’d love to hear from you! Apply today and join us in making a meaningful impact in behavioral health care.

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Send your resume and contact information to hello at precisemind.com with the subject: Client Engagement Manager

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