Client Intake

Client Intake Marketing Jobs

3 jobs found

13d ago

Marketing, Client Success & Operations Coordinator

Wellness First Integrative Health Center Midlothian, VA

Midlothian, VA

13d ago

$20 - $25/hr Part time Marketing Client Engagement Client Intake

Apply Now

Job Description

This part-time role combines marketing coordination, client success, and operational support for Wellness First Integrative Health Center in Midlothian, Virginia. The position emphasizes relationship-building, process optimization, and delivering an outstanding client experience to support practice growth.

Responsibilities

Welcome and assist new and existing clients
Schedule discovery calls, consultations, coaching sessions, and workshops
Answer phone calls, emails, and text inquiries in a professional manner
Coordinate onboarding for new clients and complete related paperwork
Maintain accurate client records within the CRM
Follow up with prospective and current clients
Ensure every client receives an exceptional experience from initial contact through ongoing care
Coordinate social media posting across multiple platforms
Plan and schedule email campaigns and newsletters
Assist with workshops, community events, and educational presentations
Coordinate marketing projects with external vendors
Support website updates and development of promotional materials
Track marketing activities and follow up with prospects
Help implement marketing systems and growth initiatives
Manage calendars and appointment scheduling
Order supplements and office supplies
Coordinate inventory management and vendor communications
Process payments and coordinate with the bookkeeper
Maintain organized office procedures and filing systems
Assist with bookkeeping and related administrative tasks
Contribute to workflow improvements and enhanced operational efficiency
Support day-to-day practice operations

Requirements

Genuine passion for helping people
Strong organizational skills with attention to detail
Proactive mindset and the ability to take initiative
Enjoy solving problems and finding effective solutions
Professional, compassionate communication style
Rapid learner of new technologies
Ability to manage multiple priorities confidently
Dependable, trustworthy, and positive demeanor
Desire to contribute to a meaningful mission
Experience in a medical, chiropractic, wellness, fitness, or healthcare office
Background as an executive assistant, office manager, or practice coordinator
Experience in marketing coordination or social media management
Strong customer service and communication abilities
Proficiency with Microsoft Office, Google Workspace, CRM software, scheduling software, and QuickBooks, or a willingness to learn

Technologies

CRM platforms, Microsoft Office, Google Workspace, QuickBooks, scheduling software

Benefits

Competitive hourly pay based on experience
Performance-based bonus opportunities as the practice grows
Flexible daytime schedule
Ongoing education in functional health and wellness
Opportunities for increased responsibility and career advancement
Positive, supportive, and collaborative work environment
The chance to make a meaningful impact in people’s lives daily
Hourly rate range: $20.00 – $25.00

Why Join Wellness First Integrative Health Center

Competitive compensation aligned with experience
Bonuses tied to individual and practice growth
Flexible daytime hours suitable for a part-time schedule
Access to ongoing education in functional health and wellness
Paths to increased responsibility and career progression
A positive, supportive, and collaborative team environment
The opportunity to make a meaningful daily impact on lives

Compensation

Competitive hourly pay based on experience
Performance bonuses based on individual and practice growth
Flexible part-time schedule (15–25 hours per week initially)
Potential for increased hours and advancement as the practice expands

Work Location

Hybrid remote arrangement available in Midlothian, VA 23113

How to Apply

Your current resume
A brief cover letter describing your interest in this opportunity
Three professional references

View full job page →

27d ago

Bilingual Marketing & Intake Specialist

Glasheen, Valles & Inderman, LLP Lubbock, TX

Lubbock, TX

27d ago

$35k - $40k/yr Full time Marketing Bilingual Client Intake

Apply Now

Job Description

This full-time, on-site role supports bilingual intake, client evaluation, and marketing data-entry in Lubbock, TX.

Responsibilities

Assess potential client cases against established criteria to determine eligibility for further processing.
Collect and verify accident details, injury information, insurance data, police reports, and related records to support claim evaluation.
Handle inbound calls from prospective clients in coordination with fellow intake specialists.
Arrange and manage appointment and consultation scheduling between potential clients and staff.
Prepare and organize all intake paperwork for upcoming appointments and consultations.
Maintain accurate records in the contact management system and properly track status updates such as accepted or meeting scheduled.
Assist the marketing team with data-entry tasks and monitoring ongoing campaigns.
Provide administrative and project support for a range of marketing initiatives.

Requirements

Spanish language proficiency (required).
Excellent communication skills (required).
Strong listening abilities (required).
Friendly, helpful demeanor (required).
Professional phone etiquette (required).
Strong multitasking capabilities (required).
Data-entry skills (required).

Job Details

Location: Lubbock, TX (onsite)
Salary: $35,000 – $40,000 per year
Job Type: Full-time
Experience: Customer service, 2 years (preferred)
Benefits: 401(k), Health insurance, Paid time off

View full job page →

2mo ago

Healthcare Admissions & Marketing, Skilled Nursing

Presbyterian Homes of Georgia Quitman, GA

Quitman, GA

2mo ago Closed

Full time Marketing Business Development Client Intake

This position is no longer accepting applications (closed Jun 7, 2026).

Job Description

Presbyterian Homes of Georgia in Quitman, GA is seeking an experienced Admissions & Marketing Specialist who can blend clinical insight with community outreach. The role leverages a licensed clinical background to guide prospective residents through screening, admissions, and placement across skilled nursing, personal care, and independent living, in close collaboration with the Admissions Coordinator and Nursing Team. It focuses on facilitating smooth transitions while supporting community relations and census growth.

In this role, you will serve as the clinical anchor for marketing and admissions activities, coordinating the intake process, communicating care needs, and building relationships with referral sources to sustain steady admissions.

Responsibilities

Clinical Admissions Screening: Perform initial clinical screenings and assessments of potential residents (from hospital, home, or community) to determine the appropriate placement within skilled nursing, personal care, or independent living.
Admissions Process Facilitation: Work with the Admissions Coordinator to manage the admissions pipeline, ensuring all clinical and financial paperwork is complete prior to and on admission day.
Interdisciplinary Liaison: Act as the essential link between the marketing/admissions team and the Nursing Team, conveying clinical needs, physician orders, and care requirements for a smooth resident transition.
Marketing & Outreach Support: Support marketing events, community outreach, and facility tours, serving as the clinical expert who can confidently address questions about services and quality of care.
Census Development: Build and maintain professional relationships with key referral sources, including hospital discharge planners, social workers, and physician offices, to generate consistent admissions.

Requirements

Active Licensed Practical Nurse (LPN) license in Georgia preferred.
Minimum of 5 years of experience in a clinical setting, preferably in long-term care, skilled nursing, or senior living.
Proven experience in admissions, marketing, case management, or utilization review within a healthcare environment is highly preferred.
Exceptional communication, interpersonal, and public speaking skills, with the ability to build rapport with families, residents, and referral partners.
Proficiency in electronic health records (EHR) such as Point-Click-Care and admissions software.
Customer-oriented approach with a professional yet approachable style.
Knowledge of Medicare, Medicaid, Private Pay and Third Party reimbursement.
Knowledge of Long Term Care / Skilled Nursing regulations relating to Admissions.
Knowledge of the Senior Living & healthcare environment (Independent Living, Skilled Nursing, Assisted Living and Personal Care).
Ability to create a calm and peaceful environment.
Very detailed and organized.
Capable of working independently, as well as in a team environment.
Capable of creating and maintaining effective working relationships with patients, family members, outside facilities, department heads, and fellow staff.

Technologies

Point-Click-Care
Admissions software

Benefits

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Paid time off
Vision insurance

Why Join Presbyterian Homes of Georgia?

We are the proud sponsor of three established Life Plan Communities: Presbyterian Village in Austell, Presbyterian Village in Athens, and Presbyterian Home and Retirement Community in Quitman.
Our Commitment: Never in our history has a resident been asked to leave because of outliving his or her financial means.
As an important member of the campus team, the RN Admissions & Marketing Specialist will help implement Presbyterian Homes of Georgia’s ongoing philosophy and Christian-based approach.

Experience

Admissions in Healthcare (Skilled/Long Term Care): 4 years (Preferred)
Medicare / Medicaid: 4 years (Preferred)
Skilled nursing facility: 4 years (Preferred)
Healthcare marketing: 1 year (Preferred)
Regulations: LTC and Personal / Assisted Living: 4 years (Preferred)
Conducting tours: 1 year (Preferred)
Relationship building (in community & healthcare settings): 4 years (Preferred)

Language

English (Required)

License/Certification

LPN License (Preferred)

Ability to commute

Quitman, GA 31643 (Required)

View full job page →

Client Intake Marketing Jobs

Marketing, Client Success & Operations Coordinator

Bilingual Marketing & Intake Specialist

Healthcare Admissions & Marketing, Skilled Nursing

Get Client Intake Marketing Jobs alerts