Account Executive

CBT Collective; United States; On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

HSA/FSA

401(k) match

Disability insurance

Life insurance

Job summary

CBT Collective in the United States is seeking an Account Executive (Clinical Coordinator) to convert warm inquiries into care. You’ll lead consultative calls, match clients with clinicians, explain fees and insurance, and guide next steps with empathy.

This nonclinical role emphasizes attentive listening, professional client service, and accurate CRM records. You’ll collaborate with clinicians, operations, and partnerships teams while protecting sensitive information.

Qualifications

• 3+ years in consultative sales or a client-facing role with direct responsibility for conversion or revenue goals.
• A track record of meeting targets while delivering a thoughtful, professional client experience.
• A sincere passion for mental health and an interest in learning about evidence-based care.
• Excellent phone presence: warm, composed, attentive, and confident guiding a conversation toward a decision.
• Comfort discussing sensitive topics and financial considerations with empathy, discretion, and clarity.
• Strong organization and follow-through across a busy pipeline of calls, appointments, and follow-ups.
• Experience using a CRM and comfort learning new systems and workflows.
• Ownership and openness to coaching. You act on feedback, raise issues early, and look for practical ways to improve.

Responsibilities

• Lead consultation calls. Build rapport, ask thoughtful questions, and understand each person’s needs, preferences, and barriers to starting therapy.
• Guide clinician matching. Develop a strong understanding of our clinicians’ specialties, approaches, fees, and availability, and coordinate matching with clinical input when needed.
• Communicate value and address concerns. Explain our services clearly, navigate questions about cost and readiness, and confidently guide suitable clients toward booking.
• Make the process understandable. Walk clients through session fees, out-of-network benefits, reimbursement processes, paperwork, and scheduling.
• Own your pipeline through the first appointment. Respond promptly, follow up consistently, manage clients awaiting availability, and keep every inquiry moving toward a clear next step.
• Deliver reliable handoffs. Coordinate with clinicians, operations, and the partnerships team so prospective clients and incoming referrals receive attentive, consistent support.
• Protect sensitive information. Follow HIPAA requirements and practice policies, explain privacy procedures within your role, and
• Maintain accurate records and improve results. Keep Zoho CRM and scheduling records current, track your performance, and surface opportunities to improve conversion and the client experience.

Skills

Consultative sales

Client-facing

Conversion goals

Phone sales

CRM experience

Tools

Zoho CRM

Job description

Base salary: $65,000 - $75,000, based on experience

Total compensation: Expected $85,000 - $100,000 including uncapped performance-based incentives

Bring your sales expertise to work that matters: helping people start therapy.

At CBT Collective, you’ll speak with people who have already reached out for help. Your role is to build trust, understand what they need, and guide them toward starting care with an appropriate clinician.

For a strong consultative salesperson, this is an opportunity to represent a service you believe in, work with warm inquiries and professional referrals, and earn performance-based compensation for work that matters. You’ll join a growing team where coaching, accountability, and thoughtful client service go hand in hand.

About CBT Collective

CBT Collective is a growing mental health practice providing Cognitive Behavioral Therapy (CBT) and other evidence-based treatments, with in-person and virtual care across New York, New Jersey, and Connecticut.

Our clinical team includes internationally recognized experts, authors, researchers, and trainers who have helped shape the field of CBT. That depth of expertise gives you something substantive to stand behind when helping prospective clients understand our care and choose a clinician.

We bring the same commitment to quality to the entire client experience, starting with the first conversation.

The Role

As an Account Executive - known internally as a Clinical Coordinator - you’ll often be the first person a prospective client or family speaks with. It might be a parent worried about their child, a professional struggling with anxiety, or someone reaching out for therapy for the first time.

You’ll own the process from initial inquiry through the first appointment: understanding their needs, coordinating clinician matching, explaining fees and out-of-network insurance, addressing concerns, and making next steps clear.

This is a phone-intensive, consultative sales role with clear conversion goals and performance expectations. Success requires excellent listening, confident sales skills, consistent follow-through, and a sincere interest in mental health. You’ll help people move forward while respecting their decisions and recognizing when our services may not be the right fit.

This is a nonclinical role. You’ll provide informed, compassionate guidance and partner with our clinical team whenever a situation requires clinical judgment.

What You’ll Do

• Lead consultation calls. Build rapport, ask thoughtful questions, and understand each person’s needs, preferences, and barriers to starting therapy.
• Guide clinician matching. Develop a strong understanding of our clinicians’ specialties, approaches, fees, and availability, and coordinate matching with clinical input when needed.
• Communicate value and address concerns. Explain our services clearly, navigate questions about cost and readiness, and confidently guide suitable clients toward booking.
• Make the process understandable. Walk clients through session fees, out-of-network benefits, reimbursement processes, paperwork, and scheduling.
• Own your pipeline through the first appointment. Respond promptly, follow up consistently, manage clients awaiting availability, and keep every inquiry moving toward a clear next step.
• Deliver reliable handoffs. Coordinate with clinicians, operations, and the partnerships team so prospective clients and incoming referrals receive attentive, consistent support.
• Protect sensitive information. Follow HIPAA requirements and practice policies, explain privacy procedures within your role, and
• Maintain accurate records and improve results. Keep Zoho CRM and scheduling records current, track your performance, and surface opportunities to improve conversion and the client experience.

What You Bring

• 3+ years in consultative sales or a client-facing role with direct responsibility for conversion or revenue goals.
• A track record of meeting targets while delivering a thoughtful, professional client experience.
• A sincere passion for mental health and an interest in learning about evidence-based care.
• Excellent phone presence: warm, composed, attentive, and confident guiding a conversation toward a decision.
• Comfort discussing sensitive topics and financial considerations with empathy, discretion, and clarity.
• Strong organization and follow-through across a busy pipeline of calls, appointments, and follow-ups.
• Experience using a CRM and comfort learning new systems and workflows.
• Ownership and openness to coaching. You act on feedback, raise issues early, and look for practical ways to improve.

Experience in behavioral health, healthcare admissions, private-pay services, education, or other consultative B2C sales environments is especially valuable. Familiarity with out-of-network insurance, HIPAA, and electronic health records is a plus.

What Success Looks Like

You meet agreed goals for conversion and completed intakes while maintaining a high standard of client service. Clients feel heard, understand their options and financial responsibilities, and know what happens next. Your follow-up is consistent, your records are accurate, and your colleagues can rely on your handoffs.

What We Offer

• A warm inquiry and referral pipeline, with no cold calling to prospective clients.
• Base salary plus uncapped performance-based incentives.
• Coaching and feedback to strengthen your consultative sales skills.
• Close collaboration with an experienced clinical and business team.
• The opportunity to contribute ideas and improve how a growing practice serves its clients.
• Health, dental, and vision insurance; HSA/FSA options; a 401(k) with employer match; short- and long-term disability; and life and AD&D insurance.