Account Executive | Client Sales, Mental Health

CBT Collective; New Jersey; Remote; USD 65.000 - 100.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

HSA/FSA options

401(k) with employer match

Short-term disability

Long-term disability

Life and AD&D insurance

Zusammenfassung

CBT Collective is expanding its Client Sales team and seeking an Account Executive for remote U.S. to drive patient enrollment in mental health services.

Expect a base salary with uncapped incentives and a total compensation target reflecting performance-based earnings. You will own the early client journey—from inquiry through the first appointment—while guiding clients toward appropriate clinicians, understanding fees, and navigating insurance considerations.

Qualifikationen

• 3+ years in consultative sales or client-facing role with conversion or revenue responsibility.
• Track record of meeting targets while delivering professional client experience.
• Passion for mental health and learning about evidence-based care.
• Excellent phone presence: warm, composed, attentive, and confident.
• Comfort discussing sensitive topics and financial considerations with empathy and clarity.
• Strong organization and follow-through across a busy pipeline.
• Experience using a CRM and comfortable learning new systems.
• Ownership and openness to coaching and feedback.

Aufgaben

• Lead consultation calls, build rapport, understand needs, and identify barriers to starting therapy.
• Guide clinician matching by understanding clinicians’ specialties, fees, and availability.
• Communicate value, address cost questions, and guide clients toward booking.
• Explain session fees, out-of-network benefits, and reimbursement processes clearly.
• Own the pipeline through the first appointment and ensure timely follow-ups.
• Deliver reliable handoffs by coordinating with clinicians, operations, and partnerships.
• Protect sensitive information following HIPAA and company policies.
• Maintain accurate records in the CRM and scheduling systems, tracking performance.

Kenntnisse

Consultative sales

CRM proficiency

Pipeline management

Phone presence

Empathy & communication

Organization

Learning new systems

Coaching openness

Tools

Zoho CRM

Jobbeschreibung

Account Executive | Client Sales, Mental Health
CBT Collective · Remote (U.S.) · Full-Time · Eastern Time business hours

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 elevate clinical or safety concerns through established protocols.
• 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.