Account Executive | Client Sales (Mental Health)

CBT Collective; United States; Remote; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health, dental, vision insurance

HSA/FSA options

401(k) with employer match

Disability & life insurance

Commuter benefits

Job summary

CBT Collective is seeking an Account Executive on our Clinical Coordination team to handle inbound inquiries and connect families with the right therapists across the U.S. This remote, full-time role follows Eastern Time business hours.

You will listen, explain options, and guide clients from inquiry to first appointment, with uncapped incentives on top of a base salary. In this role you’ll own the client journey, coordinate with clinicians and operations, and maintain meticulous records while

Qualifications

• 2+ years in consultative sales or a client-facing role with revenue goals.
• Proven track record of meeting targets while delivering a professional client experience.
• Passion for mental health and helping people access care.
• Strong listening and emotional intelligence with confident communication.

Responsibilities

• Lead thoughtful consultations and build rapport with prospective clients and families.
• Guide clinician matching by understanding clinician specialties, fees, and availability.
• Explain pricing and insurance details, scheduling, and next steps clearly.
• Turn inquiries into appointments with empathetic, confident follow-up.
• Own follow-through and manage a growing pipeline of inquiries.
• Coordinate scheduling and onboarding with clinicians and operations.
• Maintain confidentiality and follow HIPAA and privacy policies.
• Keep accurate records and pipeline updates in the CRM.
• Meet performance goals while upholding high care standards.
• Support referral partners and contribute to practice growth.

Skills

Consultative sales

Client-facing

Active listening

Emotional intelligence

Fee discussions

Phone-based selling

CRM proficiency

Organization

Tools

Zoho CRM

Job description

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

Incentives: Uncapped, performance-based; expected total compensation of $85,000-$100,000+

Sell something you'd stake your name on.

Most sales roles ask you to cold-call strangers about a product you barely believe in. This one is the opposite.

Every lead you speak with has already raised their hand. They're actively looking for help, and you get to connect them with some of the best-trained therapists in the country. The clinicians who train our team literally wrote the curricula other therapists learn CBT from.

Why top sellers join CBT Collective

• 100% warm, inbound pipeline. No cold calling, no prospecting lists. You work high-intent inquiries plus referrals from psychiatrists, pediatric networks, and schools.
• A premium product that delivers. Sessions run $325-$475, and clients are typically seen within two days. Your job is to help people see why it's worth it, and it is.
• Real upside. Uncapped, performance-based incentives on top of a competitive base.
• A sales org being built the right way. Premium tech-stack, top notch operations team, and you'll be coached, measured fairly, and given room to grow as we do.
• Work that matters. You'll often be the first person someone talks to on the day they finally decide to get help. When you close, someone starts getting better.

The Role

As an Account Executive on our Clinical Coordination team, you'll often be the first person a prospective client or family speaks with. How you listen, explain options, and follow through will shape their entire experience with CBT Collective.

You'll own the journey from initial inquiry through the first appointment:

• Understand what someone is looking for
• Identify the right clinician
• Explain fees and out-of-network insurance
• Address questions and coordinate next steps

This is a phone-intensive, commission-eligible sales role with clear performance expectations. You should enjoy consultative conversations, take ownership of your pipeline, and feel motivated by converting interest into booked and completed intakes.

You'll provide compassionate, informed guidance in a nonclinical role. You'll partner with our clinical team whenever a situation requires clinical input.

What You'll Do

• Lead thoughtful consultations. Build rapport with prospective clients and families. Ask purposeful questions to understand their needs, preferences, and practical barriers to starting therapy.
• Guide clinician matching. Develop a strong understanding of our clinicians' specialties, approaches, fees, and availability, so you can help clients navigate their options.
• Explain the process clearly. Walk clients through pricing, out-of-network insurance and reimbursement, scheduling, paperwork, and next steps, without promising coverage or clinical outcomes.
• Turn inquiries into appointments. Address concerns with empathy and confidence, communicate the value of our services, and help appropriate clients move forward with care.
• Own follow-through. Manage a pipeline of new inquiries and active conversations. Follow up consistently so every inquiry has a clear next step.
• Coordinate a smooth start. Work with clinicians and operations on scheduling, onboarding, and clean handoffs through the first appointment.
• Protect confidentiality and use sound judgment. Follow HIPAA requirements and practice policies, and answer process-related privacy questions. Promptly escalated clinical or safety concerns through established protocols.
• Maintain accurate records. Keep timely, organized notes and pipeline updates in Zoho CRM.
• Take accountability for results. Work toward clear goals for responsiveness, conversion, completed intakes, and client experience. Use feedback and performance data to keep improving.
• Contribute to practice growth. Surface recurring client needs, availability gaps, and opportunities to improve the intake process. Support referral partners as needed.

What You Bring

• 2+ years in consultative sales or a client-facing role with direct responsibility for conversion or revenue goals
• A demonstrated record of meeting targets while delivering a thoughtful, professional client experience
• A sincere passion for mental health and a desire to help people connect with the right care
• Strong listening skills and emotional intelligence: you can respond warmly to sensitive information while keeping a conversation focused and productive
• Confidence discussing fees, handling hesitation, and asking for a clear next step without pressuring anyone
• Comfort spending much of your day on the phone and managing many conversations and follow-ups
• Excellent organization, written communication, and attention to detail
• Experience with CRM systems and comfort learning new tools
• Ownership, resourcefulness, and openness to coaching: you follow through, raise issues early, and help improve how the team works

Experience in behavioral health, healthcare admissions, or private-pay services is especially valuable. Familiarity with out-of-network insurance, HIPAA, and referral partnerships is a plus.

What Success Looks Like

• Clients feel heard, understand their options and financial responsibilities, and know exactly what happens next.
• Qualified inquiries move forward through consistent, thoughtful follow-up.
• Your records are accurate and your handoffs are reliable.
• You hit your performance goals while holding a high standard of care in every conversation.

About CBT Collective

CBT Collective is a fast-growing, evidence-based mental health practice with 25+ clinicians. We have five offices in NYC, Scarsdale, Greenwich, Stamford, and Parsippany, plus virtual care across NY, NJ, and CT. Our clinicians include internationally recognized CBT trainers, authors, and researchers. We're building one of the country's premier evidence-based practices.

Benefits

Health, dental, and vision insurance; HSA/FSA options; 401(k) with employer match; short- and long-term disability; life and AD&D insurance; and commuter benefits.