Client Care Coordinator

OCD Anxiety Centers; South Jordan (UT); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

401(k) with company match

Comprehensive Medical, Dental, and Vision

Tuition reimbursement

Paid time off including holidays

Tuition reimbursement

Company-paid life insurance

Voluntary benefits

PTO 15 days

Sick time 5 days

Holidays 9

Job summary

A healthcare organization specializing in anxiety treatment is looking for a Field Representative to drive referrals from healthcare providers and therapists. You will manage relationships, conduct educational meetings, and track referral activities. Candidates must have sales experience, excellent communication skills, and proficiency with computer software. This position offers a competitive salary, bonuses, and professional development opportunities. Join us to make a meaningful impact in mental health care.

Qualifications

• 1+ years of experience in sales or outreach position required.
• Active book of business is necessary.
• Proficient knowledge of Microsoft Office and data entry.
• Local travel with a personal vehicle.
• Relationship management and excellent sales skills.
• Proficient knowledge of Microsoft Word, Excel, and other computer software.
• Accurate and efficient electronic data entry.
• Punctual and have excellent attendance.
• Organized, detail‑oriented, proactive.
• Multitask, problem‑solve, strong communication skills.
• Thrives in a changing work environment (inside/outside).
• Team oriented.

Responsibilities

• Drive referrals from healthcare providers and therapists.
• Manage relationships and communication with referral sources.
• Conduct meetings to uncover needs and create partnerships.
• Prospect partnerships with hospitals, primary care, psychiatrists, and behavioral health providers.
• Identify decision makers and conduct face‑to‑face meetings to uncover needs.
• Conduct meetings to address barriers to treatment and build partnerships.
• Maintain activity and referrals in CRM and achieve goals.
• Develop weekly/monthly activity goals and admissions targets.
• Provide training and support to team members.
• Adhere to company policies and parameters and perform other duties as assigned.

Skills

Sales skills

Relationship management

Excellent communication skills

Organized and detail-oriented

Multitasking abilities

MS Word/Excel

Data entry

Punctuality

Organizational skills

Multitasking

Communication skills

Team oriented

Education

Bachelor's degree in Social Work or related field

Tools

Microsoft Word

Microsoft Excel

Salesforce

CRM and EMR software

Job description

Join Our Team at the OCD Anxiety Centers!

At the OCD Anxiety Centers, we are passionate about making a difference in the lives of those struggling with anxiety disorders. Through evidence‑based practices and continuous learning, we strive to provide the highest quality care to our clients and their families. If you're seeking a rewarding career where you can grow both personally and professionally, we invite you to be a part of our team.

Our Investment in You

• Competitive base salary
• Opportunity to earn quarterly bonuses
• 401(k) with company match
• Comprehensive Medical, Dental, and Vision - coverage starts day one
• Health Savings Account (HSA) with company contribution
• Tuition reimbursement to support continued education
• Company‑paid employee life insurance
• Voluntary supplemental benefits
• Paid time off including:
  • 15 days (120 hours) PTO
  • 5 days (40 hours) sick time
  • 9 company holidays (72 hours)
• Paid specialized training and ongoing professional development to strengthen your skills, expand your experience, and support career growth

The Purpose of Your Role

The primary goal of the field rep is to drive referrals from healthcare providers, inpatient mental health facilities, and therapists. Success will primarily be measured by the number of new patients resulting from your efforts. Activities that result in success include: prospecting new referral sources, educating referrers on what we do, how we have the best results in the industry, what type of patient is a good fit, how to refer, and overcoming objections.

These conversations typically happen when the field rep brings lunch in for the office of primary care, pediatric, internal medicine, OBGYN, psychiatrist, therapist, or other referral sources. These conversations also happen through one‑on‑one interactions while visiting a referring office to thank them/follow up on a past conversation, group presentations, clinic tours, attending and exhibiting at conferences, and hosting company‑sponsored functions. An effective field rep will learn about the various diagnoses we treat and effectively communicate how we do so to achieve unparalleled results. The field rep will set activity and new patient admission goals and create plans to achieve those goals. Weekly reporting and accountability is essential as is maintaining all referral contacts and activity up to date in our CRM/Salesforce. World‑class outreach relationships are built on honesty, trustworthiness, and integrity.

Core Responsibilities

• Drive referrals from healthcare providers, inpatient mental health facilities, therapists, and other referral sources
• Holds daily luncheons with healthcare providers and other referral sources
• Manages referral source relationships, ensures continuous and effective communication with contacts, and responds to all inquiries, requests, and referrals in a timely manner
• Prospects potential partnerships with organizations such as hospitals, inpatient treatment, primary care providers, psychiatrists, and behavioral health providers
• Identifies decision makers in healthcare offices, reaches out to establish key relationships
• Conducts face‑to‑face meetings with key decision‑makers to uncover needs, address barriers to treatment, and create community partnerships
• Ensures that their time is spent managing their territory and referral sources that produce the most results
• Develops weekly and monthly activity goals including admissions goals and creates achievable plans to reach goals
• Maintains and exceeds the target number of face‑to‑face interactions, contacts, and admits for the assigned market
• Identifies appropriate events and opportunities to educate the community about TOATC programs and provides education/technical/administrative support for planning and execution
• Learns and practices de‑escalation techniques (may occasionally be exposed to high‑stress environments)
• Creates and maintains excellent record keeping of referral sources activity and outreach efforts in our CRM
• Support and train team members
• Adheres to all company policies and procedures
• Other duties as assigned

The Skills And Expertise You Have

• 1+ years experience in sales or outreach position
• Active book of business (Required)
• Local travel for community outreach (drives a personal vehicle for work purposes)
• Relationship management
• Excellent sales skills
• Proficient knowledge of Microsoft Word, Excel, and other computer software
• Accurate and efficient electronic data entry
• Must be punctual and maintain excellent attendance
• Organized, detail‑oriented, takes initiative, and completes job responsibilities independently
• Multitask, problem‑solve, interpersonal skills, and strong written and verbal communication skills
• Thrives in a changing work environment including inside, outside
• Team oriented

Preferred Qualifications

• 2+ years of experience in outside sales / referral generation efforts
• Experience in the mental health field
• History of achieving goals in the area of referral generation efforts in behavioral health
• Proven ability to teach, train and effectively communicate programs features and benefits as well as how we treat various diagnoses effectively
• History of creating strong relationships of trust with referents
• Proficient in CRM and EMR software
• Salesforce experience
• Additional 3-5 years of experience in behavioral health, sales, or outreach
• Bachelor's degree or higher in Social Work, Clinical Mental Health, Counseling, Marriage and Family Therapy, or related field

Disclaimer

OCD Anxiety Centers has not designed this job description to contain a comprehensive list of activities, duties, or responsibilities required of the employee. Furthermore, OCD Anxiety Centers reserves the right to change or assign new duties, responsibilities, and activities at any time, with or without notice.

Equal Employment Opportunity Commission (EEOC) statement

OCD Anxiety Centers is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, genetics, disability, political affiliation, personal appearance, family responsibilities, or any other legally protected class under federal, state, or local law. This applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, wage and salary administration, disciplinary action, termination, and social, educational, and recreational programs.