Client Care & Intake Strategist

Soar Therapy and Integrated Wellness; Springfield (VA); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Medical

PTO

Dental

Vision

Paid Holidays

Retirement

Job summary

Soar Therapy & Integrative Wellness is seeking a full-time Client Care & Operations Coordinator to support client intake, scheduling, front-office care, and light operational responsibilities within our outpatient mental health and wellness practice.

This role requires proactive, confident communication, conversion focus, and the ability to guide prospective clients toward scheduling while maintaining organized processes in a structured clinical environment.

Qualifications

• Experience in client service, intake, administrative coordination, sales, hospitality, admissions/enrollment, or related customer-facing role.
• Ability to build rapport quickly, communicate value, address hesitation, and guide people toward a decision.
• Strong attendance history and punctuality.
• Ability to plan ahead for recurring responsibilities and manage work proactively.

Responsibilities

• Client Care & Scheduling: Manage provider schedules accurately and strategically.
• Drive the intake process from first contact to booked appointment.
• Conduct follow-up calls with new clients after their first appointment.
• Communicate clinic policies clearly and confidently.
• Maintain front desk and clinic environment standards.
• Compliance & Documentation: Conduct chart audits to ensure documentation in client charts and compliance.
• Marketing & Outreach: Create event flyers, slide decks; support social media; promote workshops and events; prepare materials for provider outreach; community events involvement.
• Operations & Systems: Move between EHR, CRM, and Google Workspace; identify workflow gaps; collaborate with billing; maintain workflows.

Skills

Communication skills

Client service experience

Sales / conversion

Organizational skills

Attention to detail

Professional composure

Education

Associate’s or Bachelor’s degree in Communications, Public Relations, Marketing, Business Administration, Healthcare Administration, or related field

Tools

Google Workspace

Excel

Canva

CRM/EHR systems

Job description

Soar Therapy & Integrative Wellness is seeking a full-time Client Care & Operations Coordinator to support client intake, scheduling, front-office care, and light operational responsibilities within our outpatient mental health and wellness practice.

This role requires proactive, confident communication, conversion focus, and the ability to guide prospective clients toward scheduling while maintaining organized processes in a structured clinical environment.