Clinical Intake Sales Specialist

Next STEPS; McKinney (TX); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Paid Holidays

Paid PTO & Vacation

No weekends

Wellness benefits

Job summary

Next STEPS Worldwide is seeking a Care Navigator / Clinical Intake Sales Specialist (Spanish Speaking) to join our onsite intake team in McKinney, TX. You will guide individuals and families toward the right care through a consultative, sales-driven intake process.

This onsite role emphasizes relationship-building, not a traditional call center, with opportunities to advance into leadership paths within intake management and growth tracks.

Qualifications

• 1+ year sales, intake, healthcare, or phone-based experience preferred
• Strong communication skills
• HIPAA knowledge preferred
• CRM/EMR experience a plus

Responsibilities

• Serve as the first point of contact for individuals, parents, caregivers, and families.
• Conduct detailed, individualized phone assessments.
• Educate clients on psychological, therapy, and nutrition services.
• Use consultative sales skills to convert inquiries into scheduled intakes.
• Match clients with the best-fit provider and service.
• Meet and exceed weekly and monthly conversion goals.
• Document interactions accurately in CRM/EMR systems.

Skills

Sales experience

Healthcare knowledge

Telephone communication

Job description

Care Navigator / Clinical Intake Sales Specialist

Onsite | McKinney, TX

Base $18/hour + Weekly Commissions
Annual Earnings: $45,000–$60,000+

Be the First Voice for Individuals and Families Across the Entire Lifespan.

Next STEPS Worldwide is a rapidly growing, mission-driven outpatient healthcare organization providing psychological, therapeutic, and nutrition services for all populations across the lifespan — from infants as young as 3–4 months to our platinum (geriatric) years.

With 30+ locations across Texas, our multidisciplinary model delivers truly individualized, whole-person care.

We are seeking a Care Navigator / Clinical Intake Sales Specialist (Spanish Speaking) to join our onsite intake team in McKinney, TX.

As a Care Navigator at Next STEPS Worldwide, you will guide infants, children, adolescents, adults, and geriatric clients toward the right care through a consultative, sales-driven intake process.

You will play a vital role in ensuring all clients receive compassionate, high-quality care. Your voice will help families and individuals feel understood, supported, and confident as they take their first step toward healing.

This is not a traditional call center role.
This is a relationship-based, consultative, sales-driven phone position where you guide clients to the right care at the right time.

Compensation & Benefits

• $18/hour base pay
• Weekly commissions
• Annual earning potential: $48,000–$60,000+
• Monthly performance opportunities
• Paid Holidays
• Paid PTO & Vacation
• No weekends
• 401(k) with company match
• Medical, Dental, Vision, Life Insurance
• Wellness benefits
• Clear leadership growth paths

Work Environment

• Onsite professional team setting (not a call center)
• Advanced scheduling and intake technology
• Supportive, high-energy team culture

What You Will Do

• Serve as the first point of contact for individuals, parents, caregivers, and families.
• Conduct detailed, individualized phone assessments.
• Educate clients on psychological, therapy, and nutrition services.
• Use consultative sales skills to convert inquiries into scheduled intakes.
• Match clients with the best-fit provider and service.
• Meet and exceed weekly and monthly conversion goals.
• Document interactions accurately in CRM/EMR systems.

Who You Are

• Sales-driven with a heart for service
• Confident and compassionate on the phone
• Goal-oriented and motivated by performance
• Organized and detail-focused
• Comfortable working with all age populations
• Professional, emotionally intelligent, and persuasive

Qualifications

• 1+ year sales, intake, healthcare, or phone-based experience preferred
• Strong communication skills
• HIPAA knowledge preferred
• CRM/EMR experience a plus

Schedule

• Monday–Friday
• No weekends

Growth Opportunity

This role offers advancement into:

• Lead Care Navigator
• Trainer
• Team Lead
• Intake Management

Location

Onsite in McKinney, TX 75070
Must commute or relocate prior to start.