Clinical Intake Sales Specialist

Kaizen Lab Inc.; McKinney (TX); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Paid Holidays

Paid PTO & Vacation

401(k) with company match

Medical, Dental, Vision, Life Insurance

Wellness benefits

Job summary

Kaizen Lab Inc. is seeking a Care Navigator / Clinical Intake Sales Specialist for their onsite team in McKinney, TX. The successful candidate will guide individuals and families through a consultative sales-driven intake process, ensuring they receive compassionate and high-quality care.

The role requires a sales-driven personality, with experience in healthcare or phone-based roles preferred. Offered benefits include competitive pay, commissions, and substantial opportunity for growth within a supportive team environment.

Qualifications

• Experience in sales, intake, healthcare, or phone-based roles is preferred.
• Ability to educate clients on services offered.
• Knowledge of HIPAA regulations is a plus.

Responsibilities

• Serve as the first point of contact for clients.
• Conduct detailed assessments via phone.
• Match clients with appropriate care providers.
• Document interactions accurately in CRM/EMR systems.

Skills

Sales-driven with a heart for service

Strong communication skills

Goal-oriented and motivated by performance

Organized and detail-focused

Education

1+ year sales, intake, healthcare, or phone-based experience

Tools

CRM/EMR experience

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.

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

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

Location

Onsite in McKinney, TX 75070

Must commute or relocate prior to start.