Therapy Access & Client Concierge

CBT Collective; United States; On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

HSA/FSA

401(k) match

Disability insurance

Life insurance

Job summary

CBT Collective in the United States is seeking an Account Executive (Clinical Coordinator) to convert warm inquiries into care. You’ll lead consultative calls, match clients with clinicians, explain fees and insurance, and guide next steps with empathy.

This nonclinical role emphasizes attentive listening, professional client service, and accurate CRM records. You’ll collaborate with clinicians, operations, and partnerships teams while protecting sensitive information.

Qualifications

• 3+ years in consultative sales or a client-facing role with direct responsibility for conversion or revenue goals.
• A track record of meeting targets while delivering a thoughtful, professional client experience.
• A sincere passion for mental health and an interest in learning about evidence-based care.
• Excellent phone presence: warm, composed, attentive, and confident guiding a conversation toward a decision.
• Comfort discussing sensitive topics and financial considerations with empathy, discretion, and clarity.
• Strong organization and follow-through across a busy pipeline of calls, appointments, and follow-ups.
• Experience using a CRM and comfort learning new systems and workflows.
• Ownership and openness to coaching. You act on feedback, raise issues early, and look for practical ways to improve.

Responsibilities

• Lead consultation calls. Build rapport, ask thoughtful questions, and understand each person’s needs, preferences, and barriers to starting therapy.
• Guide clinician matching. Develop a strong understanding of our clinicians’ specialties, approaches, fees, and availability, and coordinate matching with clinical input when needed.
• Communicate value and address concerns. Explain our services clearly, navigate questions about cost and readiness, and confidently guide suitable clients toward booking.
• Make the process understandable. Walk clients through session fees, out-of-network benefits, reimbursement processes, paperwork, and scheduling.
• Own your pipeline through the first appointment. Respond promptly, follow up consistently, manage clients awaiting availability, and keep every inquiry moving toward a clear next step.
• Deliver reliable handoffs. Coordinate with clinicians, operations, and the partnerships team so prospective clients and incoming referrals receive attentive, consistent support.
• Protect sensitive information. Follow HIPAA requirements and practice policies, explain privacy procedures within your role, and
• Maintain accurate records and improve results. Keep Zoho CRM and scheduling records current, track your performance, and surface opportunities to improve conversion and the client experience.

Skills

Consultative sales

Client-facing

Conversion goals

Phone sales

CRM experience

Tools

Zoho CRM

Job description

CBT Collective in the United States is seeking an Account Executive (Clinical Coordinator) to convert warm inquiries into care. You’ll lead consultative calls, match clients with clinicians, explain fees and insurance, and guide next steps with empathy.

This nonclinical role emphasizes attentive listening, professional client service, and accurate CRM records. You’ll collaborate with clinicians, operations, and partnerships teams while protecting sensitive information.