Remote Intake Manager: Client Onboarding & Lead Conversion

ReWorks Solutions; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

ReWorks Solutions is seeking an experienced Intake Manager to oversee the client intake from inquiry to onboarding. You will be the first contact for prospective clients, handling lead flow, documentation, scheduling, and cross-team coordination.

The role requires 3+ years in intake-related roles, strong sales and communication skills, and proficiency with CRM/EMR systems, scheduling tools, and MS Office/Google Workspace. Remote work from home is supported with US-hour alignment.

Qualifications

• 3+ years in intake coordination, client services, admissions, customer success, or a related role.
• Strong sales, relationship-building, and client conversion skills.
• Excellent verbal and written communication abilities.
• Proven ability to manage a high volume of leads and inquiries simultaneously.
• Exceptional organizational skills and attention to detail.
• Experience using CRM, EMR, scheduling, or practice management systems.
• Strong follow-up and problem-solving abilities.
• Ability to work independently while collaborating with cross-functional teams.
• Proficiency with Microsoft Office Suite and Google Workspace.
• Healthcare, ABA, behavioral health, home care, or service-based industry experience is preferred.

Responsibilities

• Manage the full intake process from initial inquiry through client onboarding.
• Respond promptly to inbound calls, website inquiries, referrals, and other lead sources.
• Conduct intake calls to gather client information and assess needs.
• Build rapport with prospective clients and families while providing excellent service.
• Convert qualified leads into active clients through effective follow-up.
• Maintain accurate records within CRM, EMR, or intake systems.
• Coordinate onboarding documentation, insurance verification, and paperwork.
• Schedule consultations, assessments, and onboarding appointments.
• Collaborate with clinical, operations, and admin teams for smooth transitions.
• Track intake metrics, lead status, conversion rates, and onboarding progress.
• Follow up consistently with prospective clients to maximize enrollment.
• Identify and resolve intake-related issues while ensuring satisfaction.
• Ensure compliance with company policies, confidentiality, and regulations.

Skills

Lead conversion

Client relationship

Communication

Organization

CRM/EMR experience

Microsoft Office

Google Workspace

Independent work

Team coordination

Tools

CRM systems

EMR systems

Scheduling tools

Practice management

Microsoft Office

Google Workspace

Job description

ReWorks Solutions is seeking an experienced Intake Manager to oversee the client intake from inquiry to onboarding. You will be the first contact for prospective clients, handling lead flow, documentation, scheduling, and cross-team coordination.

The role requires 3+ years in intake-related roles, strong sales and communication skills, and proficiency with CRM/EMR systems, scheduling tools, and MS Office/Google Workspace. Remote work from home is supported with US-hour alignment.