Member Intake Specialist

At Eleanor Health we are helping people affected by addiction  live amazing lives. We work to fulfill this goal by building and growing the first addiction and mental health services provider designed to deliver a longitudinal, whole-person, value-based model of care for each community member. Our team is ambitious and committed to this unique opportunity, and understands the importance of attracting strong and experienced talent to make our vision for Eleanor Health a reality every day, and for every recovery journey we are entrusted to be a part of.  

The Member Intake Specialist plays a critical role in connecting people to life-changing addiction and mental health care at Eleanor Health. This role sits at the intersection of healthcare access, patient advocacy, and consultative sales.

• →Serve as the first point of contact for prospective members via inbound phone calls, web form submissions, and online scheduling workflows
• →Proactively outreach to prospective members who:
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  • →Start but do not complete online scheduling
  • →Submit web forms requesting information
  • →No-show to their first appointment and need re-engagement
• →Confidently educate prospective members on Eleanor Health’s whole-person care model, including what we do and what we don’t offer, while positioning Eleanor as a strong option for people seeking support with substance use
• →Use a consultative, sales-oriented approach to:
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  • →Understand a prospective member’s needs, motivations, and barriers
  • →Address concerns and hesitations
  • →Clearly articulate the value of Eleanor Health’s approach to care
• →Maintain ownership of leads by creating follow-up tasks, documenting next steps, and ensuring no prospective member “falls through the cracks”
• →Manage inbound referrals from external providers and community partners, including proactively outreaching to confirm receipt of referrals, provide status updates when appropriate, and request additional or updated contact information to ensure timely connection to care
• →Meet or exceed individual and team performance metrics, including:
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  • →Answer rate & speed to answer
  • →Quality score
  • →Conversion to scheduled and completed first appointments
• →Accurately document all interactions in CRM (Salesforce) and EMR (Athena)
• →Collaborate closely with clinical and operations teams to ensure a seamless member experience
• →Continuously improve your approach by incorporating feedback, coaching, and performance data
  
  

• You have experience in healthcare, ideally in patient access, care coordination, community outreach, admissions, intake, or member engagement
• You bring a sales mindset — you are persuasive, confident, and motivated by outcomes, while remaining deeply empathetic and ethical
• You are comfortable working in a metrics-driven environment and understand that data is a tool for improvement, not pressure
• You have a “fire in the belly” for expanding access to high-quality, stigma-free addiction and mental health care
• You take ownership — if someone says “I’ll call back,” you create a follow-up plan rather than closing the loop
• You move quickly, manage multiple leads at once, and thrive in a fast-paced environment
• You are tech-savvy and comfortable working across CRM systems, scheduling tools, and communication platforms
• You adapt easily to change and are energized by building new processes rather than relying on rigid scripts
• You communicate with clarity, warmth, and professionalism — even in emotionally complex or high-stakes conversations