Insight Therapy Solutions

Compensation

Full Description

Job Description: • Maintain and update CRM data for leads, clients, and intakes. • Review intake records for accuracy and ensure cancellations or missed leads are minimized. • Audit call logs and documents to ensure company policies and processes are followed. • Monitor therapist availability and specialties to support accurate client-therapist matching. • Assign leads and appointments in Calendly to Healthcare Sales Representatives. • Maintain and update therapist profile documents. • Prepare and organize daily, weekly, and monthly intake and performance reports. • Support the Healthcare Sales Manager with department trackers, files, and process documentation. • Suggest process improvements to boost accuracy and efficiency. Requirements: • At least 1 year as an Administrative or Executive Assistant (healthcare or behavioral health background preferred but not required). • Strong English communication (written and spoken). • Excellent organization, multitasking, and analytical skills. • Advanced proficiency in Google Sheets or Excel (formulas, pivot tables, data validation). • Familiarity with CRM systems (Zoho CRM a plus). • Experience with Asana or other project management tools. • Comfortable with Google Workspace or Microsoft Office Suite. • Detail-oriented, reliable, proactive, and able to work independently in a remote setup. • Discreet and professional when handling confidential data. • Background in quality assurance or process monitoring (Nice to Have). Benefits: • Paid Time Off (PTO) • Paid U.S. holidays • Paid birthday leave • Monthly health stipend