Client Intake Specialist

Job not on LinkedIn

🔥 13 hours ago

🌐 Costa Rica, Panama – Remote

🇨🇷 Costa Rica – Remote 🇵🇦 Panama – Remote

💵 $800 - $1k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Intake Specialist

👻 Ghost score 7%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Marisa Peer

WebsiteLinkedInAll Job Openings

- employees

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Marisa Peer is a global personal development and therapy organization founded by Marisa Peer that provides Rapid Transformational Therapy (RTT), training programs, online courses, coaching, and content to help individuals and professionals achieve mental wellness, performance improvement, and personal transformation. The company conducts training and certification for therapists and coaches, operates an online learning and recruitment platform, and produces media and marketing content to reach a broad consumer audience.

📋 Description

• Join scheduled video calls with new enquiries and manage each call from beginning to end • Start with a short suitability screening question before moving into the wider conversation • Understand what each person is looking for and what support they need • Ask appropriate questions about sensitive subjects calmly and respectfully • Assess whether someone is a suitable fit for the program • Explain the program, practical requirements, expectations and cost clearly • Recognise when someone is not the right fit and end the conversation with care and clarity • Book suitable clients directly with the appropriate therapist • Record clear reasons and outcomes when someone is not a fit or ready to proceed • Complete call logs accurately before moving to the next call • Keep client information and records organised and up to date • Learn and use new software and systems • Work independently while staying connected with the wider team • Make accurate suitability decisions and appropriate referrals or bookings • Handle unsuitable enquiries respectfully and clearly • Maintain a complete, accurate record of every call

🎯 Requirements

• Previous experience ideally in screening, intake, triage, coordination or client-facing roles • Experience asking sensitive questions, assessing suitability or explaining practical requirements clearly • Relevant experience may include healthcare or patient coordination, therapy or mental health intake, coaching or wellness, client intake or screening, call centre intake, customer or client support, care coordination, or structured assessment or triage roles • Strong spoken and written English • Calm, neutral manner on video calls • Confidence discussing sensitive topics, including mental health and cost • Ability to ask direct questions without making people feel uncomfortable or rushed • Ability to explain requirements plainly and consistently • Excellent organisation and attention to detail • Habit of documenting things immediately rather than relying on memory • Confidence learning new software and systems quickly • Ability to work independently with minimal supervision • Availability to work required US Central Time hours • Must be based in Costa Rica or Panama

🏖️ Benefits

• Regular, meaningful feedback on calls • Call review and quality feedback • Remote-first work environment • Opportunity to help build and expand a new function