Client Intake Specialist

Job not on LinkedIn

🔥 1 minute ago

🌐 Panama, Costa Rica – Remote

🇵🇦 Panama – Remote 🇨🇷 Costa Rica – 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 • Begin with a short suitability screening question before 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 each person is a suitable fit for the program • Explain the program, practical requirements, expectations, and cost clearly and naturally • 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 is not ready to proceed • Complete the call log accurately after every 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

🎯 Requirements

• Previous experience ideally in screening, intake, triage, coordination, or a client-facing role • 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/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 reviews focused on quality and consistency • Remote-first team environment • Opportunity to help build out a new function • Supportive team focused on professional, thoughtful client experiences