Full-Time Client Referral Specialist

Purpose: The Client Referral Specialist enhances client evaluations following Lingraphica’s At-Home Trial.

Essential Duties & Responsibilities:

• Seek out and connect with qualified SLPs for client evaluations after At-Home Trials.
• Explain the At Home Trial process to SLPs and schedule training sessions.
• Manage SLP availability for client evaluations.
• Facilitate clinical discussions between the CTC and SLPs.
• Develop long-term relationships with SLPs through ongoing training and support.
• Ensure SLPs are prepared for evaluations, understanding device functionalities, trial rules, and insurance needs.
• Prepare and send speech therapy referral packets.
• Schedule and reschedule speech therapy evaluations.
• Send training notes on AAC devices to SLPs and answer questions.
• Coordinate SLP loaner equipment, including shipment and check-ins.
• Collect and verify client forms for evaluation readiness.

Other Duties and Responsibilities:

• Document customer interactions in the CRM.
• Use HubSpot reports to monitor data trends and make recommendations.
• Report weekly metrics to support team goals.
• Collaborate with internal and cross-functional teams for smooth service delivery.
• Participate in team meetings to improve processes.

Knowledge, Skills & Abilities:

• Experience in coordination and relationship management, preferably in healthcare.
• Understanding of speech therapy practices.
• Excellent communication and interpersonal skills.
• Strong phone demeanor and written/verbal skills.
• Familiarity with AAC devices, preferred.
• Basic understanding of insurance policies, preferred.
• Proficiency with HubSpot, Microsoft Excel/Word, Slack, preferred.

Education & Experience:

• Associate’s degree, preferred.
• 1-3 years of patient navigation/advocacy experience.

The Client Referral Specialist works remotely and must maintain a safe, productive work environment with secure internet.

Travel is required for company meetings and team off-sites (twice per year within the US).

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