Client Support Specialist

Posted 21 Days Ago
Hiring Remotely in United States
Remote
Entry level
Healthtech
The Role
As a Client Support Specialist at Charlie Health, you will facilitate client and family support post-admission, handle inquiries via calls and texts, coordinate care with internal teams, improve client attendance, and manage scheduling while meeting performance KPIs.
Summary Generated by Built In
 Why Charlie Health?

We are currently facing a nationwide mental health epidemic marked by rising rates of depression, anxiety, trauma, substance use disorders, and suicide. At the same time, those seeking help often encounter barriers—whether geographic, financial, or systemic—that prevent them from receiving timely and effective care. This urgent need calls for a reimagined approach to behavioral health treatment.

At Charlie Health, our mission is to connect the world to life-saving mental health treatment. Our innovative virtual programs combine curated group sessions, individual therapy, and family therapy, delivered through personalized, evidence-based treatment plans designed for sustainable healing from the comfort of home. By connecting individuals with shared experiences and fostering supportive communities, Charlie Health provides a pathway to long-term recovery, with over 90% of our clients seeing improvement in their most challenging mental health symptoms.

Every member of our team shares a deep commitment to this mission. If you’re driven to make a meaningful impact, we invite you to join us in reshaping the future of mental healthcare.

About the Role

Charlie Health is looking for a dynamic, passionate individual to support our incredible clients and families throughout treatment as a Client Support Specialist. This candidate will welcome clients and families into our program post-admission, build rapport, and provide care coordination and customer service to ensure all client needs are met throughout their time in treatment. The Client Support Specialist will also act as the liaison between clients and other internal Charlie Health teams to provide a primary point of contact and an unparalleled experience for those in our care.

Our team is composed of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way.

Responsibilities

  • Answer inbound calls, emails, and texts and resolving patient and family concerns or requests efficiently and effectively 
  • Act as a liaison between patients and internal Charlie Health teams such as, Admissions, Billing, Utilization Review, Outreach and Clinical
  • Support client-related requests from the Clinical Care team to improve the patient’s experience
  • Identifying gaps in treatment attendance and reaching out to clients to resolve issues with treatment that may be leading to non-attendance proactively
  • Communicate aftercare resources (i.e. outpatient therapy providers) to families and work with families to schedule appointments post-Charlie Health
  • Managing client schedule, scheduling and rescheduling appointments
  • Complete all documentation in a timely and accurate manner
  • Adapt to organizational change and departmental restructuring to fit the needs of our clients, families, and referral sources
  • Meet determined KPIs including: call answer rates, daily talk time, daily call volume, issue resolution rate, time to resolution, aftercare appointment scheduling rate, and customer satisfaction scores

Requirements

  • Upholds Charlie Health's Mission, Vision, and Values and takes great pride in providing clients with exceptional service in order to support their mental health journeys
  • High school diploma or equivalent
  • Minimum 2 years experience working in a customer/patient success or support role
  • Experience working with young adults and adolescents (healthcare setting preferred)
  • 1-2 years of Salesforce experience (or equivalent CRM platform) required 
  • 1-2 years of experience using contact center technology
  • Strong ability to multitask and work in a fast-paced environment
  • Demonstrates a high level of emotional intelligence
  • Knowledge of HIPAA policies and procedures
  • Work authorized in the United States and native or bilingual English proficiency
  • Proficiency with cloud-based communication and software (Slack, G-suite, Microsoft Office, Zoom & EMR)

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.

Additional Information

The expected base pay for this role will be between $45,000 and $55,000 per year at the commencement of employment. However, base pay will be determined on an individualized basis and will be impacted by location and years of experience. Further, base pay is only part of the total compensation package, which, depending on the position, may also include incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Charlie Health-sponsored benefits. #LI-Remote

Our Values
  • Connection: Care deeply & inspire hope.
    • We care personally about every single person in the Charlie Health ecosystem: our clients, providers, and team members alike.
    • We inspire hope with every interaction, reminding our clients that we truly and unconditionally believe in them.
  • Congruence: Stay curious & heed the evidence.
    • We ask “why” five times before we’re satisfied with the answer. We don’t stick to the status quo; we challenge our assumptions and remain humble.
    • Above all, we’re results-oriented. When we find data that calls our original plan into question, we modify or pivot.
  • Commitment: Act with urgency & don’t give up.
    • We work as swiftly as possible. The mental health crisis is relentless, and so are we.
    • Our clients don’t give up and neither do we. Persistence is our superpower.

Please do not call our public clinical admissions line in regard to this or any other job posting.

Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services.

Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals.

At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people.

Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation.

The Company
HQ: Bozeman, MT
437 Employees
On-site Workplace
Year Founded: 2020

What We Do

Charlie Health provides personalized, treatment programs for teens, young adults, and families struggling with mental health and substance use disorders. Our team of forward-thinking, industry leaders leverage a tailored approach to evidence-based, comprehensive treatment plans. Through group, individual, and family therapy, we're providing clients with the support they need to achieve sustainable healing.

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