Client Intake Advocate
Behavioral Innovations
Client Intake Advocate
Help Families Find the Right Path. Make Every Conversation Count.
Every conversation matters.
For many families, reaching out to Behavioral Innovations is the first step in one of the most important decisions they'll ever make for their child. They're looking for answers, reassurance, and someone they can trust.
We're looking for someone who naturally connects with people, builds confidence, and helps families understand why Behavioral Innovations is different. Someone who is warm, persuasive, professional, and genuinely enjoys helping others while confidently guiding them to the next step.
If you're the type of person who doesn't wait to be told what to do, follows through without reminders, notices the details others miss, and enjoys helping people make important decisions, we'd love to meet you.
What You'll Do :
You'll be the first impression of Behavioral Innovations and a trusted resource for families considering ABA therapy.
Every day you'll:
- Build trust and meaningful relationships with prospective families through phone, email, text, and chat.
- Confidently explain our services, our process, and what makes Behavioral Innovations different.
- Professionally guide families through the intake process while helping them feel comfortable choosing Behavioral Innovations for their child's care.
- Ask thoughtful questions, uncover family needs, and proactively move each family toward enrollment.
- Follow up consistentlybecause you know opportunities shouldn't be left waiting.
- Coordinate with clinical, operations, scheduling, and authorization teams to keep every intake moving forward.
- Ensure documentation is complete, accurate, and entered correctly into Salesforce and other systems.
- Keep multiple families moving simultaneously without sacrificing accuracy or exceptional service.
- Take ownership of your pipeline and make sure nothing falls through the cracks.
Who Thrives Here :
This role is perfect for someone who:
- Enjoys talking with people and quickly builds trust.
- Is naturally persuasive without being pushy.
- Loves helping families make informed decisions.
- Works independently and doesn't need constant direction.
- Takes initiative instead of waiting for someone else to solve a problem.
- Has a strong sense of urgency and follows through until the job is done.
- Is highly organized and enjoys managing multiple moving pieces.
- Pays close attention to detail because accuracy matters.
- Can balance empathy with confidence while guiding conversations toward the next step.
- Represents the organization with professionalism and integrity.
Qualifications :
Required
- Bachelor's degree or equivalent professional experience.
- Experience in customer service, admissions, healthcare, client services, patient intake, or similar roles.
- Excellent verbal and written communication skills.
- Strong organizational and time management skills.
- Experience using Salesforce, CRM, EMR/EHR, or similar systems.
- Ability to prioritize multiple responsibilities while maintaining exceptional accuracy.
Preferred
- Healthcare, behavioral health, therapy services, or medical office experience.
- Experience coordinating insurance information, documentation, or client onboarding.
- Bilingual skills are a plus.
Why Behavioral Innovations ?
For more than 25 years, Behavioral Innovations has been transforming the lives of children with autism and their families through compassionate, evidence-based ABA therapy.
When families call us, they're often anxious, overwhelmed, and looking for hope. You'll be one of the first people they meetand one of the biggest reasons they feel confident choosing us.
You'll join a team that values:
- Integrity
- Compassion
- Accountability
- Excellence
- Collaboration
- Making a meaningful difference every day
What We Offer :
- Competitive hourly compensation
- Hybrid work schedule after successful completion of training
- Medical, Dental, Vision & Supplemental Benefits
- Employee Assistance Program
- Paid Time Off and Holidays
- Wellness resources
- Career growth opportunities
- An award-winning organization committed to clinical excellence
If this sounds like you
If you're energized by helping people, enjoy influencing decisions through trust and education, work with urgency, and take pride in delivering an exceptional customer experience, we encourage you to apply.
Join Behavioral Innovations and help families take the first step toward a brighter future.
Behavioral Innovations- Overview We're Hiring: Client Intake Advocate (Bilingual) Location: Corporate Office currently in Addison, TX (Near Beltline & Tollway) - We’re relocating July 2026 to Park/Tollway (West Plano area) Role Type: Hybrid - During the initial 90‑day training period the position...SuggestedHourly payFull timeWork at officeRelocation
- Behavioral Innovations (BI) is hiring a Client Intake Advocate in Addison, TX. This role supports families beginning their ABA therapy journey by guiding them through the intake process with empathy and professionalism. The position offers a hybrid work model after initial...Suggested
- ...for their software products in the public sector. This role requires a passionate individual to meet sales quotas and develop strong client relationships. The ideal candidate will possess excellent communication skills and a proficiency in sales techniques. If you are...Suggested
$46.5k - $52k
The Client Experience Advocate is an entry-level client support role, serving as the first point of contact for client questions, issues, and service needs. As part of a regional team, Advocates deliver responsive, high-quality support while building foundational knowledge...SuggestedLocal areaImmediate start- ...experienced claims consultant in Richardson, Texas. The role involves consulting on claims strategies, managing communications, advocating for clients, and ensuring timely reporting of claims. Candidates should have a minimum of 3 years of relevant claims experience and...SuggestedWork at officeFlexible hours
$46.5k - $52k
A leading software solutions company is seeking an entry-level Client Experience Advocate in Texas. This role serves as the first point of contact for clients' questions and issues, focusing on delivering high-quality support. Responsibilities include managing client inquiries...- ...litigation, and hold an active law license. Responsibilities include drafting legal documents, conducting research, and developing strong client relationships. This position offers a competitive salary and comprehensive benefits, promoting professional growth and community...
- Brown & Brown, Inc. is looking for a Senior Benefits Specialist in Plano, TX, to support consultants and client teams in managing client work and benefit plans. The candidate will prepare materials, manage timelines, and ensure operational execution with a strong focus...
- Overview Lead Intake Advocate * Internal Applicants Only * FLSA Classification: Non‑exempt Reports to: Intake Supervisor Supervises: N/A Purpose: The Lead Intake Advocate serves as a peer leader, trainer, and subject matter expert within the Intake team. This role...Work at officeRemote work
- ...settlement cases and ensuring efficient resolutions. Responsibilities include investigating cases, documenting details, and assisting clients through the settlement process. Candidates are required to have a high school diploma, with prior experience preferred. Strong...
- ...Gallagher Claims Consultant At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected... ..., insurers and brokers to move the claims process forward Advocate for clients to maximize results Negotiate with insurers to...Live outWork at officeLocal areaFlexible hours
$23 - $42 per hour
...career, and the financial world. The role As a Home Loan Member Advocate III working in a mortgage environment, you will perform... ...management to create, optimize, and evolve retention strategies to keep clients in the future Work closely with secondary markets to ensure...Full timeRemote work$17 - $23 per hour
...Member Advocate VytlOne (formerly MaxorPlus) is currently seeking highly motivated and empathetic Member Advocates to join our dynamic... ...member-related contact and by ensuring that all member and client requirements are completely met. As a Member Advocate, you are...Remote jobHourly payTemporary workWork at officeFlexible hoursNight shiftRotating shift$95k - $110k
...Senior Claim Consultant based in Richardson, Texas. The consultant will provide claim advocacy and oversight services for high-tier clients in property, casualty, and worker’s compensation losses. This role involves managing and resolving complex claims, mentoring junior...$15 - $16 per hour
...Description Job Description Shelter Crisis Advocate Plano Location FLSA Status: Non-... ...assigned shift. Maintains accurate client files and records through computer... ...the end of the shift. Conducts client intakes and exits as needed on shift. Arrange...Hourly payShift workWeekend work- A regional bank in Texas is seeking a Personal Lines Insurance Account Manager to deliver proactive customer service and manage accounts. The role involves reviewing customer coverages, presenting renewal proposals, and ensuring timely collections. Ideal candidates will...
- Senior Workers' Comp Claims Advocate American Global has an exciting and growing opportunity to join our team as a Senior Workers' Comp Claims Advocate. This is a highly visible role working with clients, insurance carriers, and our internal team. We are looking to add...Work experience placementSummer workLocal areaFlexible hours
- ...Branch Ambassador in Plano, Texas. In this role, you will provide outstanding hospitality, execute precise transactions, and educate clients on digital banking tools. The position offers a chance to be the face of an innovative service in a community-focused environment....Full time
- Thrive Pet Healthcare in Wylie, TX, is seeking a Veterinary Client Service Representative. The role involves providing exceptional customer service to clients, managing appointment schedules, and maintaining accurate medical records. Ideal candidates are enthusiastic self...Full time
- ...prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has...Full time
- ...hours volunteering in our communities. As a Medicaid Eligibility Advocate with Medical City McKinney you can be a part of an organization... ...targeted solutions, such as Medicaid Eligibility, for external clients across the country. Parallon has over 17,000 colleagues, and...Temporary workWork at officeMonday to FridayFlexible hours
- JPMorganChase is seeking a motivated Senior Home Lending Advisor in Plano, Texas. This role involves guiding clients through the home loan process, maintaining compliance with regulatory standards, and promoting Chase financial products. Ideal candidates will have a Bachelor...
- JPMorgan Chase is looking for a Senior Home Lending Advisor in Frisco, Texas. This role involves guiding clients through the home lending process while adhering to regulatory requirements. The advisor will work closely with the branch team to enhance customer experiences...Local area
- ...in Plano, Texas. You will be the primary point of contact for customers throughout the loan process, using your expertise to guide clients towards homeownership. This role requires a solid understanding of home lending products and effective communication skills. You will...
- ...mortgage lending experience, strong communication skills, and a Bachelor’s degree or equivalent. Join our dynamic team to help guide clients towards successful homeownership, while ensuring compliance with all regulations necessary for this role. Essential skills include...Local area
- JPMorganChase is seeking a Senior Home Lending Advisor in Plano, Texas. This role focuses on guiding clients through the home lending process while partnering with branches to enhance mortgage loan originations. The right candidate will have over 3 years in mortgage lending...
$115k - $155k
...practice. This is an excellent opportunity for an attorney who enjoys client interaction, can manage matters independently, and is looking... ...before immigration courts Manage immigration cases from intake through resolution Prepare petitions, motions, briefs, and supporting...Work at officeImmediate start$165k - $210k
...like here? Handle all phases of defense in workers’ compensation matters — from intake and investigation, through discovery, depositions, trials, settlement negotiations. Represent clients in cases involving Labor Code § 132a, serious & willful misconduct allegations,...Local areaRemote work$17.75 - $27.83 per hour
...Join to apply for the Customer Advocate I role at Health Care Service Corporation . Get AI-powered advice on this job and more exclusive features. At HCSC, our employees are the cornerstone of our business and the foundation to our success. We empower employees with curated...Work at office- ...to work. Our reputation reflects our commitment to outstanding client service, meaningful philanthropic efforts, employee well-being,... ...stewardship, and a promising future. Position Summary The Claims Advocate serves as a trusted resource to clients by providing claims...Work experience placementWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Intake Advocate. Be the first to apply!
- customer experience advocate Plano, TX
- customer success advocate Plano, TX
- provider relations advocate Plano, TX
- domestic violence advocate Plano, TX
- client advocate Plano, TX
- health advocate Plano, TX
- customer service advocate Plano, TX
- housing advocate Plano, TX
- customer care advocate Plano, TX
- advocate Plano, TX


