Intake Specialist

We're looking for an Intake Specialist to serve as the front door to the Conduit experience — the first point of contact for patients, caregivers, providers, and case managers. This role sits at the center of the patient journey. You'll guide patients from first contact all the way through to receiving the equipment and supplies they need — whether that path runs through an ordering process, a telehealth visit, or both. That means owning intake, verifying insurance, coordinating with clinical and operations teams, and removing barriers before they cause delays. This is a highly operational, patient-facing role that requires urgency, organization, empathy, and strong communication skills.

Responsibilities

Manage inbound inquiries from patients, caregivers, providers, and case managers; collect and verify demographics, insurance, prescriptions, referrals, and supporting documentation; guide patients through onboarding steps; verify insurance eligibility and benefits for incoming patients; flag coverage issues early and communicate them clearly to patients and internal teams; help patients schedule, confirm, and prepare for their first telehealth appointment or order; manage reminders, rescheduling, and follow-up communication; coordinate with clinical, operations, and support teams to ensure smooth handoffs and appointment readiness; proactively guide patients from initial interest through to receiving the equipment or care they need, identifying and resolving barriers along the way; maintain accurate records of patient interactions, intake activity, and scheduling updates in real time; flag recurring issues and workflow inefficiencies to help improve the process as the company scales; jump in where needed during high-volume periods

Requirements

1+ years in a patient-facing, operations, or high-volume customer-facing role; Strong written and verbal communication skills; Comfort handling a high volume of inbound and outbound phone calls daily; Ability to multitask across multiple systems while maintaining strong attention to detail; Reliable internet connection and ability to work from a distraction-free environment when remote

Nice to have

Healthcare experience; Experience supporting scheduling, intake coordination, onboarding, or patient navigation workflows; Experience with CRM, intake, scheduling, or support systems such as Zendesk, Intercom, Salesforce, or similar platforms; Familiarity with EMR/EHR systems

Benefits

Competitive salary + performance-based incentives; Flexible hybrid work environment; Unlimited PTO + company holidays; Full medical, dental, and vision coverage; Direct mentorship and growth opportunities; Opportunity to help shape and scale operations at a fast-growing healthcare startup