Client Operations Coordinator

Software that we use:

CRM : GHL

EMH: Theranest

Google Workspace

About the Role

We're hiring a Client Operations Coordinator to own everything after a client converts:
converted client → onboarded → scheduled → supported → compliant.

This role is the operational backbone of therapy services. Your job is to make sure clients are onboarded quickly, sessions happen reliably, and insurance/admin tasks don't cause chaos.

What You'll Do

• Handle post-sale onboarding and client coordination
• Answer and manage therapy-side client calls (intake-style + ongoing support)
• Manage therapy scheduling + rescheduling (recurring clients, clinical flow)
• Ensure clients receive intake packets and complete them on time
• Manage insurance workflows:
• verification
• eligibility checks
• prior authorizations
• tracking insurance status
• Work inside an EHR system (or equivalent) ...