• Driving adoption, retention, and expansion for a product that solves real problems. • Proactively own the customer experience across their lifecycle — managing comprehensive account and success plans grounded in the customer's business objectives, serving as the primary conduit between the customer and Crayon to help them drive organizational impact with their Compete program. • As the customer's trusted advisor and product expert, you'll host trainings, onboarding, and working sessions to educate our customers and dig deep into new use cases of Crayon. • Contribute to the foundations of Customer Success at Crayon. As a member of our small but mighty team, you’ll be instrumental in helping define our motion.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Client Relations Specialist will play a vital role in the initial engagement and intake process for new clients. This position is responsible for managing incoming leads from various sources, understanding client needs, matching them with the ideal therapist, and ensuring a smooth transition to our support staff once the client begins their therapeutic journey. - Field inquiries from potential clients via phone, email, and online forms - Match clients with therapists that best suit their psychological needs and logistical preferences - Schedule appointments based on providers' availability and abilities - Manage lead nurturing processes to convert inquiries into active clients - Maintain high levels of client satisfaction and service excellence throughout the intake process - Collaborate with therapists and support staff to ensure seamless client transitions - Keep accurate records of client interactions and statuses in our CRM system - Provide a warm, friendly, and welcoming environment upon initial contact with each patient - Stay informed about the latest developments in mental health to enhance client interactions Qualifications - At least 2 years of experience in customer service, sales, or client-facing roles, preferably in the healthcare or mental health field - Proficient in CRM software and MS Office; tech-savvy with the ability to learn new tools quickly - Strong interpersonal and communication skills - Strong computer skills required - Empathetic and compassionate understanding of mental health challenges - Excellent organizational skills and the ability to handle multiple tasks simultaneously - Bachelor’s degree in Psychology, Social Work, or related field preferred - Experience verifying insurance benefits preferred Benefits - 401k Safe Harbor plan - Dental Insurance - Health Insurance - Unlimited vacation policy - Work-from-home - Yearly employee engagement trips to NYC - $24 - $29 an hour - Must reside in one of the following states: AZ, CT, FL, IL, IN, NJ, NY, NC, OH, OR, PA, TX, or WA

• Perform renewal efforts with our district and school partners across the country. • Collaborate with district and school leaders to plan effective implementations. • Deliver online webinar trainings and onsite professional development workshops. • Analyze usage data and metrics and work with district partners to maximize user engagement. • Build relationships through meetings with partners onsite, at Goalbook events, and education conferences. • 30% travel required, and can be heavier during the summer and fall seasons.

• Perform renewal efforts with our district and school partners across the country. • Collaborate with district and school leaders to plan effective implementations. • Deliver online webinar trainings and onsite professional development workshops. • Analyze usage data and metrics and work with district partners to maximize user engagement. • Build relationships through meetings with partners onsite, at Goalbook events, and education conferences. • 30% travel required, and can be heavier during the summer and fall seasons.