If you’re the kind of person who can juggle calendars, insurance conversations, and anxious families without dropping the ball, this role is your lane. You’ll help clients get fully enrolled, keep attendance on track, and remove barriers before they turn into missed sessions.
About Charlie Health
Charlie Health delivers personalized, virtual behavioral health treatment for people navigating mental health conditions, substance use disorders, and eating disorders. Their mission is to connect the world to life-saving care through real connection between clients, clinicians, loved ones, and support communities.
Schedule
- Remote (United States)
- Full-time (exempt)
- Shift-based options (as listed in the application):
- Mon–Fri 10am–7pm MT or Tue–Sat 9am–6pm MT
- Training: 2 weeks, Mon–Fri 8am–5pm MT
- Not available to candidates in: Alaska, California, Colorado, Connecticut, Maine, Massachusetts, Minnesota, New Jersey, New York, Oregon, Washington State, Washington DC
What You’ll Do
- Call, email, and text newly admitted clients to ensure they fully enroll in their treatment plan
- Confirm clients understand insurance benefits and complete financial enrollment steps
- Coordinate with internal teams (Admissions, Billing, Utilization Review, Outreach, Clinical) to resolve issues fast
- Manage scheduling, rescheduling, and ongoing client calendars
- Identify attendance gaps early and proactively troubleshoot barriers to participation
- Support clinical team requests that improve the patient and family experience
- Share aftercare resources and help families schedule post-program appointments
- Complete documentation accurately and on time (CRM + internal tools)
- Adapt to changing workflows and team needs as the organization grows
- Hit performance targets tied to scheduling, enrollment completion, outreach volume, resolution speed, aftercare scheduling, and satisfaction
What You Need
- High school diploma or equivalent
- 2+ years in customer support, patient success, or a similar client-facing role
- Strong written and verbal communication skills (phone, email, text)
- 1–2 years of Salesforce experience (or equivalent CRM)
- 1–2 years using contact center tools/technology
- Comfort handling customer financial conversations (health insurance and medical billing knowledge is a big plus)
- Strong multitasking ability in a fast-paced environment
- High emotional intelligence and calm problem-solving
- Working knowledge of HIPAA policies and confidentiality expectations
- Proficiency with Slack, Google Workspace, Microsoft Office, Zoom, and EMR tools
- Work authorization in the U.S.; native or bilingual English proficiency
- Spanish bilingual is a nice-to-have (not required)
Benefits
- Comprehensive benefits for full-time, exempt employees (per Charlie Health benefits program)
If you’re applying, don’t downplay the money part. A lot of people can schedule. Fewer people can schedule and walk someone through insurance/financial steps without making them feel dumb or pressured.
Happy Hunting,
~Two Chicks…