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Client Services Representative

Catalight

Remotefull-time48k–58kPosted 9 days ago

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About this role

This a Full Remote job, the offer is available from: United States The Client Services Representative serves as the first point of contact for our customers (“clients”). In this role, you will handle the full intake process. This includes answering inbound calls, making outbound calls to new and existing families, and replying to emails. You will give families information about our services, authorizations, and the billing process. You will also handle customer requests, sort incoming tasks, and schedule appointments. Your goal is to meet team deadlines and provide excellent customer service while ensuring that service level agreements are met, proper documentation is completed, and any required follow up is completed. While the Catalight Care Services headquarters are in Walnut Creek, California, this position is 100% remote and expected to work during business hours, approximately 8:00 a.m. to 5:00 p.m., Monday – Friday, aligned with the Pacific time zone. Essential Job Functions • Responsible for the end-to-end intake process from diagnostic appointment or intake appointment through placement readiness, ensuring all service level agreements, documentation, and follow-ups are completed accurately and on time • Schedule multiple appointment types, including Diagnostic Intakes, Diagnostic Evaluations, BHT Intakes, Assessments, and Interventions. • Process new referrals, contact families within required timeframes and schedule appointments while adhering to funder guidelines and state regulations, following HIPAA protocols, and verifying PHI and authorizations for services. • Receive inbound phone calls from current and potential clients, taking appropriate action to resolve each call or routing call to the appropriate person/team. • Place outbound calls to schedule and follow up on appointments, obtain required documentation, and address other client needs. • Ensure that all contact with clients is documented in the EHR system accurately and following outlined compa

Read the full description and requirements on the original posting.

Tailor your resume for this Client Services Representative role

Catalight and most employers screen applications with ATS software before a recruiter reads them, and they rank resumes that echo the language of the posting. To stand out for this role, mirror the exact skills, tools, and job title it uses. For customer service roles like this one, recruiters commonly scan for:

  • Zendesk
  • CRM
  • Conflict Resolution
  • CSAT/NPS
  • Onboarding
  • Ticketing
  • Live Chat
  • Retention

Tailr does this for you: paste this listing and it builds an ATS-friendly resume matched to it, with a live score that climbs as your resume aligns with what this role needs.

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Frequently asked questions

Is the Client Services Representative role at Catalight remote?

Yes — the employer has flagged this role as remote. Confirm any location or time-zone requirements on the original posting before applying.

What does the Client Services Representative role at Catalight pay?

The listed pay is 48k–58k. Salaries vary with experience and location — treat this as a guide and confirm on the original posting.

How do I apply for this Client Services Representative job?

Applications happen on the employer's own site — use the "Apply on company site" link on this page. Before you apply, tailor your resume to the listing so it clears the ATS.

How do I tailor my resume for this Client Services Representative role?

Open Tailr's builder and it creates an ATS-friendly resume matched to this listing — pulling in the role's keywords and the skills customer service recruiters scan for — with a live match score as you edit. It's free to start and needs no sign-up.

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Listing sourced via Jobgether. Tailr indexes public job postings so you can tailor your resume to them — applications happen on the employer's site.