Rockefeller Philanthropy Advisors is hiring a Client Referral Specialist to support individuals with communication impairments. In this remote role, you will coordinate speech therapy evaluations by building lasting relationships with speech-language pathologists (SLPs) and managing the scheduling and preparation for AAC evaluations.
What You'll Do
- Identify and establish relationships with qualified SLPs to support client evaluations.
- Explain the At-Home Trial process to providers and organize training sessions for incoming referrals.
- Schedule evaluations and confirm SLP availability for each client.
- Facilitate communication between Clinical Technology Consultants and SLPs.
- Manage clinical training materials, referrals, and evaluation equipment logistics.
- Ensure all documentation and client forms are complete and compliant.
- Track performance metrics and report on individual and team progress weekly.
- Maintain CRM documentation and collaborate with cross-functional teams for process improvement.
- Participate in team meetings and contribute to best practice development.
What We're Looking For
- 1–3 years of experience in patient navigation, advocacy, or a coordination role in healthcare.
- Strong communication, interpersonal, and organizational skills.
- Proficient in phone, written, and verbal communication.
- Comfortable using HubSpot, Microsoft Excel/Word, and Slack.
- Ability to work independently in a remote environment with secure internet access.
- Occasional travel within the U.S. (approximately twice per year).
Nice to Have
- Associate’s degree.
- Familiarity with AAC devices, SLP practices, and insurance policies.
Technical Stack
- HubSpot
- Microsoft Excel
- Microsoft Word
- Slack
Team & Environment
You'll collaborate with cross-functional teams to drive process improvement.
Benefits & Compensation
- Compensation: $50,000–$53,000 annually, based on experience and internal equity.
- Paid Time Off (vacation, personal, sick days) and Company Holidays.
- Medical, Dental, Vision insurance with FSA, HSA & Dependent Care options.
- 401(k) with company contributions.
- Paid Family Leave and Employer-Paid Life Insurance.
- Voluntary coverage: Disability, Critical Illness, Hospital Indemnity, AD&D.
- Annual bonus and merit increases.
- Wellness, home office, and professional development stipends.
- Year-Round Flex Fridays.
- Discounts on entertainment, insurance, travel, and more.
Work Mode
This is a fully remote position open to candidates in New Jersey, USA.
Rockefeller Philanthropy Advisors practices inclusive and equitable compensation.
