Relationship Manager at Fortahealth

At Forta, we are dedicated to clearing the path to quality healthcare by delivering the best possible outcomes with the utmost convenience. With one in 36 children currently diagnosed on the autism spectrum, we recognize that access to Applied Behavior Analysis services is often difficult for families to navigate. We are changing that by combining expert clinical care with innovative software and predictive algorithms. Our technology empowers clinicians to work smarter while providing personalized, data-driven support to families. We are looking for passionate individuals to join our mission as we continue to improve the patient journey through smart technology and a world-class team.

The opportunity

As a Relationship Manager, you will serve as the vital first point of contact for families beginning their journey with Forta. Your primary purpose is to provide a seamless, supportive onboarding experience that helps families transition into our Parent Training Program. By acting as a bridge between initial inquiry and clinical care, you will ensure that parents feel confident, informed, and ready to succeed. This role is perfect for someone who thrives in a fast-paced environment and is committed to helping us achieve high program completion rates while delivering exceptional service.

A day in the life

• You will manage a high volume of intake calls and video consultations to qualify leads, answer questions about our programs, and guide parents through the enrollment process.
• You will maintain rigorous data integrity by processing medical documentation, verifying insurance information, and ensuring all records are accurately updated within our Salesforce CRM.
• You will build meaningful, empathetic relationships with families, handling objections with sensitivity and ensuring that every parent feels heard and supported as they prepare to work with our clinical team.

Who you are

You are a motivated professional with a strong sense of ownership and a track record of exceeding goals in a direct sales or customer service environment. You possess the following skills and experience:

• At least two years of experience using Salesforce CRM as your primary tool for pipeline management.
• A minimum of two years of experience in a customer-facing role, ideally within the healthcare sector.
• A Bachelor's degree and proficiency with Google Suite and Microsoft Office.
• Exceptional verbal and written communication skills in English, with the ability to explain complex information clearly.
• A deep understanding of HIPAA compliance and the ability to handle sensitive medical data with absolute discretion.
• The ability to work either Tuesday through Saturday from 9 AM to 5 PM PST or Monday through Friday from 12 PM to 8 PM EST.

Why you'll love it here

We believe in supporting our team members so they can do their best work. When you join Forta, you will enjoy a culture that values your well-being and professional growth. Our benefits include:

• Remote work flexibility, including a one-time stipend to help you set up or upgrade your home office.
• Comprehensive medical, dental, and vision insurance plans.
• Unlimited vacation time, allowing you to take the personal, sick, or mental health days you need to recharge.