Family Success Lead

Job Summary

Passionate about client success, the full-time Family Success Lead will serve as the primary point of contact for prospective families, guiding them through the enrollment process, managing client relationships, and ensuring satisfaction with services in a remote setting.

Key responsibilities:

• Drive conversion from initial inquiry through enrollment by serving as the main contact for prospective families
• Manage a high volume of prospective and new clients, tracking progress in Zoho to facilitate enrollment
• Proactively connect with clients to drive enrollment and expand services through thoughtful upselling and relationship-building

Required qualifications:

• 3-5 years of experience in a high-volume, client-facing role such as sales, intake, or account management
• Minimum 1 year of ABA intake experience required
• Demonstrated ability to convert leads into active clients through a multi-step enrollment process
• Experience working within a CRM system (Zoho, Salesforce, or similar) for tracking and managing client interactions
• Strong communication skills with the ability to build trust and guide families through complex decisions