Client Service and Admin Executives (CSAEs)

Industry:

Sector:

Primary title (standardized):

About The Opportunity

• Serve as the primary front-desk and client liaison: greet families, manage inquiries, and coordinate new client intakes with sensitivity and confidentiality.
• Manage appointment scheduling, therapist calendars, and follow-ups to optimise clinic throughput and minimise wait times.
• Maintain accurate client records and clinical documentation in EMR/EHR systems; ensure secure storage and compliance with data-protection protocols.
• Process billing, payments, refunds, and insurance-related documentation; reconcile daily transactions and support monthly invoicing.
• Coordinate communications between therapists, parents, and external stakeholders; prepare and distribute session summaries, invoices, and reminders.
• Own day-to-day administrative tasks: inventory control for therapy supplies, basic MIS reporting, and ad-hoc operational support to clinical teams.
  

Skills & Qualifications

• Proven experience in client-facing administrative or front-office roles within healthcare, education, or clinical settings.
• Proficiency with CRM systems and appointment-scheduling tools to manage client flow and records.
• Experience using EMR/EHR or clinic management systems for maintaining confidential client documentation.
• Working knowledge of billing, invoicing, payment processing, and basic financial reconciliation.
• Strong proficiency in Microsoft Excel and Google Workspace for reporting, scheduling, and communications.
• Understanding of confidentiality and child-protection protocols and ability to handle sensitive information with discretion.
  

Preferred

• Previous experience in a child development centre, pediatric therapy clinic, or early-intervention setting.
• Familiarity with Zoho CRM or specialised clinic management software.
• Multilingual communication ability (e.g., Hindi or regional languages) to support diverse family needs.
  

• Meaningful, mission-driven work supporting children and families—high visibility and direct client impact.
• Collaborative multidisciplinary team with on-site professional development and training opportunities.
• Structured schedule and clear operational processes for stable on-site working environment.