Therapist-Patient Matching Coordinator (Work From Home)

Persona is the company top startups use to hire people from all around the world. Our vision is a future where each person can find the best role for them and companies can discover the world's best talent. Founded by two Stanford University graduates, Persona works with the world's fastest-growing technology startups. Our clients are funded by some of the world's top investors, like Founders Fund, Sequoia Capital, and Andreessen Horowitz.

Persona is a talent agency that recruits, trains, and staffs talented remote professionals such as yourself. This is an opportunity to work closely with the future Googles, Facebooks, and Amazons of the worldbuilding out their organizations and helping them reach the next level of success.

We support everyone we hire with training, mentoring, and technology resources so they are enabled to do their best and are as happy as possible in their roles. We have a large international team dedicated to supporting and taking care of new Persona team members, and our goal is to provide excellent long-term career opportunities for everyone who joins the team.

Who's building Persona

We are a global team of passionate problem solvers who love to build new things and make our customers happy. Our team is made up of motivated, hard-working people spanning the globe, united by a culture of learning and continuous improvement.

What we're looking for:

We're looking for a Therapist-Patient Matching Coordinator to lead and manage the end-to-end process of connecting prospective clients with the right therapist at both Insight Therapy and Clarity Therapy. This role is ideal for someone who is part relationship-builder, part systems thinkerwith the ability to manage a high-touch process today while also helping us design and implement a more scalable solution for tomorrow.

You'll be the point person for incoming therapy requests submitted through our websites, using intake data to thoughtfully match each client to the best-fit therapist based on specialty, availability, and client needs. In addition to overseeing this matching process, you'll also play a key role in exploring tools and automations to streamline and enhance the patient experience over time.

This role sits on the Marketing Team and will collaborate closely with leadership, operations, and clinical staff to ensure prospective clients are supported quickly, thoughtfully, and efficiently.

Responsibilitieswhat you'll do:

• Own and manage the therapist-patient matching process from initial inquiry to successful therapist assignment
• Monitor incoming client requests submitted via website forms and ensure timely follow-up and communication
• Serve as the primary liaison between prospective clients and the practice during the pre-consultation stage
• Maintain detailed records of patient inquiries, preferences, therapist availability, and final assignments
• Ensure prospective clients receive warm, prompt, and professional communicationminimizing delays and drop-off
• Collaborate with leadership to evaluate tools (e.g., conditional logic quizzes, CRM integrations) that could improve and automate the matching process
• Assist in building or configuring intake/matching tools and templates to make workflows more scalable
• Contribute to the development of automated email follow-ups, scheduling flows, and other touchpoints in collaboration with the Marketing and Operations teams
• Analyze inquiry trends and therapist availability data to identify opportunities to improve conversion and reduce friction
• Coordinate with therapists and admin staff to ensure availability calendars and profiles are accurate and up to date

Qualifications:

• 2+ years of experience in client services, patient coordination, intake management, or similar operations/admin role
• Strong communication skills, especially via email and written platforms
• Comfort using (or learning) CRM platforms, intake forms, and basic automation tools
• Highly organized with excellent attention to detail and follow-through
• Tech-savvy and curious about tools that improve workflows (conditional logic forms, scheduling integrations, automated messaging, etc.)
• Ability to manage sensitive information with discretion and care
• Experience in a mental health, healthcare, or wellness setting is a plus
• Familiarity with scheduling platforms, simple no-code tools, or marketing workflows is a plus
• Fully fluent in English
• Ability to commit long-term and full-time
• This position is for serious, career-oriented candidates

What we offer:

• Best salaries in the industry
• Permanent ability to work from anywhere in the world
• Opportunities for growth and advancement
• A fast-paced and collaborative environment
• Warm and friendly company culture
• Full benefits

Benefits at Persona:

• Health insurance
• Unlimited paid time off (paid sick and vacation leaves)
• Annual bonuses based on performance
• Monthly tech allowance
• Opportunity to be paid in your currency of choice
• Others depending on seniority

This is a full-time and long-term role, dedicated exclusively to serving one of our clients. We are looking for individuals who are ready to fully commit their time and energy to one company and grow and develop along with that company. All roles at Persona are 100% work-from-anywhere (work from home or wherever it suits you best). If this is your first time working for a U.S. company, that's okay; we provide guidance and assistance getting set up as a remote professional. Once hired, we will carefully match you to a client company of ours that perfectly suits your career background, skills, and goals.

In case you or any exceptional people you know are exploring other roles, our rapidly growing company is also looking for new team members with backgrounds in administration, bookkeeping, accounting, finance, project management, operations, recruiting, human resources, content writing, social media management, research, executive assistance, customer service, customer support, technical support, data management, video editing, sales, account management, marketing, and design.

Visit our website for more information: https://www.personatalent.com/