Client Onboarding & Administration Officer

Healthproof · Australia

Join Healthproof to help transform healthcare access in Sydney by managing client onboarding and ensuring seamless service transitions. You’ll be the first point of contact for clients, families, and referrers, ensuring accurate documentation and smooth handovers to clinical teams. This role is ideal for someone who thrives on organisation, communication, and making a real difference in people’s lives.

About the Role

This is a part-time role, 22.8 hours per week. You’ll play a key part in our client journey, managing the onboarding and intake process for new referrals and ensuring clients transition smoothly into our services. You will be the first point of contact for many clients, families, and referrers, ensuring information is collected accurately and services are set up efficiently. Working closely with our clinical team leads, support coordinators, and referrers, you will ensure every client is matched with the right clinician and that all documentation and compliance requirements are completed prior to service commencement. This role is ideal for someone who enjoys organisation, communication, and helping people navigate healthcare systems.

What You Will Do

Manage the onboarding pipeline in Zoho CRM, tracking referrals through to service commencement

Prepare, send, and follow up on service agreements

Liaise with clients, families, support coordinators, and therapists to gather required documentation

Conduct pre-home safety screenings via phone for clients without email access

Ensure a smooth handover to the clinical team once onboarding is complete

Prepare renewal service agreements in line with new NDIS plan dates or funding changes

Block-book ongoing appointments to ensure service continuity

Maintain accurate records in Zoho CRM and Cliniko

Follow up on outstanding documents and agreements

Manage the shared admin inbox and respond to general enquiries

Track and manage incoming leads within Zoho CRM

Ensure all enquiries are followed up promptly

Provide support to the wider admin team during busy periods

Assist with appointment coordination, documentation, and follow-ups

Maintain clear communication with clients and stakeholders

What We Are Looking For

Organised, proactive, and compassionate with strong communication skills

Previous experience in administration, ideally within healthcare or allied health

Experience using CRMs or practice management systems (Zoho, Cliniko, Xero or similar)

Excellent organisation and time management skills

Strong attention to detail

The ability to manage multiple tasks in a fast-paced environment

Fluent in English and willing to complete a literacy test

Experience with NDIS (desirable)

Work from home. Weekly 1:1 mentoring. Monthly professional development sessions. Clear career progression pathways. Fun team socials. $100 Patient Referral Bonus. 2 Extra Days of study leave + $1000 CPD allowance. Weekly pay + access your earnings as you go. Access to 1000+ discounts & cashback offers.

If you’re passionate about helping people and thrive in a supportive, growth-oriented environment, we’d love to hear from you.

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