Client Navigator

Description

About Odyssey House

Are you passionate about supporting youth and families in your community?
At Odyssey House, Utah’s leading 501(c)(3) nonprofit for mental health and substance use treatment, we believe in transforming lives through compassion, connection, and care.

 Compensation & Benefits

Starting Salary: $24 Hourly  

Full-Time Benefits Include:

• $9,000/year tuition eligibility
• Paid continuing education/training opportunities
• Monthly incentives and awards
• Casual dress and atmosphere
• Health insurance: medical, dental, vision, FSA, long & short-term disability
• Competitive 403b Match after 1 year 
• Accrue up to 34 paid days off annually 
• Wellness perk: convert ½ of unused sick time to vacation at year-end
• Sabbatical program after 5 years of service (we pay you to take a vacation!)
• On-demand pay – access earned wages early (conditions apply)
• Extra time off & gift packages for employees after 90 days
• 24/7 Employee Assistance Program (EAP) for mental health and more  

Client Navigator

Position Summary

The Client Navigator is the single, go-to guide for every prospective client, from the first call or web

form to the moment they walk through our doors. Navigators triage needs, verify funding, remove

barriers, and coordinate scheduling and transportation, and document each step in Zendesk,

Monday.com, and Best Notes.

This role ensures that every person receives one client, one guide, one outcome, regardless of program

type (Adult RTC, Youth RTC, Parents-with-Children, Mental Health, or Outpatient). Navigators work in

close partnership with Business Development Specialists, Schedulers, Drivers, and Supervisors to make

entry into care seamless and person-centered.

Key Responsibilities

1 — Client Engagement & Relationship Management

• Contact all new leads within 15 business hours via preferred
• communication channel.
• Use warm, validating language consistent with Odyssey’s trauma-
• informed scripts.
• Maintain engagement until the client is enrolled, declines, or is
• formally closed.

2 — Assessment & Eligibility Verification

• Conduct phone-based screenings, funding checks, and priority
• scoring.
• Gather and verify documents (Medicaid, VOB, ID, residency, custody,
• immunizations, etc.) using program-specific checklists.
• Document funding status and pursue coverage solutions per Funding
• Guardrails procedure.

3 — Scheduling & Coordination

• Schedule intakes, medical clearances, and transportation through
• Monday.com
• Launch Driver or Business Development Specialist tasks with clear
• notes and deadlines.
• Track real-time bed or slot availability and move clients forward the
• moment space opens.

4 — Documentation & Data Integrity

•  Log all client interactions in Zendesk and copy concise, objective

summaries into BESTNotes within 24 hours.

•  Maintain current statuses, next-contact dates, and outcome notes in

the Navigator Tracker board.

•  Audit personal caseloads weekly for accuracy and completion.

5 — Collaboration & Warm Handoffs

•  Introduce Drivers or Business Development Specialists in the same

message thread for continuity.

•  Confirm completion of delegated tasks within 24 hours.
•  Provide timely updates to referral partners and courts while

maintaining confidentiality.

6 — Field Support & Flexibility

•  When assigned by a Supervisor, support limited field tasks (e.g.,

document drop-offs, ID collection) with a Business Development

Specialist.

•  Provide coverage for Scheduler, Driver, or call-queue duties during

low-volume periods or absences.

Routine Calendar of Duties

Daily

•  Check Zendesk, voicemail, and text queues by 9 a.m. and 2 p.m.
•  Make first contact with all new leads and update Monday.com.
•  Complete Best Notes documentation bef