Surrogate and Intended Parent Intake Coordinator

Job Description

Job Description

About Us

Pinnacle Fertility is the nation’s fastest-growing physician-centric fertility care platform, supporting more than 25 high-performing fertility clinics and comprehensive fertility service providers nationwide. United under a shared mission of fulfilling dreams by building families, Pinnacle clinics deliver innovative technology, compassionate patient care, and comprehensive fertility treatment services, ensuring families receive a high-touch experience on their path to parenthood. Learn more at

About This Role

The Surrogate and Intended Parent (IP) Intake Coordinator serves as the first point of contact for potential surrogates and intended parents interested in working with the agency. This role is responsible for guiding applicants through the initial stages of the surrogacy journey, to include screening, collecting documentation, providing education, and preparing qualified candidates for program entry. The Intake Coordinator ensures that all parties receive exceptional care, accurate information, and a warm, supportive introduction to the agency’s process.

We are seeking Surrogate and Intended Parent (IP) Intake Coordinator a to join our dedicated team at Pinnacle Fertility. This role is a remote, full-time position

Key Responsibilities

• Respond promptly to inquiries from potential surrogates via phone, email, and online submissions.
• Conduct initial interviews to assess eligibility, motivation, and readiness for surrogacy.
• Review medical history, pregnancy records, lifestyle factors, and background information.
• Guide candidates through application forms and required documentation.
• Coordinate psychological, medical, and background screening appointments.
• Maintain accurate, confidential records in the agency database or CRM system.
• Provide educational materials and support throughout the intake process.
• Manage inquiries and consultations with potential intended parents.
• Conduct introductory calls to explain agency services, program options, timelines, and costs.
• Collect initial applications, contracts, and relevant documentation.
• Prepare intended parents for the matching process by gathering profiles and preferences.
• Maintain consistent communication to ensure proper support throughout the intake process.
• Serve as the liaison between applicants, case managers, and other departments.
• Coordinate scheduling for consultations, screening appointments, and follow-ups.
• Track each applicant’s progress to ensure a smooth, efficient intake experience.
• Ensure all data and client files are accurate and compliant with HIPAA and agency policies.
• Assist in developing and improving intake procedures and materials.
• Contribute to database organization and reporting for management.
• Support agency events, surrogate information sessions, and outreach efforts as needed.

Position Requirements

• 2+ years of experience in case coordination, fertility/surrogacy, adoption, or related client services preferred.
• Excellent communication, empathy, and organizational skills.
• Proficiency in CRM software, Microsoft 365, and digital communication tools.
• Ability to manage sensitive information confidentially and professionally.
• Knowledge of third-party reproduction and surrogacy processes (preferred, but training provided).

Skills & Abilities

• Compassionate, patient, and client centered.
• Detail-oriented with strong follow-through.
• Comfortable discussing sensitive and emotional topics.
• Able to work both independently and collaboratively in a fast-paced environment

Compensation & Benefits

• Annual Salary: Final offer based on experience, skills, and qualifications.
• Benefits: Comprehensive healthcare, dental, life, and vision insurance. Additional benefits include generous paid time off (PTO), paid holidays, and a retirement savings program. Further details regarding salary and benefits will be provided during the interview process.

Diversity & Inclusivity at Pinnacle Fertility

At Pinnacle Fertility, we celebrate diversity and are committed to creating an inclusive environment for all team members. We are proud to be an equal-opportunity employer and encourage applicants from all backgrounds, abilities, and life experiences to apply.