Related skills
crm documentation salesforce compliance microsoft office📋 Description
- Conduct in-depth consultations to assess needs, urgency, and readiness to start.
- Guide families from inquiry to service start with clarity and confidence.
- Coordinate introductions between clients and Care Pros; ensure smooth onboarding.
- Maintain documentation and compliance; support scheduling and operations.
- Drive retention through reassessments and timely care adjustments.
- Advocate for the client, guiding families through decisions with credibility.
🎯 Requirements
- Proven experience in consultative client-facing roles (healthcare preferred)
- Strong communication and relationship-building skills.
- Proficiency in Microsoft Office and Salesforce or similar CRM.
- Ability to travel locally and work flexible hours; valid driver's license.
- Direct experience supporting older adults and families.
- Education in Healthcare Admin, Social Work, Gerontology, or related field (preferred).
🎁 Benefits
- Equity and 401K with up to 4% match.
- Medical, dental, and vision coverage.
- Short/Long-term disability and life insurance fully paid.
- Generous time off, mental health benefits, wellness programs, and discounts.
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