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crm salesforce sales microsoft office care coordination๐ Description
- Conduct consultative care discussions to identify client needs.
- Guide families from inquiry to service start with smooth onboarding.
- Coordinate care setup with scheduling and operations.
- Maintain accurate documentation and compliance standards.
- Spend ~75% of time in the field for in-person visits.
- Build trust with families to drive engagement and retention.
๐ฏ Requirements
- 1+ year in a consultative, client-facing role (e.g., healthcare)
- Proven ability to guide clients through decisions and drive outcomes
- Strong relationship management across ongoing client engagement
- Experience with CRM tools (Salesforce or similar)
- Ability to spend ~75% in the field with reliable transportation
- Preferred background in Healthcare Administration, Social Work, or Gerontology
๐ Benefits
- Meaningful work improving aging in place
- Field-based role with travel opportunities
- Collaborative, mission-driven team culture
- Growth opportunities within the Honor Owned & Operated network
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