Client Services Manager

3 weeks ago


Santa Rosa, United States Senior Helpers - Napa Full time

Senior Helpers is currently seeking a _**_Client Service Manager_**_ to work in their Santa Rosa office._
- As a member of Senior Helpers _**_Client Services team_**_, you will be at the forefront of our mission to provide compassionate care and improve the quality of life for our clients, their families and our employees_**_._**

The Client Services will have the overall responsibility of managing and developing all client services as well as caregivers for Senior Helpers within the franchise territory. This includes meeting goals for retention of clients and managing the growth of hours from current clients. This is a salaried position.

**Primary Responsibilities (including, but not limited to)**:

- Has a regular communication process for new clients that includes caregiver introductions, first day of service calls, and a visit within the first 30 days of service.
- Ensures that clients and their families are satisfied with the Senior Helpers services, works to find solutions with the appropriate employees and/or family members
- Visits all clients on a bi-monthly basis to assess the quality of services as well as the client and family satisfaction and happiness level. Spends approximately 2-3 days out of the office re-assessing clients and managing client visits in the hospital, rehabs, facilities, etc.
- Use Lifeprofile to create and update careplans (training will be provided) as needed.
- Communicates with scheduler if caregivers need to be changed
- Conduct site checks of each caregiver to ensure care plans are being implemented correctly, policies and procedures are adhered to, and all job duties are performed in a manner that is satisfactory and meets the Senior Helpers brand expectations
- Takes service inquiry calls and follows up with leads to meet revenue goals
- Represents Senior Helpers at networking events and contributes to the marketing face of the company
- Seeks opportunities to up sell and promote added hours through sale of gift certificates and other offerings
- Other duties as assigned

**Qualifications**:

- Previous industry experience required
- Must have exceptional organizational skills, attention to detail, and the ability to prioritize in a changing environment
- Must have excellent verbal communication skills and follow-up skills with prospects, clients, and client families
- Ability to quickly build rapport with people of all cultures
- Creative, innovative, and problem solving abilities necessary
- Proactive problem prevention and issue resolution leadership ability
- Minimum of one year experience managing clients
- Ability to visit client homes in the assigned territory
- Bachelor's degree and three years of related work experience strongly preferred
- Proficiency in Microsoft Word, Excel, internet, and Outlook required
- Ability to learn other software programs quickly
- Ability to work independently and as part of a team
- We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws._



  • Santa Rosa, United States Moore Home Services Full time

    We have an immediate need for Client Services Representative in our fast-paced call center. Duties and Responsibilities: - Receive a high volume of inbound calls - Make outbound calls - Quickly identify client needs and efficiently provide the best solution - Use critical thinking skills to problem solve while using best judgment - Effectively summarize...


  • Santa Rosa, United States Moore Home Services Full time

    Job DescriptionJob DescriptionMoore Home Services. is Northern California’s leading HVAC. Plumbing, Window, and Door company. We have a history of high standards and have built our company on the important ethical practices of honesty and courtesy.We have an immediate need for Client Services Representative in our fast-paced call center.Duties and...


  • Santa Rosa, United States VCA Animal Hospitals Full time

    Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Petcare East Veterinary Hospital in Santa Rosa, Ca, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were...


  • Santa Rosa, United States Umpqua Bank Full time

    Client Service SpecialistRetail Banking GroupSanta Rosa, CaliforniaDescriptionAbout Us:Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. Its an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a...


  • Santa Rosa, United States North Bay Regional Center Full time $78,936 - $109,608

    Company Overview:At North Bay Regional Center we believe that all people with developmental disabilities should have the same opportunities as are available to all other citizens. As one of the 21 nonprofit Regional Centers throughout California, we offer a comprehensive program supporting the needs of our communities, provided by driven and passionate...


  • Santa Rosa, United States North Bay Regional Center Full time $94,008 - $130,524

    Company Overview:At North Bay Regional Center we believe that all people with developmental disabilities should have the same opportunities as are available to all other citizens. As one of the 21 nonprofit Regional Centers throughout California, we offer a comprehensive program supporting the needs of our communities, provided by driven and passionate...


  • Santa Rosa, United States Umpqua Bank Full time

    Client Service Specialist - Float Retail Banking Group Santa Rosa, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we...


  • Santa Rosa, United States Umpqua Bank Full time

    Client Service Specialist - Float Retail Banking Group Santa Rosa, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we...


  • Santa Rosa, United States K9 Activity Club Inc Full time

    K9 Activity Club is a small business in Santa Rosa, CA. We are customer-centric, fast-paced, fun and our goal is to be the best Dog facility in Sonoma County. Our work environment includes: Modern office setting Food provided Regular social events Relaxed atmosphere Flexible working hours Company perks Lively atmosphere Desired Abilities Be able to lift...


  • Santa Ana, United States Liberty Capital Strategists, Inc. Full time

    The Client Services Manager will work closely with a team in the office. Duties will include client communication and some scheduling and assist in special projects. They will mainly be trained do portfolio reviews and account opening for clients. Must be computer competent with knowledge of Microsoft Office products. Pay: From $36,000.00 per...


  • Santa Rosa, United States DeepNet Full time

    Job DescriptionJob DescriptionField Services ManagerThe Field Services Coordinator at DeepNet is a key leader of service delivery that provides our scheduled and emergency onsite services. They are tasked with developing the internal team with the right people, processes, and technology to meet the expanding needs of the company. This role oversees and leads...


  • Santa Ana, United States Banc of California Full time

    Overview: Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and...


  • Santa Rosa, United States Haynes Building Services Full time

    Job DescriptionJob DescriptionPosition: Janitorial Operations ManagerArea: Northern California/Santa Rosa, CASalary: 100K – 120k DOEAre you currently stuck in a leadership rut?  Is your career not advancing the way you would like?  Come join our Haynes Building Services family and see where we can take you!  We are currently interviewing for a...


  • Santa Rosa, United States North Bay Regional Center Full time $59,244 - $79,428

    Company Overview:At North Bay Regional Center we believe that all people with developmental disabilities should have the same opportunities as are available to all other citizens. As one of the 21 nonprofit Regional Centers throughout California, we offer a comprehensive program supporting the needs of our communities, provided by driven and passionate...


  • Santa Rosa, United States North Bay Regional Center Full time $59,244 - $79,428

    Company Overview:At North Bay Regional Center we believe that all people with developmental disabilities should have the same opportunities as are available to all other citizens. As one of the 21 nonprofit Regional Centers throughout California, we offer a comprehensive program supporting the needs of our communities, provided by driven and passionate...

  • Case Manager

    4 weeks ago


    Santa Rosa, United States Spread Your Wings Inc Full time

    COME WORK WITH US! Great opportunity for someone that has a passion to work with Intellectually Disabled clients in the Santa Rosa area providing Supportive Living Services. This position offers: Company-paid bronze medical plan for employee only Company-paid $25k life insurance Medical, dental, vision plans for self and dependents Supplemental life,...

  • Case Manager

    3 weeks ago


    Santa Rosa, United States Spread Your Wings Inc Full time

    COME WORK WITH US! Great opportunity for someone that has a passion to work with Intellectually Disabled clients in the Santa Rosa area providing Supportive Living Services. This position offers: Company-paid bronze medical plan for employee only Company-paid $25k life insurance Medical, dental, vision plans for self and dependents Supplemental life, AD&D,...

  • Case Manager

    3 weeks ago


    Santa Rosa, United States Spread Your Wings Inc Full time

    COME WORK WITH US! Great opportunity for someone that has a passion to work with Intellectually Disabled clients in the Santa Rosa area providing Supportive Living Services.This position offers:- Company-paid bronze medical plan for employee only- Company-paid $25k life insurance- Medical, dental, vision plans for self and dependents- Supplemental life,...

  • Case Manager

    4 weeks ago


    Santa Rosa, United States Spread Your Wings, LLC. Full time

    Job DescriptionJob DescriptionCOME WORK WITH US!   Great opportunity for someone that has a passion to work with Intellectually Disabled clients in the Santa Rosa area providing Supportive Living Services.This position offers:- Company-paid bronze medical plan for employee only- Company-paid $25k life insurance- Medical, dental, vision plans for self and...


  • Santa Barbara, United States Anderson Financial Solutions & Insurance Services Full time

    **Position Summary**: **Key Responsibilities**: - Perform clerical functions related to opening client accounts and ongoing account updates based on account features chosen by the client. - Work with the Director of Operations and clients to obtain required documents based on the type of account(s) established. - Organize and assist in the maintenance of...