Intake Specialist

6 months ago

Winchester, United States HouseWorks Home Care Full time
About HouseWorks:
Fueled by a real understanding of today's challenges, HouseWorks is committed to a fundamental re-imagining of what it means to age. With over 20 years of operating experience, we have built a replicable service prototype, developed profitable, long-standing referral relationships, and created an innovative brand that positions us to serve the future customer. HouseWorks has grown to be one of the largest single-site private home care companies in the country and is dedicated to improving the health and well-being of its employees and the people it serves.We are embarking on an exciting new growth chapter that focuses on client service excellence, caregiver engagement, technological innovation, and growth in new markets.

The Opportunity:
We are a mission-driven organization that is dedicated to improving the lives of seniors as they age. We are passionate about what we doproviding seniors and their families with a comprehensive, vetted and coordinated in-home service network that is high-touch, tech-enabled, compassionate and extremely well managed. We are in the exciting and dynamic home healthcare industry. Our market opportunity is large and growing as the baby boomers age and the home increasingly becomes the epicenter for care as consumers demand convenience and lower-cost solutions.

Job Summary:
We are looking for a full-time, temporary Intake Coordinator to help manage company-wide sales leads from all lead generation avenues. The Intake Coordinator focuses on sales activities that guide prospective clients through all phases of the customer creation process for our Private Pay Home Care service line. The Intake Coordinator assigns new leads to appropriate Sales, Case Management and Care Center teams while regularly maintaining pending leads, ensuring timely conversion of appropriate leads, and tracking key lead related data. This temporary position (estimated 2 months) requires strong attention to detail, organizational skills, and the ability to work with tight deadlines.

Essential Duties and Responsibilities:
  • Manage lead intake process and distribution of follow-up responsibilities to Sales, Case Management and appropriate Care Centers
  • Professionally explain the advantages of Private Pay Home Care services and overcome common objections
  • Qualify opportunities and facilitate next steps with internal and external team members with a sense of urgency
  • Thoroughly enter and update all relevant client details into the HubSpot CRM system
  • Compile and track performance metrics on a daily, weekly and quarterly basis
  • Attend Sales, Case Management and Marketing meetings and as requested by Supervisor
  • Work with Sales and Marketing management on initiatives focused on client creation and relationship building with referral partners
  • Maintain ongoing knowledge on our company wide offerings to provide solutions to our prospective clients and customers
  • Always maintain professional integrity and display leadership qualities.
  • Perform other duties as assigned
Qualifications and Skills: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The ideal candidate will be located a commutable distance from our Woburn, MA office. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • 2+ years of sales/intake experience with proven conversion success
  • Home Care, Home Health or Hospice experience preferred
  • Strong verbal and written communication skills
  • Experience working within a CRM system (HubSpot experience is a plus)
  • A proactive, customer service orientation, with the ability to collaborate effectively with internal and external stakeholders
  • The ability to handle multiple tasks simultaneously, take initiative without direct supervision, set priorities, and thrive in a fast-paced environment
  • Strong organizational skills
  • A sense of urgency to convert leads and ability to solve complex problems.
  • Driver's license and reliable transportation
Physical Demands:
  • Must remain in stationary position for long periods of time at desk or computer
  • Requires occasionally standing, sitting, walking; using hands to finger, handle, or feel objects, tools or controls; reaching with hands and arms; climbing stairs; hearing; talking
Work Environment:
  • Office Location

HWOS1000

HouseWorks is an Equal Opportunity Employer. We do not discriminate against race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability or genetic information.

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