Intake Coordinator

2 weeks ago

Winchester, Massachusetts, United States HouseWorks Home Care Full time
About HouseWorks Home Care:
Fueled by a deep understanding of the evolving needs of seniors, HouseWorks Home Care is committed to redefining the home care experience. With over two decades of experience, we have developed a replicable service model, established long-standing referral relationships, and created a brand that positions us to serve the future customer. As one of the largest single-site private home care companies in the country, we are dedicated to improving the health and well-being of our employees and the people we serve.

The Opportunity:
We are a mission-driven organization that is dedicated to enhancing the lives of seniors as they age. We are passionate about providing 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 dynamic home healthcare industry, with a large and growing market opportunity as the baby boomer population ages and the home becomes the epicenter for care. Our clients demand convenience and lower-cost solutions, and we are committed to delivering exceptional service to meet their needs.

Job Summary:
We are seeking a full-time, temporary Intake Coordinator to help manage company-wide sales leads from all lead generation avenues. The Intake Coordinator will focus on sales activities that guide prospective clients through all phases of the customer creation process for our Private Pay Home Care service line. 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:
  • 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 a stationary position for long periods of time at a 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

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