Client Engagement Specialist

3 weeks ago


Winchester, Massachusetts, United States HouseWorks Home Care Full time
About Us
HouseWorks is a mission-driven organization dedicated to improving the lives of seniors as they age. With a commitment to client service excellence, caregiver engagement, technological innovation, and growth in new markets, we are embarking on an exciting new chapter. As a leader in the home healthcare industry, we offer a comprehensive, vetted, and coordinated in-home service network that is high-touch, tech-enabled, compassionate, and extremely well managed. Our market opportunity is large and growing as the baby boomer population ages and the home increasingly becomes the epicenter for care.

The Role
We are seeking a full-time, temporary Intake Coordinator to join our team. This position requires strong attention to detail, organizational skills, and the ability to work with tight deadlines. The ideal candidate will have previous sales or intake experience with proven conversion success and be located within commuting distance from our Woburn, MA office. As an Intake Coordinator, you will manage company-wide sales leads, guide prospective clients through the customer creation process, and maintain pending leads to ensure timely conversion and tracking of key data. You will also attend meetings with Sales, Case Management, and Marketing teams as requested by Supervisor.

Responsibilities and Requirements
  1. Lead intake process management and distribution of follow-up responsibilities to Sales, Case Management, and Care Center teams.
  2. Explain the benefits of Private Pay Home Care services and overcome common objections.
  3. Qualify opportunities and facilitate next steps with internal and external team members.
  4. Enter and update client details into the HubSpot CRM system.
  5. Compile and track performance metrics daily, weekly, and quarterly.
Salary Range: $48,000 - $58,000 per year

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