Client Intake Specialist

3 days ago


Campbell, California, United States FirstLight Home Care Full time

FirstLight Home Care - the premier, non-medical home care agency in the Silicon Valley - is seeking an experienced and passionate Client Intake Specialist. The ideal candidate is a highly-organized, driven professional with a strong sales background and a commitment to serving seniors and adults with disabilities throughout the Bay Area.

PAY: $28 / hr - $30 / hr + GENEROUS COMMISSION POTENTIAL

BENEFITS: MEDICAL, DENTAL, VISION INSURANCE AND 410k + MATCHING

As a Client Intake Specialist, your main role will be as the first point of contact for our prospective clients, which includes gathering essential information, assessing client needs, and ensuring a smooth on-boarding process. Responsibilities also include:

  • Responsible for managing the service inquiry process through exceptional verbal and written communication skills along with consistent follow-through
  • Responsible for creating a positive first impression and fostering strong relationships with prospective clients; this position requires a high degree of empathy and compassion
  • Responsible for actively working the sales cycle process by utilizing proprietary CRM system and tools, including inputting information throughout the day; this position requires excellent computer skills
  • Responsible for maximizing client conversion rates by nurturing incoming leads as well as pursuing stale leads, including building a prospective client base and immediately responding to inquiries
  • Responsible for digital outreach efforts, including purposeful follow-up of leads to keep the sales cycle active
  • Responsible for clearly understanding the home care industry so you can fully answer questions and support families in need; continue to maintain and enhance our high standards and best in class reputation
  • Responsible for maintaining consistent records and providing regular reporting to senior management; this position is responsible for achieving KPI's

Why FirstLight Home Care?

  • We are an award-winning non-medical agency We are a woman-owned and family business - we love what we do and it shows in the way we take care of our clients and our caregivers. The difference is real.
  • We have a true passion for helping seniors, adults with disabilities, and veterans.
  • We answer our phones 24/7 to make sure our team feels supported at all times.
  • We offer medical, dental, vision, and 401k match.
  • And we, the owners of the business, work side by side with you If you need something answered, our office is only a few feet away.

Preferred Qualifications

  • Proven track record in sales
  • Understanding of home care industry
  • Ability to interface effectively and professionally with prospective client, including families, physicians, attorneys, etc; ability to build and maintain relationships
  • Ability to work in both a collaborative team environment and an independent, self-motivated environment
  • Excellent written and verbal communication skills

keywords: intake coordinator; intake specialist; internal sales; sales coordinator; sales professional; sales manager; home care; geratrics

Job Type: Full-time

Pay: $ $30.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience:

  • Inside sales: 2 years (Preferred)
  • CRM software: 2 years (Required)
  • Home care: 2 years (Preferred)

Work Location: In person



  • Campbell, California, United States Barracuda Networks Full time

    Job ID 26-350Come join our passionate team Barracuda is a leading cybersecurity company providing complete protection against complex threats. Our platform protects email, data, applications, and networks with innovative solutions, and a managed XDR service, to strengthen cyber resilience. Hundreds of thousands of IT professionals and managed service...


  • Campbell, California, United States FirstLight Home Care Full time

    As a 'best-in-class,' non-medical HOME CARE AGENCY serving the Silicon and Tri-Valley areas, we are seeking an EXPERIENCED Staffing and Scheduling Specialist. The main role of this position is to schedule caregivers in clients homes to help with personal care needs and activities of daily living. We encourage you to apply if you have strong initiative,...

  • case manager, drc

    2 days ago


    Campbell, California, United States The GEO Group Full time

    Benefits InformationFull-time employees will enjoy a competitive benefits package with options for you and your family including: • Paid Time Off• Paid Holidays• 401(k) Matching• Health Insurance• Vision Insurance• Life Insurance• Health Savings Account• Tuition Reimbursement• Employee Discount• Reduced Tuition Rates• Disability...


  • Campbell, California, United States Pacific Clinics Full time

    Who We Are: Pacific Clinics is the leading community-based nonprofit provider of mental health and substance use disorder services. For over 150 years, we have offered high-quality behavioral health, educational and support and social services at no cost to the individuals and families we serve.  Reaching more than 100,000 Californians each year, Pacific...


  • Campbell, California, United States Vehlo Full time

    Technical Support RepresentativeAbout VehloWe started Vehlo in 2019 with a simple goal: to be the industry's favorite provider of repair shop technology.Across every part of the auto repair industry, Vehlo is igniting vehicle service success with software and financial solutions that unlock your potential. Our founder-led products power the entire service...

  • Intake Coordinator

    2 days ago


    Campbell, CA, United States Century Group Full time

    We are seeking an experienced Intake Coordinator to join our law firm client. You will be responsible for managing day-to-day operations, serving as the first point of contact for new prospective clients, handling development and client relations, coordinating with the marketing team, and supporting administrative staff and partners. Ideal candidate is...


  • Campbell, United States Ethos Veterinary Health LLC Full time

    Client Intake Coordinator - Veterinary Emergency & Critical Care - Campbell  Ethos is the new, industry-leading community of legacy Ethos Veterinary Health, Compassion-First, SAGE Veterinary Centers and legacy NVA Specialty and Emergency hospitals. This powerful new community brings together an unmatched team of experts, cutting-edge technology, and an...


  • Campbell, United States Ethos Veterinary Health Full time

    Client Intake Coordinator - Veterinary Emergency & Critical Care - Campbell    Ethos is the new, industry-leading community of legacy  Ethos Veterinary Health , Compassion-First,  SAGE Veterinary Centers  and legacy NVA Specialty and Emergency hospitals. This powerful new community brings together an unmatched team of experts, cutting-edge technology,...


  • Campbell, United States Fidelity Full time

    Client Support SpecialistAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty...

  • CATERING SPECIALIST

    4 weeks ago


    Campbell, United States Mendocino Farms Full time

    Mendocino Farms - Campbell [Kitchen Manager / Catering Supervisor] As a Catering Specialist at Mendocino Farms, you'll: Lead the stores Catering Team and work closely with catering clients; Provide excellent customer service to the catering clients; Complete daily sales building tasks to promote continuing growth of the catering program; Exhibit teamwork and...


  • Campbell, CA, United States iXsystems Full time

    Description TrueNAS is redefining enterprise storage by delivering proven data resilience, performance, and flexibility without the complexity or constraints of legacy solutions. As the most deployed storage platform in the world, TrueNAS already powers critical data storage infrastructure for businesses, research institutions, and government agencies across...


  • Campbell, CA, United States LGTC Group Full time

    Job Type Full-time, Part-time Description LGTC Group is hiring a Milieu Counselor for its Eating Disorder PHP/IOP program in Campbell, CA As a Milieu Counselor, you will be responsible for assisting and supporting clients through the entire treatment experience from admission through discharge. You will work daily with our clients and be responsible for:...


  • Campbell, United States Bartlett Tree Experts Full time

    Build a career with the industry leader! If you enjoy working outdoors in a professional and safe environment, consider a career with Bartlett Tree Experts! At Bartlett, we value a strong culture of excellence in safety, scientific research, lifelong learning, and career development. We are seeking experienced (one-year minimum) Plant Health Care Specialists...


  • Campbell, United States Bartlett Tree Experts Full time

    Overview Build a career with the industry leader!  If you enjoy working outdoors in a professional and safe environment, consider a career with Bartlett Tree Experts! At Bartlett, we value a strong culture of excellence in safety, scientific research, lifelong learning, and career development. We are seeking experienced (one-year minimum) Plant Health Care...


  • Campbell, CA, United States Bartlett Tree Experts Full time

    Overview Build a career with the industry leader!  If you enjoy working outdoors in a professional and safe environment, consider a career with Bartlett Tree Experts! At Bartlett, we value a strong culture of excellence in safety, scientific research, lifelong learning, and career development. We are seeking experienced (one-year minimum) Plant Health...