About This Role
This field-based position is responsible for bringing on new clients, managing ongoing client relationships, overseeing care quality, supervising caregivers in the field, and developing referral relationships. The role suits a candidate with a strong hands-on caregiving background who can confidently assess client needs and caregiver competencies.
Responsibilities
- Conduct in-home consultations with prospective clients and families, assess care needs, recommend appropriate services, and work toward converting consultations into new clients
- Negotiate client rates and adjust or waive hourly minimums within established company parameters to help close sales
- Develop and update individualized care plans in coordination with Operations
- Manage ongoing relationships with an assigned book of clients after services begin, including quality assurance and reassessments at least every 90 days, or more frequently at the ECC's discretion
- Evaluate changes in client needs, determine appropriate service recommendations, and coordinate implementation with Operations
- Address client concerns, determine appropriate next steps, and work with Operations to support client satisfaction and retention
- Serve as one of the caregivers' supervisors, with responsibility for overseeing caregiver performance and care quality during field visits
- Conduct in-home quality assurance visits to evaluate caregiver performance, service delivery, and client satisfaction
- Coach caregivers, address performance concerns, and remove caregivers from client assignments when appropriate
- Make recommendations regarding caregiver discipline, promotion, and termination that carry significant weight and are ordinarily acted upon by management, subject to applicable company procedures
- Lead the hands-on caregiver skills portion of new-hire orientation weekly, including evaluating competencies and exercising authority to dismiss caregivers from orientation for performance or conduct concerns
- Identify, develop, and manage relationships with referral sources, including hospitals, rehabilitation facilities, senior living communities, and other healthcare professionals
- Determine which referral opportunities to pursue and independently schedule and conduct sales calls, referral-source visits, presentations, and community outreach
- Maintain ownership of referral relationships, including ongoing follow-up and development of new business opportunities
- Manage prospective client opportunities through consultation, follow-up, negotiation, and conversion
- Be accountable for measurable goals related to referral development, qualified opportunities, consultation conversions, new client starts, and business growth
- Independently determine, schedule, and prioritize field activities based on client needs, business opportunities, and operational priorities
