Intake Coordinator
Menlo Park, CA
About Us
Two passionate visionaries embarked on a transformative journey when Dee and Vanessa founded Care Indeed in the heart of the San Francisco Bay Area. Their mission was clear: to revolutionize the way care was delivered to seniors and individuals in need. Beyond home care services, they expanded their reach into medical staffing, bridging the gap between healthcare facilities and skilled professionals. These founders actively listened to pain points, strategically recruited committed candidates, and ensured that compassion remained at the core of their legacy. From pandemic adaptations to virtual reality training, their impact continues shaping the healthcare landscape, creating a better world for elders, families, and caregivers. About Care Indeed and Core Values
Care Indeed is hiring a compassionate and motivated Intake Coordinator to provide top-quality service to our clients. The ideal candidate is an energetic, proactive individual who identifies key decision-makers and influencers within accounts. You will excel in nurturing qualified leads, responding to inbound inquiries, and executing targeted outreach to outbound prospects to build rapport and establish enduring relationships. Three years of experience in the Home Care or healthcare field is preferred. As an Intake Coordinator, you will serve as the primary liaison between our organization and potential clients, identifying their needs through various live and digital channels. Your focus will lie in lead management and cultivating relationships at the early stages of the customer lifecycle. You will take the reins of booking assessments and consultations for assessors, nurturing leads, making intake calls, and meticulously evaluating the needs of potential customers. By seamlessly collaborating with branch locations and on-call teams, you will contribute significantly to achieving our company goals.
Guiding Our Journey
Our core values serve as the compass that directs our path.
Every interaction matters whether it's with a client, an employee, or a business partner.
We believe that compassionate, ethical, and responsible care is not just a service it's a lifeline for those we serve.
Our Intake Coordinator must embody and promote our core values in all interactions with clients, employees, vendors, and other business partners. These values guide our decision-making process at Care Indeed, shaping the compassionate, ethical, and responsible care we provide. - Honesty, Integrity, Kindness, Empathy
- Serve with Passion: Prioritizing Help, Confidence, Humility, Striving for Greater Good, Making a Real Difference
- Make it Great: Continuous Improvement, Exceed Expectations, Nurturing Excellence in Others.
Duties and Responsibilities - Field and manage initial intake calls, converting leads to assessments successfully.
- Generate new sales opportunities through proactive lead-generation techniques like email outreach and cold calls.
- Articulate the values and services of Care Indeed to prospective clients while empathetically listening to and understanding each client's unique needs and requirements.
- Strive to meet and exceed intake sales targets and conversion quotas.
- Track and report on the status of all leads, prospects, and clients through our internal systems.
- Ensure data accuracy and timeliness within the systems we employ.
- Bridge communication between new clients and all parties involved in their care management.
- Collaborate across functions with accounting and direct care supervisors to deliver a superior client experience.
- Guide clients throughout the entire process of starting and receiving care.
- Regularly communicate with remote teams and provide support to assessors for a smooth transition of clients from the early stage of the sales process to a successful handoff to the branch.
- Carry out additional duties as assigned.
Education and Experience - A Bachelor's degree is required - a background in social work, psychology, counseling, rehabilitation, gerontology, nursing, or sociology
- At least one year of experience or training in health care/social services.
- Sales experience preferred.
- Exceptional written and verbal communication skills.
- Proficiency in assessing client needs, meeting service quality standards, and evaluating client and employee satisfaction.
- Capability to thrive in a fast-paced environment.
- Unwavering commitment to providing the highest quality care and customer service.
- Proven track record of process management with meticulous attention to detail.
- Sensitivity, patience, and compassion when interacting with prospects.
- A positive, solution-oriented mindset.
- Flexibility and availability to work hours beyond the standard workweek.
Work Hours & Benefits - Monday to Friday, 9:00 AM to 5:30 PM; days may be flexible based on the need
- Employees are required to work 1 weekend per month.
- This schedule may be subject to change, when deemed necessary.
- Advance notice will be provided.
- Medical, Dental, Vision insurance (waiting period is 60 days from hire date)
- Life and Accidental Death and Dismemberment Insurance
- 401k with matching (After completing 200 hours and six months of employment)
- You will be reimbursed for mileage and out-of-pocket expenses for any company-related initiatives if you use your own transportation.
- You are entitled to accrue 24 sick hours of paid sick leave, which you can use after your 90 days, to be allocated for illness or personal business each calendar year in accordance with our sick leave policy.
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