Client Care Advisor - Santa Rosa and Sonoma County

Responsibilities

• Own consult-to-start conversion by conducting high-quality consultations and proactively guiding families to timely decisions
• Lead successful service starts by aligning expectations, coordinating care setup, and mitigating onboarding risks
• Drive retention and growth through ongoing client engagement, reassessments, and care plan adjustments
• Serve as a trusted advisor to families, helping them navigate complex care decisions with clarity and confidence
• Partner cross-functionally with scheduling, operations, and Care Pros to ensure consistent, high-quality service delivery
• Use data and systems to manage your portfolio, track performance, and maintain accurate documentation
• Contribute to referral relationship growth and local market reputation as needed

Requirements

• 1+ year of experience in a consultative, client-facing role (e.g., healthcare, senior care, social work, care coordination, or similar)
• Demonstrated ability to guide clients through decisions and drive measurable outcomes (e.g., conversion, retention, service adoption)
• Strong relationship management skills, with experience supporting clients and families over time and adapting to evolving needs
• Experience owning measurable client outcomes (e.g., consult-to-start conversion, client retention, service adoption)
• Experience leading structured conversations (discovery, needs assessment, recommendations, next steps)
• Ability to partner cross-functionally to deliver services effectively and resolve execution challenges
• Comfort working within structured systems and tools (e.g., CRM, documentation standards, defined consult frameworks, Microsoft Office, Salesforce or similar)
• Operational discipline, including managing follow-up, tracking performance, and maintaining accurate records
• Ability to spend ~75% of time in the field, with reliable transportation and flexibility for occasional evenings/weekends

Preferred

• Experience working with older adults and families or a background in Healthcare Administration, Social Work, Gerontology, or a related field

Compensation

• Annual on-target earnings of $80,000–$95,000, with 20% tied to uncapped monthly commission