Client Care Advisor - Santa Rosa and Sonoma County
Guides families through senior in-home care decisions via consultations, coordinates service starts and ongoing care adjustments, and drives conversion and retention. Requires 1+ years client-facing experience, field travel in Santa Rosa/Sonoma area, and CRM proficiency.
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
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