Client Care Advisor
Guides families through care consultations, service starts, reassessments, and ongoing relationship management for older-adult care. The role requires consultative client-facing experience, measurable outcome ownership, strong documentation and coordination skills, and extensive field work across the Chicago area.
About the job
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 navigating complex care decisions.
- Partner with scheduling, operations, and Care Pros to ensure consistent, high-quality service delivery.
- Use data and systems to manage a client portfolio, track performance, and maintain accurate documentation.
- Contribute to referral relationship growth and local market reputation as needed.
- Conduct in-person consultations, service starts, and quality visits across the Chicago area, including DuPage, Will, Lake, and Cook Counties.
- Maintain flexibility for occasional evenings and weekends.
Requirements
- 1+ year of experience in a consultative, client-facing role, such as healthcare, senior care, social work, or care coordination.
- Ability to guide clients through decisions and drive measurable outcomes, including conversion, retention, or service adoption.
- Strong relationship management skills and experience supporting clients and families over time.
- Experience owning measurable client outcomes.
- Experience leading structured conversations, including discovery, needs assessment, recommendations, and next steps.
- Ability to partner cross-functionally to deliver services and resolve execution challenges.
- Comfort working with CRM systems, documentation standards, defined consultation frameworks, Microsoft Office, and Salesforce or similar tools.
- Operational discipline in managing follow-up, tracking performance, and maintaining accurate records.
- Ability to spend approximately 75% of time in the field.
- Reliable transportation.
Preferred Qualifications
- Experience working with older adults and families.
- Background in Healthcare Administration, Social Work, Gerontology, or a related field.
Compensation
- Annual on-target earnings of $80,000–$88,000.
- 20% of earnings is tied to uncapped monthly commission.
Skills
Client Relationship Management, Consultative Sales, Care Coordination, Needs Assessment, Client Retention, CRM, Microsoft Office, Salesforce, Documentation, Performance Tracking, Cross-Functional Collaboration, Care Plan Management
Similar jobs
Customer Success jobs
GovDash
United States
Owns customer onboarding from signed deal through early adoption, including discovery, implementation, training, migration, and handoff to Account Management. Requires 2+ years of proposal development or capture experience and strong client communication skills.
Doxel
Charlotte, NCCoordinates SaaS customer onboardings by tracking requirements, dependencies, files, risks, and stakeholder deliverables. The role suits an organized operator with at least two years of SaaS and coordination-related experience who can support customer communication and grow into implementation ownership.
Rad AI
United States
Advises customers and product teams on radiology patient follow-up workflows, configuration, training, and clinical navigation practices. Requires at least two years of hands-on radiology follow-up, navigation, or care coordination experience and familiarity with EHR workflows.
Hinge Health
United States
Manages a high-volume portfolio of emerging SMB accounts, advising clients on MSK program adoption, reporting, escalations, expansion, and renewals. The role requires 2+ years of scaled account management experience, strong analytical and relationship-building skills, and a bachelor’s degree.
Okta
Chicago, IL
Supports customers in adopting and securely using Auth0 and related identity technologies through proactive outreach, technical guidance, webinars, and cross-functional programs. The role is designed for new graduates with strong communication, analytical skills, and foundational knowledge of IAM, SaaS, cloud infrastructure, and security.