Client Services Specialist

What Will Our Client Services Specialist Do?

• Business Development & Referral Generation
• Identify, develop, and maintain relationships with referral sources including healthcare professionals, hospitals, skilled nursing facilities, assisted living communities, rehabilitation centers, and senior living communities
• Schedule and conduct regular meetings with referral partners and community organizations – both private, public, and non-profit
• Develop and manage lead generation activities in alignment with established sales and marketing strategies
• Track, analyze, and report on lead generation, conversion rates, referral activity, and client acquisition metrics
• Conduct market research to identify new sales opportunities and stay current on industry trends
• Develop and execute marketing and outreach plans to promote Senior Helpers’ services to individuals, families, Veterans, and community organizations
• Attend and participate in networking events, trade shows, conferences, and community outreach programs to generate new clients
• Maintain and manage a CRM system to track activity and relationship history
• Client Services & Care Coordination
• Perform client assessments and coordinate with office staff to ensure timely client starts
• Lead and oversee daily client service operations, including scheduling strategy and care coordination, in alignment with organizational goals
• Evaluate client needs and determine appropriate care plans, service levels, and staffing approaches
• Ensure consistent execution of client onboarding, quality assurance touchpoints, and ongoing service evaluations
• Develop, implement, and continuously improve scheduling and service delivery strategies to optimize efficiency, client satisfaction, and operational performance
• Provide occasional direct client care coverage on an emergency basis (incidental and infrequent)

Qualifications

• At least 3 years of experience in healthcare, home care, home health, case management, or social work – including new client generation, community outreach, and relationship management
• Demonstrated experience managing client relationships, generating new business opportunities, and supporting clients throughout the service delivery process
• Proficiency in Microsoft Word, Excel, Outlook, and the ability to learn new software quickly
• Bachelor’s degree preferred or equivalent work experience
• Valid Texas driver’s license with no serious violations, current auto insurance, and reliable transportation to travel throughout the service area
• Flexible availability including occasional evenings, weekends, and holidays as needed
• Must be able to successfully pass a background check and other pre-employment screening