In-Home Care Sales Rep/ Liaison

Description Why this role exists CareWorks Health Services aims to add $800?K–$1?M in new private-pay revenue and expand its referral footprint across Orange County’s senior-living communities, hospitals, and long-term-care (LTC) insurers. The role converts high-quality referrals into long-term, high-retention clients. 4–12-Month Performance Objectives: Priority outcome- Success target- Time-frame Generate billable hours: Add approx 120 net new billable hours every month after 12-wk ramp-up by Months: 4–12Referral velocity: Capture 8–10 qualified referrals / week by Months 4 and onwardConversion rates: =50% of referrals advance to in-home assessments, 50% should sign, averaging 25 billable hours per new client by Month 4 onwardReferral network relationships: Add 8-10 new partners each month and manage relationships- ContinuousRetention & satisfaction: 97% clients say on for at least 90 days or longer The Day to Day Duties Operating Rhythm Daily (M-F) See 75 "faces"/wk via drop-ins to referral sources,Make 10-20 phone calls to referral sources, email, answer inquiry callsLog 100 % of activity notes in WellSky/ClearCare CRM before EOD.Triage inquiry calls and make calls to prospects and schedule assessments. Weekly One in-office day for territory, prospect & referral-source planning.Perform 4-5 on-site consults/assessments; sign 2+ new clients / week.Host 1 lunch-and-learnReview funnel metrics and next-week plan with leadership. Monthly / Quarterly Analyze pipeline, hour-growth, conversion KPIs; reset goals.Attend industry mixers / sponsor community events (self-approved up to $250/mo). Success KPIs 120 net new billable hours / mo (after ramp-up).=?75 face-to-face touches / wk.8-10 referrals per week to 4-5 assessments to 2+ signed clients / wk.10 new referral sources / mo.97%+ client retention at 90 days.CRM notes: 100?% same-day entry. Tools & Resources Leads are provided WellSky/ClearCare CRMG-Suite & SlackCompany laptop, smartphone, mileage reimbursement Typical Challenges Crowded OC home-care marketPrivate-pay & LTC payer complexitiesEver-changing discharge or care start timelinesTraffic across Orange CountyThere will be after-business hours and weekend assessments. Decision Latitude: Decision & Authority Pricing / discounts: Approve within rate scheduleService start & hours: Full authority at sign-upTerritory planning: Self-directedEvent sponsorships: Up to $250/mo without extra approval Compensation & Benefits Competitive base salaryScalable commission: After 400 weekly billable hours, earn $0.50–$1.00 per additional hour (from your referrals, in house leads don't count)Bonuses: Three tiers based on first-month hours per new clientMileage reimbursement, laptop, phone50?% employer-paid medical, 100?% dental, concierge doctor membership10 days PTO + 6 holidaysProfessional-development membership Mission Impact By adding predictable, high-quality billable hours and nurturing trusted referral relationships, you’ll directly drive CareWorks toward its $800?K–$1M revenue goal, empowering caregivers to deliver exceptional, relationship-centered care to Orange County seniors. Requirements Must-Have Qualifications MSW degree 3+ yrs healthcare sales / outreach successValid CA DL + reliable transportCRM proficiency (WellSky/ClearCare preferred)Empathy, resilience, consultative-selling skills Nice-to-have OC referral networkGerontology / geriatric certificationsLTC-insurance fluency