Sales Case Manager

About the role

Care & Help Home Care, LLC is a trusted provider of non-medical home care services throughout the Philadelphia region. We are committed to delivering compassionate, transparent, and professional care that allows seniors and individuals with disabilities to remain safe and independent in their homes.

Responsibilities

• Identify and develop new business opportunities through networking, community outreach, marketing initiatives, and prospecting activities.
• Build and maintain strong relationships with hospitals, rehabilitation facilities, physicians, discharge planners, social workers, assisted living communities, senior centers, and other referral sources.
• Conduct in-home and community-based assessments to determine prospective clients' care needs and eligibility for services.
• Educate prospective clients and families regarding available home care services and funding options.
• Guide clients and families through the intake and enrollment process, ensuring all required documentation is completed accurately.
• Deliver presentations to healthcare professionals, community organizations, senior groups, and referral partners.
• Develop and execute territory-based marketing plans to increase referrals and admissions.
• Maintain regular communication with clients, families, referral sources, and internal staff to ensure a smooth transition into services.
• Collaborate with scheduling, recruiting, and care management teams to ensure successful case starts and client satisfaction.
• Monitor client satisfaction and support retention initiatives.
• Conduct market research to identify trends, competitors, and growth opportunities.
• Maintain accurate records of all sales activities, referrals, assessments, admissions, and follow-up activities within the CRM system.
• Meet or exceed established KPIs, including referral source visits, assessments completed, client admissions, and revenue goals.
• Attend networking events, community programs, health fairs, and industry meetings to increase agency visibility.
• Ensure compliance with all applicable regulations, company policies, and ethical marketing practices.
• Perform other duties as assigned.

Requirements

• Bachelor's degree in Marketing, Healthcare Administration, Business, or a related field preferred, but not a must.
• Equivalent experience in healthcare sales, home care marketing, business development, or community outreach may be substituted.
• Minimum of two (2) years of sales, marketing, business development, healthcare outreach, or referral development experience required.
• Proven track record of generating referrals, developing business relationships, and achieving sales goals.
• Strong communication, presentation, and relationship-building skills.
• Ability to effectively engage with healthcare professionals, community organizations, clients, and families.
• Knowledge of home care services and payer sources, including Medicaid Waiver programs, Managed Care Organizations (MCOs), private pay, and long-term care insurance.
• Experience using CRM systems and Microsoft Office applications.
• Strong organizational and time-management skills.
• Self-motivated with the ability to work independently and manage a sales territory effectively.
• Valid driver's license.
• Reliable transportation.
• Proof of automobile insurance.
• Ability to travel throughout Philadelphia and surrounding counties as needed.
• Prolonged periods sitting, standing, and working on a computer.
• Frequent travel within assigned territory.
• Ability to lift up to 15 pounds occasionally.

Qualifications

• Bachelor's degree in Marketing, Healthcare Administration, Business, or a related field preferred, but not a must.
• Minimum of two (2) years of sales, marketing, business development, healthcare outreach, or referral development experience required.
• Proven track record of generating referrals, developing business relationships, and achieving sales goals.
• Strong communication, presentation, and relationship-building skills.
• Ability to effectively engage with healthcare professionals, community organizations, clients, and families.
• Knowledge of home care services and payer sources, including Medicaid Waiver programs, Managed Care Organizations (MCOs), private pay, and long-term care insurance.
• Experience using CRM systems and Microsoft Office applications.
• Strong organizational and time-management skills.
• Self-motivated with the ability to work independently and manage a sales territory effectively.
• Valid driver's license.
• Reliable transportation.
• Proof of automobile insurance.
• Ability to travel throughout Philadelphia and surrounding counties as needed.
• Prolonged periods sitting, standing, and working on a computer.
• Frequent travel within assigned territory.
• Ability to lift up to 15 pounds occasionally.

Skills

• Excellent communication and interpersonal skills.
• Strong relationship-building and networking abilities.
• Proficiency in CRM systems and Microsoft Office applications.
• Ability to conduct in-depth assessments and provide educational guidance.
• Effective time management and organization skills.
• Ability to travel and work in various settings.

Benefits

• $18.00 per hour
• Quarterly Performance Bonus of up to $6,500
• Annual earning potential of $50,000–$76,000+
• Mileage reimbursement (if applicable)
• 401(k)
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off (PTO)
• Paid Sick Leave
• Floating Holidays

Pay

• $18.00 per hour

Schedule

• Approximately 75%-90% of work time is spent in the community developing referral relationships, conducting assessments, attending networking events, and meeting with prospective clients and healthcare professionals.
• Administrative tasks, reporting, CRM documentation, and team meetings are completed remotely or from the Philadelphia office as needed.
• The Sales Case Manager will routinely visit hospitals, rehabilitation facilities, physician offices, senior communities, client homes, and community organizations throughout Philadelphia and surrounding counties.
• Occasional evening and weekend events may be required.