Client Care Advisor

New

Skills

Care Coordination Client Engagement Consultative Care CRM Tools Documentation Standards Field Visits Healthcare Administration Onboarding Process Relationship Management Social Work

The Client Care Advisor for Santa Rosa and Sonoma County will engage in consultative care discussions to identify client needs, guiding families from inquiry to service start with seamless onboarding. This role involves coordinating care setup with scheduling and operations while maintaining compliance standards and accurate documentation.

Key Responsibilities
  • Conduct consultative care discussions to identify client needs.
  • Guide families from inquiry to service start with smooth onboarding.
  • Coordinate care setup with scheduling and operations.
  • Maintain accurate documentation and compliance standards.
  • Spend approximately 75% of time in the field for in-person visits.
  • Build trust with families to drive engagement and retention.
Required Skills & Qualifications
  • 1+ year in a consultative, client-facing role (e.g., healthcare).
  • Proven ability to guide clients through decisions and drive outcomes.
  • Strong relationship management across ongoing client engagement.
  • Experience with CRM tools (Salesforce or similar).
  • Ability to spend ~75% in the field with reliable transportation.
  • Preferred background in Healthcare Administration, Social Work, or Gerontology.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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