Account Manager – Sales Enablement & Client Onboarding

Elder Care Homecare is a private-pay homecare agency seeking an Account Manager (Sales Enablement & Client Onboarding) to support their sales team in New York City. The role focuses on CRM-driven lead follow-up, pipeline management, and client onboarding, ensuring a seamless transition from initial contact to active care. Responsibilities Own systematic follow-up for assigned leads after initial contact by a salesperson or Account Manager Support the SVP of Sales and 2–3 high-performing NYC-based sales professionals Serve as a secondary point of contact for families after initial outreach Conduct follow-up calls, emails, and meetings to answer questions and move decisions forward Reinforce value, differentiate Elder Care Homecare, and support close where appropriate Step in to lead conversations when needed to maintain continuity Travel regularly/sometimes daily within NYC via public transportation to visit/meet with clients Manage onboarding from signed agreement through the first two weeks of care Coordinate intake documentation, service agreements, and payment setup Partner with intake, staffing, nursing, and operations teams to ensure smooth service launches Serve as a steady point of contact for families during early care transitions Ensure accurate CRM updates through onboarding and service start Act as the central coordination point across sales, intake, and operations Manage follow-ups across multiple salespeople without losing accountability Communicate next steps clearly and consistently to internal stakeholders Identify bottlenecks and proactively resolve them Assist with planning and attending networking events and referral meetings Support event logistics, scheduling, and post-event follow-up Represent Elder Care Homecare professionally in the community Proactively advance leads through defined CRM stages Schedule next steps, check-ins, and follow-ups to maintain momentum Ensure no leads stall, age out, or go cold due to lack of follow-up Maintain clean, accurate CRM records including notes, tasks, timelines, and status updates Surface risks, delays, or disengagement early and escalate appropriately Skills 1-3 years experience in account management, sales support, client services, or intake Strong comfort with CRM-driven workflows and follow-up discipline Ability to manage multiple active pipelines simultaneously Excellent communication and relationship-building skills Highly organized, detail-oriented, and proactive CRM experience (HubSpot, Salesforce, or similar) Google Workspace proficiency Comfort working with spreadsheets Able to stay standing/walking for extended periods of time, carrying items up to 30lbs Homecare, healthcare, or elder services experience strongly preferred Benefits Holidays PTO/Sick Time Health, Dental, Vision Insurance Bonus Opportunities 401(k) matching Company Overview Elder Care Homecare looks after seniors and individuals with disabilities through dependable companion care and in-home care services. It was founded in 1995, and is headquartered in Scarsdale, New York, USA, with a workforce of 501-1000 employees. Its website is