Remote Weekend Client Intake Specialist at Senior Helpers - Petersen-Smith Parent Montana
Remote Weekend Client Intake Specialist job at Senior Helpers - Petersen-Smith Parent. Montana.
Job Title: Remote Weekend Client Intake Specialist Location Requirement: This is a remote position, but applicants must reside in South Carolina, North Carolina, or Ohio.Schedule Requirement: This is a weekend-only position. About the Role We’re looking for a proactive and driven Client Intake Specialist to join our team on weekends. In this remote, weekends-only role, you’ll be the first point of contact for prospective clients seeking in-home care services. You’ll manage a high volume of inbound leads, guide them through the intake process, and help set the stage for our care team to take the next steps. Key Responsibilities Lead Management * Make 50-60 outbound follow-up calls per day to leads from platforms such as A Place for Mom and AgingCare.com * Manage relationships with prospects through consistent follow-up, even over long lead cycles (up to 12 months) * Follow up on weekend social media inquiries and geofenced ad responses Appointment Setting * Pre-qualify leads during intake calls to determine service eligibility * Schedule assessments for qualified leads and maintain accuracy in scheduling CRM & Administrative Support * Accurately update WellSky and HubSpot with lead status, call notes, and appointment details * Collaborate with weekday team to ensure seamless handoff and ongoing follow-up * Handle rescheduling, cancellations, and urgent weekend inquiries promptly Skills & Qualifications * Strong phone-based sales or client intake experience * Comfortable managing 50-60 calls per day * Prior experience in home care, healthcare intake, or lead generation preferred * Familiarity with HubSpot or similar CRM systems (training provided) * Basic understanding of social media platforms and lead handling * Must be available and reliable on weekends (Saturday & Sunday only) Tools You’ll Use * CRM Systems: WellSky, HubSpot * Communication: Microsoft Teams, Clarity (phone system) * Email: Microsoft Outlook Ideal Candidate Traits * Detail-oriented and highly organized * Friendly, confident communicator with a customer-first mindset * Comfortable handling objections and guiding client conversations * Self-motivated and able to work independently during weekend shifts Performance Expectations * Daily Calls: 50-60 * Assessments Booked: 15-20 per weekend * Lead Response Time: Respond to hot leads within 15 minutes * CRM Accuracy: Consistently updated with correct and timely data First 90 Days Goals * Complete training in WellSky and HubSpot * Develop a strong process for weekend lead follow-up and appointment scheduling * Fully integrate into the intake team with reliable weekend performance * Ensure timely communication with the weekday sales and intake teams This is a great opportunity for someone seeking consistent weekend remote work while making a meaningful impact by supporting families in need of home care services. If you're organized, energetic, and love connecting with people—we'd love to meet you.
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Job Title: Remote Weekend Client Intake Specialist Location Requirement: This is a remote position, but applicants must reside in South Carolina, North Carolina, or Ohio.Schedule Requirement: This is a weekend-only position. About the Role We’re looking for a proactive and driven Client Intake Specialist to join our team on weekends. In this remote, weekends-only role, you’ll be the first point of contact for prospective clients seeking in-home care services. You’ll manage a high volume of inbound leads, guide them through the intake process, and help set the stage for our care team to take the next steps. Key Responsibilities Lead Management * Make 50-60 outbound follow-up calls per day to leads from platforms such as A Place for Mom and AgingCare.com * Manage relationships with prospects through consistent follow-up, even over long lead cycles (up to 12 months) * Follow up on weekend social media inquiries and geofenced ad responses Appointment Setting * Pre-qualify leads during intake calls to determine service eligibility * Schedule assessments for qualified leads and maintain accuracy in scheduling CRM & Administrative Support * Accurately update WellSky and HubSpot with lead status, call notes, and appointment details * Collaborate with weekday team to ensure seamless handoff and ongoing follow-up * Handle rescheduling, cancellations, and urgent weekend inquiries promptly Skills & Qualifications * Strong phone-based sales or client intake experience * Comfortable managing 50-60 calls per day * Prior experience in home care, healthcare intake, or lead generation preferred * Familiarity with HubSpot or similar CRM systems (training provided) * Basic understanding of social media platforms and lead handling * Must be available and reliable on weekends (Saturday & Sunday only) Tools You’ll Use * CRM Systems: WellSky, HubSpot * Communication: Microsoft Teams, Clarity (phone system) * Email: Microsoft Outlook Ideal Candidate Traits * Detail-oriented and highly organized * Friendly, confident communicator with a customer-first mindset * Comfortable handling objections and guiding client conversations * Self-motivated and able to work independently during weekend shifts Performance Expectations * Daily Calls: 50-60 * Assessments Booked: 15-20 per weekend * Lead Response Time: Respond to hot leads within 15 minutes * CRM Accuracy: Consistently updated with correct and timely data First 90 Days Goals * Complete training in WellSky and HubSpot * Develop a strong process for weekend lead follow-up and appointment scheduling * Fully integrate into the intake team with reliable weekend performance * Ensure timely communication with the weekday sales and intake teams This is a great opportunity for someone seeking consistent weekend remote work while making a meaningful impact by supporting families in need of home care services. If you're organized, energetic, and love connecting with people—we'd love to meet you.
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Apply Now
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