OVERVIEW:

Are you a relationship-builder with a heart for service and a mind for growth? Senior Helpers is seeking a Client Services Manager to lead client engagement and caregiver coordination with excellence. You’ll be the face of our care experience—ensuring families feel supported, caregivers are empowered, and services run smoothly.
This is a high-impact role for someone who thrives in a fast-paced, mission-driven environment and is ready to take ownership of client satisfaction and internal growth. Our ideal candidate will have a sales mentality and be results driven.

QUALIFICATIONS:

• Associate’s or Bachelor’s degree and three years of related work experience strongly preferred
• Previous clinical background experience is strongly preferred
• Must have exceptional organizational skills, attention to detail, and the ability to prioritize in a changing environment
• Must have excellent verbal communication skills and follow-up skills with prospects, clients, and client families
• Ability to quickly build rapport with people of all cultures
• Creative, innovative, and problem-solving abilities necessary
• Proactive problem prevention and issue resolution leadership ability
• Minimum of one-year experience managing clients
• Ability to visit client homes in the assigned territory
• Proficiency in Microsoft Word, Excel, internet, and Outlook required
• Ability to learn other software programs quickly
• Ability to work independently and as part of a team

• Build strong client relationships through regular check-ins, care plan updates, and in-person visits.
• Ensure high satisfaction by resolving concerns and coordinating with caregivers and schedulers.
• Drive internal growth by identifying upsell opportunities and managing retention dashboards.
• Lead client engagement initiatives like newsletters, activities, and service inquiries.
• Collaborate with leadership to meet revenue goals and improve service quality.
• Ensures that clients and their families are satisfied with the Senior Helpers services and works to find solutions with the appropriate employees and/or family members.
• Visits all clients on a bi-monthly basis to assess the quality of services as well as the client and family satisfaction and happiness level.
• Spends approximately 2-3 days out of the office re-assessing clients and managing client visits in the hospital, rehabs, facilities, etc.
• Edits the client care plans as needed.
• Coordinates client activities such as field trips, and in-home activities.
• Communicates with scheduler if caregivers need to be changed.
• Generates up to 20% internal growth each month.
• Completes assessments and works toward revenue goals (in the absence of a Marketing & Sales Director who completes assessments).
• Manages the client contact board.
• Updates the client retention dashboard on a weekly basis and creates a plan for replacing lost hours and proactive care management weekly.
• Distribution and management of the client newsletter or manages the client service coordinator to do same.
• Takes service inquiry calls and follows up with leads to meet revenue goals.
• Seeks opportunities to up sell and promote added hours through sale of gift certificates and other offerings.
• Other duties as assigned