Sales and Client Services Administrator
6 months ago
As a Sales and Client services administrator, you are the first point of contact between clients and the company. You will assist clients in determining the type of and duration of services needed, as well as conduct continuous reassessments of their plan of care. The Sales and Client services administrator provides continuity of care for clients during and after referral, as well as, facilitates the provision of in-home care and support services to clients. You are responsible for developing solid relationships with clients, building trust, and maintaining relationships throughout the client’s tenure with Comfort Keepers.
The Sales and services coordinator routinely interacts with other office staff members to ensure a safe and smooth onboarding for clients and family members.
**Job Tasks and Responsibilities**:
The Sales and services coordinator:
- Takes accurate referral/service request information by phone. Recommends to prospects different services and schedules care consultations based on the clients’ needs
- Contacts clients and caregivers for follow-up service delivery and determines satisfaction of services.
- Assesses and acts to resolve client concerns in a manner that embodies the company’s philosophy of “elevating the human spirit”
- Documents all required information for regulatory/compliance purposes in the appropriate information systems.
- Works with Homecare Services Coordinator to ensure shifts and hours are matched with caregiver qualifications, preferences, and availability to client needs.
- Visit current clients/client’s homes on a regular basis to ensure quality of care provided meets client’s needs. Participates in client conferences as needed with clinical team.
- Participates in on-call rotation as assigned. During on-call, visit prospective clients/client’s homes at least monthly. Participates in client conferences as requested by supervisor.
- Analyzes, implements, and evaluates current and new services
- In conjunction with leadership, the Sales and Services coordinator ensures appropriate licensure and certification of operations as required.
- Performs other administrative tasks as assigned.
**Qualifications, Skills and Abilities**:
- Experience with client phone sales inquires
- Strong computer literacy, including proficiency in Microsoft Word, Excel, and PowerPoint.
- An additional asset is experience with programming google maps, and in using CRM systems.
- Ability and comfort to travel (Sidney to James Bay) as required to perform the work in the field, access to a reliable car, have a current, valid driver’s license and be insurable (travel averages 2 days per week, and mileage is paid)
- Comfortable and skilled in business networking, including initiating doing so
- Strong customer service skills, ability to build relationships and execute follow through for sake of relationships
- Able to work effectively and contribute within a team environment
**Work environment**:
- Typical office environment, automobile (extended time due to travel), community settings, referral source settings (may include standard office buildings, hospitals, residential settings).
- Estimated amount of travel: average 2 days per week.
- Walking, sitting, and standing with lifting not expected to exceed 15 pounds in weight (this would typically be carrying brochures or supplies for events/meetings, etc.).
- Work schedule is Monday to Friday 8am-4pm
- Our office serves seniors in Vancouver and surrounding communities, including Victoria, Colwood, Saanich, Sidney, James Bay & Oak Bay
- Job Types: Full time, Permanent
- Salary: $45,000-48,000 per year
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