Administrator - Sales & Client Services
4 days ago
Administrator - Sales & Client Services
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 9am-3:15pm or M-Th 8:30am-4:30pm
- Our office serves seniors in Vancouver and surrounding communities, including Victoria, Colwood, Saanich, Sidney, James Bay & Oak Bay
- Job Types: Part time
- 32 hours a week, Permanent
- Salary: $40,000-42,000 per year
1YF4o1y3Td
-
Sales Administrator
2 weeks ago
Victoria, Canada SSI Full time**About the Opportunity** SSI is a global Software Company servicing the needs of the Off-shore and Marine industries all over the globe for over 30 years. We are proud to offer a fully inclusive culture and workplace welcoming ALL people with relevant skills and experience to our flat organizational structure, working with self-directed teams using Agile...
-
Sales and Service Coordinator
2 weeks ago
Victoria, Canada Harbour Door Services Ltd Full timeSales & Service Coordinator Position Overview The Sales & Service Coordinator is responsible for providing administrative and coordination support to the sales and operations functions at HDS. This role ensures that quotes are accurate and complete before being delivered to customers, maintains visibility into the sales pipeline, and coordinates the...
-
Client Service Administrator
2 weeks ago
Victoria, Canada Fisgard Asset Management Full time**About Fisgard** Fisgard Asset Management Corporation is a growing, dynamic, and client focused Mortgage Investment Corporation and Exempt Market Dealer. Locally rooted in Victoria, BC, Fisgard has been steadfastly serving clients since 1994. The name we bear is inspired by the iconic Fisgard Lighthouse symbolizing security, stability, and vision. Our...
-
Sales Administrator
5 days ago
Victoria, Canada Motion LP Full time**Consider joining us as a Sales Administrator if**: You have worked in customer service or in an office environment, responding to competing demands and prioritizing tasks. You have high attention to detail, strong organizational skills, and a willingness to help wherever and whenever you are needed. You can foster relationships with colleagues,...
-
Sales Administrator
5 days ago
Victoria, Canada Polaron Solartech Corp. Full time**About the Role** We're looking for a detail-oriented **Sales Administrator** to support our fast-growing solar sales team in Victoria. You’ll be the organizational backbone—managing calendars, confirming meetings, updating reports, and keeping our CRM systems spotless. You’ll also play an active role in business development, contractor coordination,...
-
Sales Administrator
4 weeks ago
Victoria, Canada Motion Full timeConsider joining us as a Sales Administrator You have worked in customer service or in an office environment, responding to competing demands and prioritizing tasks. You have high attention to detail, strong organizational skills, and a willingness to help wherever and whenever you are needed. You can foster relationships with colleagues, professionals, and...
-
Entry Level Sales Representative
4 weeks ago
Victoria, Canada Pinnacle Sales Full time*About Us*At Pinnacle Sales, we bring awareness, messaging and brand image to the community on behalf of our clients. We utilize tried-and-tested acquisitions techniques to build meaningful connections and create sustainable revenue streams to exceed targets. Our results oriented approach facilitates our clients’ growth and, as they grow, our expansion...
-
Portfolio Administration
3 weeks ago
Victoria, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Portfolio Administrator in Victoria. The role involves providing effective client service support, coordinating business development activities, and supporting Relationship Managers. Candidates should have a University Degree in Business or related fields, strong client service skills, and at least two years of...
-
Branch Office Administrator — Client Services
3 weeks ago
Victoria, Canada Edward Jones Full timeA financial services firm in Victoria is seeking a Branch Office Administrator to provide administrative support to financial advisors. The ideal candidate will excel in client service, account management, and technology use. This role offers comprehensive training and a supportive work environment, aiming to improve client experiences. Applicants should...
-
Inside Sales Administrator
5 days ago
Victoria, Canada Troy Life & Fire Safety Ltd. Full timeOur Victoria, BC team is looking for an enthusiastic Inside Sales Administrator who will support our BC sales workload and administration. **Responsibilities**: - Accountable for administration and overall support to Branch Managers and the System Sales personnel - Complete data management processes; filing and uploading documentation into ERP system -...