Remote Weekend Client Intake Specialist Job at Senior Helpers - Petersen-Smith Parent, Montana

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  • Senior Helpers - Petersen-Smith Parent
  • Montana

Job Description

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 150–200 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 150–200 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: 150–200 * Assessments Booked: 25–30 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.

Job Tags

Part time, Immediate start, Shift work, Sunday, Saturday, Weekday work,

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