Inside Sales Specialist
Fueled by a real understanding of today’s challenges, HouseWorks is committed to a fundamental re-imagining of what it means to age. With over 20 years of operating experience, we have built a replicable service prototype, developed profitable, long-standing referral relationships, and created an innovative brand that positions us to serve the future customer. HouseWorks has grown to be one of the largest single-site private home care companies in the country and is dedicated to improving the health and well-being of its employees and the people it serves.We are embarking on an exciting new growth chapter that focuses on client service excellence, caregiver engagement, technological innovation, and growth in new markets.
The Opportunity
We are a mission-driven organization that is dedicated to improving the lives of seniors as they age. We are passionate about what we do -- providing seniors and their families with a comprehensive, vetted and coordinated in-home service network that is high-touch, tech-enabled, compassionate and extremely well managed. We are in the exciting and dynamic home healthcare industry. Our market opportunity is large and growing as the baby boomers age and the home increasingly becomes the epicenter for care as consumers demand convenience and lower-cost solutions.
Job Summary:
The Home Care Intake Specialist serves as the first point of contact for families seeking care, providing a compassionate and professional introduction to our services. This role is responsible for promptly following up on inbound leads across multiple channels, guiding clients through the intake process, and ensuring their needs are thoroughly assessed and addressed. The Intake Specialist balances empathy with consultative sales skills, clearly explaining the benefits of our services while answering questions with confidence and care. They will conduct comprehensive assessments, educate clients on eligibility and care options, and maintain accurate documentation within HubSpot. By collaborating closely with internal teams and healthcare professionals, the Intake Specialist ensures that clients and caregivers receive timely, accurate information and a seamless experience from first contact through onboarding.
Essential Duties and Responsibilities:
- Proactively and promptly follow up on inbound leads via phone, email, SMS, and other channels.
- Serve as the first point of contact for families seeking home care services, balancing empathy and consultative salesmanship.
- Professionally explain the advantages of our home care services and address questions with confidence and care.
- Guide clients through the process of obtaining home care services, offering assistance and support every step of the way.
- Thoroughly and accurately document all interactions in HubSpot CRM and maintain organized records of each lead’s status and next steps.
- Answer incoming calls from clients, caregivers, and healthcare professionals, addressing inquiries and providing information about available services.
- Conduct comprehensive initial assessments to evaluate clients' healthcare needs and determine the appropriate level of care required.
- Collaborate with internal teams to stay informed of updates and changes, providing quick and relevant information to clients and stakeholders.
- Educate clients on the eligibility criteria for home care services, explaining their options and helping them make informed decisions about their care.
- Other duties as assigned
- Minimum of 1 year of experience in home care intake or enrollment processes.
- Exceptional communication and interpersonal skills, with the ability to effectively interact with clients and stakeholders.
- Highly organized, detail-oriented, and capable of managing multiple tasks efficiently.
- Proficiency in Microsoft Office applications and experience with HHA Exchange software.
- Understanding of home care services, insurance verification processes, and enrollment procedures.
- On-site Woburn- In office 4 days a week
- 401k
- Medical, Vision & Dental Insurance
- PTO, Sick Time, Floating Holidays
HouseWorks is an Equal Opportunity Employer. We do not discriminate against race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability or genetic information.