Inside Sales Representative - Trusted Advisor & Digital Lead Desk

Inside Sales Representative

About BlueDot Cares

Every family we serve is making the hardest decision of their life how to care for the person who raised them. We don't take that lightly, and we don't do this work the typical way.

BlueDot Cares is a Charlotte-based senior care company building the dominant home care and senior placement brand in the Carolinas. We run a dual-service model in-home non-medical care and senior living placement under one roof, which means 2x the revenue per family relationship of any single-service competitor. We're scaling from one market to 100 over the next decade. Chapel Hill/Durham is the next flagship territory. You're joining early.

The Opportunity

We are hiring an Inside Sales Representative to work out of our Charlotte headquarters and cover three markets Charlotte, Chapel Hill, and Durham by phone, email, and mail. You will run two parallel plays:

Trusted Advisor Outbound build and nurture a book of referral partners (elder law attorneys, financial advisors, CPAs, geriatric care managers, hospital discharge planners, hospice liaisons, senior living sales directors). You get their families a warm, professional resource; they get peace of mind that their clients are taken care of.

Digital Lead Desk work the inbound home care leads from A Place for Mom and the inbound home care and placement leads from Google. These leads are time-sensitive speed and empathy win the family. (APFM placement leads are routed to field advisors, not this desk.)

You will not be cold-sourcing lists. Our Clay.com operation delivers you a curated, enriched target list with phone numbers, email addresses, practice focus, and conversation hooks. You call, you log, you follow up.

What You'll Do Daily

Outbound dialing via Dialpad call the trusted advisor list Clay delivers to your queue each morning. Target: 4060 dials/day.

Work inbound digital leads APFM home care leads and Google home care + placement leads. First-touch within 5 minutes of lead drop. Qualify, book the consult, or convert to a home care start or placement.

Log everything in Zoho CRM every call, every email, every note, every next step. If it's not in Zoho, it didn't happen.

Hand-off to field advisors when a trusted advisor's client needs an in-home assessment or community tour, you warm-transfer to the local Senior Care Advisor or Placement Advisor.

What You'll Do Weekly / Bi-Weekly

Literature drops send referral partners physical and digital drip collateral (dementia care guides, essentiALZ caregiver certification info, VA benefits one-pagers, home care and placement service overviews). Weekly for priority accounts, bi-weekly for the long tail.

Pipeline hygiene every Friday, clean your Zoho pipeline, update next-action dates, and surface accounts that have gone cold.

Territory reviews 1:1 with Tri Smith (Operations Manager) to review activity, pipeline, and conversion by territory.

Performance Expectations (Month 4)

6 new home care starts/month from APFM + Google

2 closed placement moves/month from Google

4060 outbound dials/day

5-minute response SLA on inbound digital leads

100% activity logged in Zoho CRM

Tools You'll Use

Dialpad, Zoho CRM, Clay.com, A Place for Mom portal, Google Ads lead forms, Google Workspace.