Client Services Manager

Client Services ManagerSenior Helpers of Sarasota/BradentonSenior Helpers is a national leader in in-home senior care, and our Sarasota/Bradenton office is expanding. We are seeking a Client Services Manager who can both develop strategic referral partnerships and support the day-to-day client services process — from intake and assessments to care plan development and caregiver coordination — working alongside our Client Services Director and care team. Preferred candidates already have an established referral network in the senior care/healthcare community and can bring that business with them; candidates without an existing network who have strong relationship-building skills and are ready to build one will also be considered.The ideal candidate is comfortable building relationships with key referral partners — discharge planners, elder law attorneys, guardians, nurses, case managers, assisted living, independent living, and memory care communities, hospice teams, geriatric care managers and more— while also managing the client experience from first inquiry through ongoing care, including assessments, creating care plans, and matching caregivers.ResponsibilitiesBusiness DevelopmentDevelop and grow referral relationships with hospitals, rehabilitation facilities, assisted living, independent living, and memory care communities, physicians' offices, elder law attorneys, guardians, nurses, case managers, financial advisors, and other senior-serving professionals throughout the Sarasota/Bradenton areaRepresent Senior Helpers at community events, professional networking groups, and industry associationsTrack outreach activity and referral source engagement, and report on business development progressContribute to local marketing and community outreach initiativesFollow up with referral sources to ensure satisfaction with current clientsClient ServicesServe as the primary point of contact for new client inquiries, guiding prospective clients and families through the intake process with professionalism and careRespond promptly to client, family, and prospect inquiries and log new leads in WellSkyMaintain and audit client files to ensure accuracy and ongoing compliance with state licensing requirementsPerform client assessments, reassessments, and LifeProfiles as neededDevelop and maintain client care plans, and log them in WellSky so caregivers can track tasksMaintain accurate client records in WellSky, including bill rates, and communicate rates to the Scheduling CoordinatorCommunicate regularly with caregivers on care plan updates, report requirements, and client introductionsIntroduce caregivers to clients at the start of service or when a replacement caregiver is usedAssist with on-site training for new caregiversParticipate in the on-call rotation, including after-hours assessments and on-call supportPartner with the care team and Client Services Director to ensure a seamless transition from inquiry to service startUphold company customer service standards across all client and family interactionsOther duties as assignedQualificationsAn established network of referral contacts and/or existing book of business in senior care, healthcare, or a related field within the Sarasota/Bradenton area is strongly preferred; candidates without an existing network but with strong relationship-building ability and initiative will also be consideredExperience in home care, senior living, or healthcare is a plusComfortable on a laptop and tech-savvy; proficient with Microsoft 365 (Outlook, Word, Excel); WellSky experience preferred but not required — training providedDemonstrated ability to represent an organization professionally and build relationships in personExcellent communication skills and strong follow-throughWilling and able to participate in an after hours on-call rotationHighly organized, self-directed, and results-orientedAbility to handle sensitive information with discretionGenuine compassion for seniors and families navigating care decisionsCompensation & BenefitsSalary range: $50,000–$65,000 annually (negotiable above this range for candidates who bring an established book of business and referral relationships)Schedule: Monday–Friday, 9:00 AM–5:00 PM (salaried position)Two weeks of paid time off in the first year, with increases based on tenurePaid holidays, with full office closureHealth insurance stipend in lieu of an employer-sponsored plan (negotiable)Opportunities for advancement within the client services team for strong performersA supportive, collaborative office environment