Client Services Specialist

Are you a relationship builder with a passion for senior care? Senior Helpers of Legacy Trail is looking for a driven and compassionate Client Services Specialist to join our growing team in Frisco. In this unique dual-focus role, you'll drive new client growth by building referral partnerships across our community while also overseeing client service operations – ensuring every client we serve receives exceptional, coordinated care. If you thrive on connecting with people, opening doors, and making a real operational impact, this is the role for you. Why Work for Senior Helpers of Legacy Trail? Great Place to Work® Certified Competitive Pay – $20.00–$23.00/hr based on applicable skills & experience Part-time position with a flexible, community-focused schedule Meaningful work – every client relationship you build changes a family’s life Locally owned agency based in Frisco – you’ll never be just a number here Career Growth – opportunity to grow into a senior leadership role as our team expands Collaborative team environment with direct access to ownership and leadership What Will Our Client Services Specialist Do? Business Development & Referral Generation Identify, develop, and maintain relationships with referral sources including healthcare professionals, hospitals, skilled nursing facilities, assisted living communities, rehabilitation centers, and senior living communities Schedule and conduct regular meetings with referral partners and community organizations – both private, public, and non-profit Develop and manage lead generation activities in alignment with established sales and marketing strategies Track, analyze, and report on lead generation, conversion rates, referral activity, and client acquisition metrics Conduct market research to identify new sales opportunities and stay current on industry trends Develop and execute marketing and outreach plans to promote Senior Helpers’ services to individuals, families, Veterans, and community organizations Attend and participate in networking events, trade shows, conferences, and community outreach programs to generate new clients Maintain and manage a CRM system to track activity and relationship history Client Services & Care Coordination Perform client assessments and coordinate with office staff to ensure timely client starts Lead and oversee daily client service operations, including scheduling strategy and care coordination, in alignment with organizational goals Evaluate client needs and determine appropriate care plans, service levels, and staffing approaches Ensure consistent execution of client onboarding, quality assurance touchpoints, and ongoing service evaluations Develop, implement, and continuously improve scheduling and service delivery strategies to optimize efficiency, client satisfaction, and operational performance Provide occasional direct client care coverage on an emergency basis (incidental and infrequent) Perform other duties as assigned We Would Like Our Client Services Specialist to Have These Minimum Qualifications: At least 3 years of experience in healthcare, home care, home health, case management, or social work – including new client generation, community outreach, and relationship management Demonstrated experience managing client relationships, generating new business opportunities, and supporting clients throughout the service delivery process Proficiency in Microsoft Word, Excel, Outlook, and the ability to learn new software quickly Bachelor’s degree preferred or equivalent work experience Valid Texas driver’s license with no serious violations, current auto insurance, and reliable transportation to travel throughout the service area Flexible availability including occasional evenings, weekends, and holidays as needed Must be able to successfully pass a background check and other pre-employment screening Healthcare, home care, or senior services experience: Required Business development, sales, or referral relationship management: Required Care coordination or scheduling experience: A plus CRM system proficiency: A plus Job Benefits: Competitive Pay – $20.00–$23.00/hr Flexible, Part-Time Schedule Mileage Reimbursement for client and community visits Meaningful, mission-driven work in your own community Supportive, locally owned agency environment About Senior Helpers: Senior Helpers of Legacy Trail is a locally owned and operated franchisee of SH Franchising, LLC dba Senior Helpers®, proudly serving Frisco, Little Elm, Aubrey, and surrounding areas. Senior Helpers® has been the nation’s premier franchisor of in-home senior care franchisees since 2005, with locations across the country. Our services range from specialized care for those with chronic diseases – including our signature Alzheimer’s and dementia LIFE Profile program – to companion services for seniors looking for assistance with daily activities. Our mission is to provide compassionate care and improve the quality of life for our clients, their families, and our employees. We are an independently owned and operated franchisee of SH Franchising, LLC dba Senior Helpers®. Senior Helpers® has been the nation’s premier franchisor of in-home senior care franchisees since 2005. Our mission is to provide compassionate care and improve the quality of life for our clients, their families, and our employees. We are proud to be an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, and local laws. #J-18808-Ljbffr Senior Helpers Parent Account