Position Summary:

The Client Services Marketing Assistant role is an essential part of the Client Services Team.

This is an in-office position located in Rockville, MD with salary plus performance bonus.

In this role, the successful candidate will be responsible for two core areas of Client Services:

Client Consultation and Community Outreach.

In the first part of the role, the Client Services Assistant will advise clients and / or their families on the care consultation and onboarding process, making sure that the clients and their families are assured at each step of the journey.

In the second part of the role, the Client Services Assistant will be responsible for assisting with promoting the company in the community to increase awareness build a referral network in the territories.

Core responsibilities:

• Meet sales targets by building relationships with and advising prospective clients and their families.
• Conduct the consultation at the clients home to inform the clients and their families of the process. Meet with the clients and their families to explain services, how we can best help them, and onboard them with the company.
• Respond with timely, clear, and concise communication to all client inquiries.
• Ensure Client onboarding process is completed as per process guidelines.

Work with the Client Services Team to:

• Research, define and execute innovative ways to meet new and future clients’ needs.
• Represent the company at events, networking groups and other community settings.
• Identify, build, and maintain relationships with referral providers, health care professionals and senior care professionals.
• Visit key identified referral providers using a territory call cycle that has been developed and is constantly refreshed based on market analysis sales plans.
• Diligently prepare for each call or visit to ensure successful outcomes.

Support responsibilities:

• Ensure client onboarding and community outreach processes are followed diligently.
• Timely data entry into company systems.
• Build strong relationships with all company stakeholders: Referral providers, Clients, Admin staff, Caregivers.
• Support company values and goals.
• Create and deliver presentations internally and externally.
• Facilitating introductions between caregivers and clients and delivering necessary supplies and documents to client’s homes.
• Assisting with other key operations activities as well as quality assurance calls and visits to our clients, maintaining, updating, and tracking information in company databases with client information, managing follow-ups promptly, preparing the necessary paperwork for consultations and training, and assist with responding to and resolving client calls and/or concerns.

Job Type: Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• Weekends as needed

Ability to Relocate:

• Rockville, MD: Relocate before starting work (Required)

Work Location: In person