Intake Sales and Marketing Lead

Job Location: Hybrid in Burlingame, CA, or Remote in United States (West Coast Preferred)

Job Schedule: Full-Time Exempt

Reports to: Director of Operations

Are you passionate about making a significant impact in the lives of the elderly? Join us at Sage Eldercare Solutions, where we're redefining eldercare with innovative solutions and compassionate care. We're a dynamic, diverse team dedicated to enhancing the lives of older adults through personalized care plans, advocacy, and a holistic approach to well-being.

Since our inception in 2001, we've been committed to understanding and meeting the unique needs of our clients. Our interdisciplinary team includes nurses, social workers, gerontologists, and therapy professionals, all working together to provide unparalleled care and support while upholding a culture of excellence. Serving San Francisco, San Mateo, Santa Clara, Marin County, Sonoma, Sacramento, Contra Costa, Alameda, Los Angeles, Orange County, and Seattle Counties.

What We Want:

We’re looking for an Intake Sales and Marketing Lead to enhance our client intake processes, drive sales through consultative approaches, and drive marketing operations to reach and support more families. This role is perfect for someone with a blend of clinical understanding, sales acumen, and marketing savvy, especially within the eldercare sector.

What You’ll Do:

Client Intake Management and Consultative Selling (70%)

• Field and manage new client inquiries, ensuring excellent communication and customer service, and owning the process from inquiries to signed service agreements.
• Serve as a Sage Subject Matter Expert and trusted advisor, conducting complimentary consultations for our prospective clients and qualified new inquiries and recommending the best outcomes for clients in our three service areas: Care Management, Home Care, and The Hummingbird Project therapeutic activity program.
• Create and document processes to streamline intakes and increase conversion rates.
• Data reporting and follow-up: Use our CRM (HubSpot) to generate reports and provide funnel metrics to department heads, tracking numbers such as leads, consultations, conversions, and website visits, and providing actionable insights.

Marketing Operations (30%)

• Utilize company and industry knowledge to collaborate with department heads on marketing strategies and to create content for marketing campaigns.
• Plan and coordinate the company’s participation in industry events, such as conferences, and support other eldercare-related marketing initiatives to enhance outreach and engagement.
• Ensure the CRM contact database captures new leads and is kept up to date.

Who You Are:

• Bachelor’s degree in Human Services or other related field.
• 3-5 years of experience working with aging adults and adults with cognitive or physical disabilities.
• In-depth knowledge of key aspects of the aging process, conditions affecting older adults and adults with disabilities, and a general knowledge of local eldercare resources.
• Excellent communicator, able to engage with clients and families empathetically.
• Professional experience in Sales, Marketing, or other metrics-driven, customer-facing roles (1 years of experience preferred).
• Prior experience fielding and converting new client consultations.
• Experience in a management or leadership role is a plus but not required.
• Commitment to maintaining the highest level of client confidentiality.
• High level of experience with office technology, including Microsoft Office Suite, G Suite, and CRM software (Hubspot experience is a plus).
• Local to the San Francisco Bay Area or located within the Pacific or Mountain time zones with the ability to travel to the Bay Area six times per year.
• Comfortable working and collaborating remotely.

Why Sage?

• Impactful work: Every day, we're improving the lives of older adults.
• Work-life balance: We prioritize the well-being of our clients and our team.
• Innovation and support: We value your ideas and foster a culture of learning.
• Medical, dental, vision, and FSA plans
• Employee Assistance Program
• 401(K) and 401(K) matching
• Employee Referral Program
• Year-end Cash Bonuses
• Annual pay increases
• Continuing Education
• Paid Holidays
• Paid Time Off

Compensation: This a salary-based position with an anticipated annual pay range between $80,000 – 85,000. Offered compensation will vary based on training, education, and experience. 

Application Deadline: March 15, 2024

Join us in transforming senior care. Apply now!