What are the responsibilities and job description for the In-Home Care Sales Rep/ Liaison position at Careworks Health Services?
Description
Why this role exists
CareWorks Health Services aims to add $800?K–$1?M in new private-pay revenue and expand its referral footprint across Orange County’s senior-living communities, hospitals, and long-term-care (LTC) insurers. The role converts high-quality referrals into long-term, high-retention clients.
4–12-Month Performance Objectives: Priority outcome- Success target- Time-frame
- Generate billable hours: Add approx 120 net new billable hours every month after 12-wk ramp-up by Months: 4–12
- Referral velocity: Capture 8–10 qualified referrals / week by Months 4 and onward
- Conversion rates: =50% of referrals advance to in-home assessments, 50% should sign, averaging 25 billable hours per new client by Month 4 onward
- Referral network relationships: Add 8-10 new partners each month and manage relationships- Continuous
- Retention & satisfaction: 97% clients say on for at least 90 days or longer
The Day to Day Duties Operating Rhythm
Daily (M-F):
- See 75 "faces"/wk via drop-ins to referral sources,
- Make 10-20 phone calls to referral sources, email, answer inquiry calls
- Log 100 % of activity notes in WellSky/ClearCare CRM before EOD.
- Triage inquiry calls and make calls to prospects and schedule assessments.
Weekly
- One in-office day for territory, prospect & referral-source planning.
- Perform 4-5 on-site consults/assessments; sign 2 new clients / week.
- Host 1 lunch-and-learn
- Review funnel metrics and next-week plan with leadership.
Monthly / Quarterly
- Analyze pipeline, hour-growth, conversion KPIs; reset goals.
- Attend industry mixers / sponsor community events (self-approved up to $250/mo).
Success KPIs
- 120 net new billable hours / mo (after ramp-up).
- =?75 face-to-face touches / wk.
- 8-10 referrals per week to 4-5 assessments to 2 signed clients / wk.
- 10 new referral sources / mo.
- 97% client retention at 90 days.
- CRM notes: 100?% same-day entry.
Tools & Resources
- Leads are provided
- WellSky/ClearCare CRM
- G-Suite & Slack
- Company laptop, smartphone, mileage reimbursement
Typical Challenges
- Crowded OC home-care market
- Private-pay & LTC payer complexities
- Ever-changing discharge or care start timelines
- Traffic across Orange County
- There will be after-business hours and weekend assessments.
Decision Latitude: Decision & Authority
- Pricing / discounts: Approve within rate schedule
- Service start & hours: Full authority at sign-up
- Territory planning: Self-directed
- Event sponsorships: Up to $250/mo without extra approval
Compensation & Benefits
- Competitive base salary
- Scalable commission: After 400 weekly billable hours, earn $0.50–$1.00 per additional hour (from your referrals, in house leads don't count)
- Bonuses: Three tiers based on first-month hours per new client
- Mileage reimbursement, laptop, phone
- 50?% employer-paid medical, 100?% dental, concierge doctor membership
- 10 days PTO 6 holidays
- Professional-development membership
Mission Impact
By adding predictable, high-quality billable hours and nurturing trusted referral relationships, you’ll directly drive CareWorks toward its $800?K–$1M revenue goal, empowering caregivers to deliver exceptional, relationship-centered care to Orange County seniors.
Requirements
Must-Have Qualifications
- MSW degree
- 3 yrs healthcare sales / outreach success
- Valid CA DL reliable transport
- CRM proficiency (WellSky/ClearCare preferred)
- Empathy, resilience, consultative-selling skills
Nice-to-have:
- OC referral network
- Gerontology / geriatric certifications
- LTC-insurance fluency
Salary : $70,000 - $75,000