Intake and Outreach Manager

Job description

IS THIS YOU?

• Passionate about professional and personal excellence
• Driven by an inner sense of purpose to impact others in the world
• Pro-active, innovative, and dedicated expert in your own unique area
• Driven by a collaborative, whatever-it-takes, get-it-done mindset

THIS IS US - OUR CORE VALUES: At Caring for Family of Companies, we’re not just creating careers—we’re inviting you to be a part of something groundbreaking, filled with meaning and purpose.

We are known for our:

• NEXT LEVEL CARE - Our expansion and growth is driven by our commitment to delivering exceptional care to those who need it most.
  
  It's our goal to touch as many lives as possible.
• PURPOSE AND EXCELLENCE - We are dedicated to creating invigorating and purpose-filled careers for our team of world-changers, where respect, collaboration, and excellence are at the core.
• TEAMS OF TALENTED CONTRIBUTORS - We pride ourselves on creating opportunities for each individual to contribute and make a real impact.
• FAMILY-LIKE SUPPORT - As a family-owned and family-focused in home care company, we cultivate teams of mission-focused experts who embody our vision and culture and provide joyful support to those we serve.

If you’re eager to join a thriving company that values your unique drive and dedication as a Sales and Account Manager, EASY APPLY NOW - and join us in setting a higher standard for in-home senior care! Learn more about how we’re raising the bar in new ways in this quick 2-minute video at: .

ROLE HIGHLIGHTS - What to expect as a Sales and Account Manager

In this role, you're the outward face of the branch, spearheading sales, creating partnerships, nailing business development goals, and networking.

You’ll also onboard new Clients, providing outstanding customer service and careful documentation.

You will have a specialized focus in the following areas:

• Performance Driven Bonuses!
• Grow business, focusing on existing market expansion, while developing a robust pipeline of referral partners
• Lead business expansion efforts, with a focus on healthy payor mix and diversification - with a focus on the right kind of business
• Travel regularly for relationship management to build trust with community referral sources and expand the Company’s reach.
• Serve as an ambassador for the Company, networking with referral sources to procure new revenue streams, including APD Case Managers, Social Workers, Nursing Facilities, VA Case Managers, Hospital Discharge Planners, Hospice Administrators, Urgent/Emergency Care Physicians, Insurance Brokers, Attorneys, etc.
• Network with community engagement organizations and brokerage agencies
• Document, monitor, analyze, track, update, and report on the generation of new revenue sources using CRM.
• Intake new Clients during the initial in-home consultation.
• Secure Client Services Authorizations and tracking expirations to ensure all billed hours are collectable.
• Develop robust and comprehensive Care/Service Plans to provide customized care for each Client, according to their individual needs, preferences, and Payee scope of authorized/allowable services.
• Manage relationships with both Prospect and Current Clients and their families.
• Maximize profitability and growth while adhering to Oregon Administrative Rules, Federal, and State laws

Requirements

ROLE QUALIFICATIONS - What we look for:

Self Motivated, Go Getter, Pro-Active Mentality

• Ability to take initiative and work independently
• Display a results-driven, goal-oriented approach
• Thrive working in a fast-paced, growth-oriented, deadline-driven team environment

Working Not Just Harder ...

But Also Smarter

• Cherish innovation
• Have a high value for streamlined process and efficiency
• Possess intuitive.
  
  strategic, and organized project management skills
• Demonstrate outstanding attention to detail, ability to maintain accurate records, project management, documentation, organizational, and planning skills.
• Excel at time management, with ability to handle multiple tasks in a fast-paced, deadline-driven environment, prioritizing tasks based on importance

Uncompromising Character

• Exuberantly positive approach with no room for excuses
• A solution-oriented, positive change agent
• Cultural contribution - You echo the Company's overall goals, mission, and objectives - while also bringing your own positive values to the table.
• Demonstrated sense of warmth, welcome, and professionalism
• Commitment to excellence
• Strong commitment to compliance
• Penchant for accuracy, attention to detail and organization

Next Level Professionalism

• Experience handling highly confidential and sensitive information.
  
  - and/or -knowledge of best practices for handling PHI as governed by HIPAA
• Mature interpersonal, discretion, and judgment skills

Communication

• Ability to articulate orally and in writing with respect, clarity, and consistency, providing frequent communication and relaying updates regularly
• Excellent written and oral communication and fluency in English

Collaboration

• Proven ability to work both independently and integrally as a part of a team, in a respectful and from a posture of Let's do this ...
  
  together!

Tech Savvy

• Proficient in Microsoft Suite (Word, Excel, Sharepoint, Outlook)
• Proficient with technology, software, and electronic devices

EDUCATION AND SPECIALIZED EXPERIENCE REQUIRED:

Specialized experience with the following:

• At least 3 years of Client-focused sales, account management, or healthcare experience
• Experience working with a CRM or lead tracking database

Educational requirements:

• Prefer bachelors or Masters in Business, Management, or Economics

Benefits

WELLNESS PORTFOLIO - It's Our Honor to Provide Wraparound Support, Including:

• TIME TO RECHARGE - Paid Time Off and Paid Holidays
• ABILITY TO THRIVE - Health, Dental, and Vision insurance: Up to 100% company contribution to plan premium for Employee, PLUS contribution for Dependents
• INVESTING IN YOUR FUTURE - 401K Retirement Program - with Employer Match
• PROVIDING FOR THOSE YOU LOVE - Company Paid $25,000 Life Insurance Policy
• HELP FOR HARD TIMES - No-Cost Employee Assistance Program - including mental health counseling sessions, financial coaching, provider referrals, and childcare resources - available 24/7
• CARE FOR YOUR COMPANIONS - Pet Insurance – peace of mind that your pets will have the care they need
• CAREER ELEVATION - Professional Development – ongoing education, wraparound support, and leadership coaching
• VIP TRAINING - A Next-Level, Comprehensive Training and Orientation Week
• UNBEATABLE CULTURE - A Family-First, Family-Focused Culture – and a supportive team to work alongside!

Required Skill Profession

Other Management Occupations