Remote Weekend Client Intake Specialist at Senior Helpers - Petersen-Smith Parent
Remote Weekend Client Intake Specialist job at Senior Helpers - Petersen-Smith Parent. Montana. Job Title Remote Weekend Client Intake Specialist Location Requirement This is a remote position, but applicants must reside in South Carolina, North Carolina, or Ohio. Schedule Requirement This is a weekend-only position.
About the Role
We’re looking for a proactive and driven Client Intake Specialist to join our team on weekends. In this remote, weekends-only role, you’ll be the first point of contact for prospective clients seeking in-home care services. You’ll manage a high volume of inbound leads, guide them through the intake process, and help set the stage for our care team to take the next steps.
Key Responsibilities
Lead Management
- Make 50-60 outbound follow-up calls per day to leads from platforms such as A Place for Mom and
- Manage relationships with prospects through consistent follow-up, even over long lead cycles (up to 12 months)
- Follow up on weekend social media inquiries and geofenced ad responses Appointment Setting
- Pre-qualify leads during intake calls to determine service eligibility
- Schedule assessments for qualified leads and maintain accuracy in scheduling CRM & Administrative Support
- Accurately update Well Sky and Hub Spot with lead status, call notes, and appointment details
- Collaborate with weekday team to ensure seamless handoff and ongoing follow-up
- Handle rescheduling, cancellations, and urgent weekend inquiries promptly Skills & Qualifications
- Strong phone-based sales or client intake experience
- Comfortable managing 50-60 calls per day
- Prior experience in home care, healthcare intake, or lead generation preferred
- Familiarity with Hub Spot or similar CRM systems (training provided)
- Basic understanding of social media platforms and lead handling
- Must be available and reliable on weekends (Saturday & Sunday only) Tools You’ll Use
- CRM Systems Well Sky, Hub Spot
- Communication Microsoft Teams, Clarity (phone system)
- Email Microsoft Outlook Ideal Candidate Traits
- Detail-oriented and highly organized
- Friendly, confident communicator with a customer-first mindset
- Comfortable handling objections and guiding client conversations
- Self-motivated and able to work independently during weekend shifts Performance Expectations
- Daily Calls 50-60
- Assessments Booked 15-20 per weekend
- Lead Response Time Respond to hot leads within 15 minutes
- CRM Accuracy Consistently updated with correct and timely data First 90 Days Goals
- Complete training in Well Sky and Hub Spot
- Develop a strong process for weekend lead follow-up and appointment scheduling
- Fully integrate into the intake team with reliable weekend performance
- Ensure timely communication with the weekday sales and intake teams This is a great opportunity for someone seeking consistent weekend remote work while making a meaningful impact by supporting families in need of home care services. If you're organized, energetic, and love connecting with people—we'd love to meet you. #J-18808-Ljbffr Apply To This Job Apply To this Job Apply To This Job Apply To this Job