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.
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