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customer support & client services managers jobs near sarasota, fl

Client Services Manager

Senior Helpers - Sarasota/Bradenton -
Sarasota, FL

Quick Apply

Job Details

Full-time
$55,000 - $65,000 a year
9 days ago

Benefits

Paid holidays
Paid time off
Opportunities for advancement

Qualifications

Customer follow-ups
Business development management
Home care experience
Customer records maintenance
Patient follow-up care
Customer communication
Care plan evaluation
Confidential information handling
Microsoft Excel
Customer relationship building
Client onboarding
Microsoft Outlook
Caregiving documentation requirements
Referral-based lead generation
Intake
Sales referrals
In-person customer service
Filing
Client file management
Clinical case management notes
Mid-level
Healthcare provider promotion
Working with seniors
Managing clients in a customer support role
Care planning in social services
Overseeing care coordination
Team training
Older adults
Client services
Customer engagement

Full Job Description

Client Services Manager

Senior Helpers of Sarasota/Bradenton

Senior Helpers is a national leader in in-home senior care, and our Sarasota/Bradenton office is expanding. We are seeking a Client Services Manager who can both develop strategic referral partnerships and support the day-to-day client services process — from intake and assessments to care plan development and caregiver coordination — working alongside our Client Services Director and care team. Preferred candidates already have an established referral network in the senior care/healthcare community and can bring that business with them; candidates without an existing network who have strong relationship-building skills and are ready to build one will also be considered.

The ideal candidate is comfortable building relationships with key referral partners — discharge planners, elder law attorneys, guardians, nurses, case managers, assisted living, independent living, and memory care communities, hospice teams, geriatric care managers and more— while also managing the client experience from first inquiry through ongoing care, including assessments, creating care plans, and matching caregivers.

Responsibilities

Business Development

Develop and grow referral relationships with hospitals, rehabilitation facilities, assisted living, independent living, and memory care communities, physicians' offices, elder law attorneys, guardians, nurses, case managers, financial advisors, and other senior-serving professionals throughout the Sarasota/Bradenton area
Represent Senior Helpers at community events, professional networking groups, and industry associations
Track outreach activity and referral source engagement, and report on business development progress
Contribute to local marketing and community outreach initiatives
Follow up with referral sources to ensure satisfaction with current clients

Client Services

Serve as the primary point of contact for new client inquiries, guiding prospective clients and families through the intake process with professionalism and care
Respond promptly to client, family, and prospect inquiries and log new leads in WellSky
Maintain and audit client files to ensure accuracy and ongoing compliance with state licensing requirements
Perform client assessments, reassessments, and LifeProfiles as needed
Develop and maintain client care plans, and log them in WellSky so caregivers can track tasks
Maintain accurate client records in WellSky, including bill rates, and communicate rates to the Scheduling Coordinator
Communicate regularly with caregivers on care plan updates, report requirements, and client introductions
Introduce caregivers to clients at the start of service or when a replacement caregiver is used
Assist with on-site training for new caregivers
Participate in the on-call rotation, including after-hours assessments and on-call support
Partner with the care team and Client Services Director to ensure a seamless transition from inquiry to service start
Uphold company customer service standards across all client and family interactions
Other duties as assigned

Qualifications

An established network of referral contacts and/or existing book of business in senior care, healthcare, or a related field within the Sarasota/Bradenton area is strongly preferred; candidates without an existing network but with strong relationship-building ability and initiative will also be considered
Experience in home care, senior living, or healthcare is a plus
Comfortable on a laptop and tech-savvy; proficient with Microsoft 365 (Outlook, Word, Excel); WellSky experience preferred but not required — training provided
Demonstrated ability to represent an organization professionally and build relationships in person
Excellent communication skills and strong follow-through
Willing and able to participate in an after hours on-call rotation,
Highly organized, self-directed, and results-oriented
Ability to handle sensitive information with discretion
Genuine compassion for seniors and families navigating care decisions

Compensation & Benefits

Salary range: $50,000–$65,000 annually (negotiable above this range for candidates who bring an established book of business and referral relationships)
Schedule: Monday–Friday, 9:00 AM–5:00 PM (salaried position)
Two weeks of paid time off in the first year, with increases based on tenure
Paid holidays, with full office closure
Health insurance stipend in lieu of an employer-sponsored plan (negotiable)
Opportunities for advancement within the client services team for strong performers
A supportive, collaborative office environment

Quick Apply

Refine Your Search

customer support & client services managers jobs in sarasota, fl

Client Services Manager

Base Coach

Call Center Manager

Call Center Supervisor

Service Manager

Membership Coordinator - Part Time

Member Experience Manager - New Gym Opening!

Operations Manager

Member Experience Manager

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