Intake Coordinator (Remote)

Job Description Employment Type: Full-timeDepartment: SalesLocation: Remote (California preferred)About Us Two compassionate visionaries embarked on a transformative journey when Dee and Vanessa founded Care Indeed Home Health Care in the heart of the San Francisco Bay Area. Their mission was clear: to revolutionize the way care is delivered to seniors and individuals in need.Beyond home care services, they expanded into medical staffing, bridging the gap between healthcare facilities and skilled professionals. By actively listening to client needs, strategically recruiting dedicated caregivers, and leading with compassion, they have built a legacy centered on exceptional care. From adapting through the pandemic to implementing innovative training methods, Care Indeed continues to shape the healthcare landscape and improve the lives of elders, families, and caregivers.Position Overview The Intake Coordinator plays a vital role in the client acquisition process by serving as the first point of contact for potential clients and their families. This is a fully remote position , with a preference for candidates located in California to support collaboration with our team and client base.This energetic and proactive individual is responsible for identifying client needs, nurturing leads, and guiding families through the early stages of care. The Intake Coordinator manages inbound inquiries and conducts outbound outreach via phone, email, and digital platforms. They are also responsible for conducting virtual assessments, gathering key information, and scheduling consultations to ensure clients are matched with the appropriate level of care.With a strong focus on both client experience and performance , this role requires someone who can bring empathy, heart, and professionalism to every interaction while maintaining accurate data tracking and timely follow-up . The Intake Coordinator works closely with branch locations and internal teams to ensure a smooth transition from intake to ongoing care.Essential Duties and Responsibilities Handle and manage initial intake calls, converting qualified leads into scheduled assessments, including virtual assessments when appropriateProactively generate new sales opportunities through email outreach, cold calls, and social media engagementClearly articulate Care Indeed’s services and value while empathetically understanding client needsMeet and exceed intake targets, including conversion rates and performance metricsTrack, manage, and maintain accurate records of all leads, prospects, and clients within internal systemsEnsure timely follow-up and consistent communication throughout the intake processServe as a liaison between clients, assessors, care managers, and operations teams to ensure smooth transitionsCollaborate with internal departments to support seamless client onboardingGuide clients from initial inquiry through the start of care, ensuring a supportive and informed experienceCommunicate regularly with remote and on-call teams to coordinate care transitionsPrepare and review reports related to lead generation, conversion rates, and performance metricsProvide ongoing support to assessors and assist in transitioning clients to care coordinationPerform additional duties as assignedJob Conditions Fully remote, fast-paced work environmentHigh volume of phone and digital communicationProlonged periods of sitting and computer useMinimal physical requirementsQualifications Bachelor’s degree required (social work, psychology, counseling, gerontology, nursing, sociology, or related field preferred)At least one year of experience in healthcare, home care, or social servicesSales or client-facing experience strongly preferredExcellent written and verbal communication skillsStrong ability to assess client needs and provide appropriate recommendationsAbility to thrive in a fast-paced, metrics-driven environmentHigh attention to detail and strong organizational skillsCompassionate, patient, and client-focused approachPositive, solution-oriented mindsetComfortable working independently in a remote settingFlexibility to work beyond standard hours as neededWork Hours Monday – Friday9:00 AM – 5:30 PMEqual Opportunity Employer Care Indeed is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, age, sex, national origin, disability, veteran status, sexual orientation, gender identity, or any other protected status.Join Our Team Make an impact by joining a company at the forefront of in-home care. If you are passionate about helping others and thrive in a fast-paced, client-focused environment, we encourage you to apply.Apply at: https://careindeed.com/careersPhone: 650-563-8711Recognition Ranked by FORTUNE as one of the Bay Area’s 50 Best Places to Work in Aging Services, Care Indeed is proud to support a growing team dedicated to making a difference.