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15 days ago
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crm salesforce microsoft office care coordination documentation standards
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📋 Description

  • Lead consultations to assess client needs and readiness.
  • Translate needs into clear care plans.
  • Coordinate with scheduling and operations for reliable service delivery.
  • Conduct ongoing engagements, reassessments, and care plan updates.
  • Travel ~75% in SF area; evenings/weekends as needed.
  • Ensure accurate documentation and compliance throughout.

🎯 Requirements

  • 1+ year in consultative, client-facing role (healthcare/senior care).
  • Guide clients to decisions and drive measurable outcomes.
  • Strong relationship management; adapt to evolving needs.
  • Experience owning measurable client outcomes (conversion/retention).
  • Lead structured conversations (discovery, needs assessment, next steps).
  • Comfortable with CRM, docs standards, MS Office, Salesforce.

🎁 Benefits

  • Work with Honor's Owned & Operated (O&O) team.
  • Fast-paced environment blending hands-on impact with scale.
  • Influence operations, consultations, and care quality at scale.
  • Lead with purpose and make a meaningful impact.
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