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