CRM Account Coordinator

About the Opportunity

We’re looking for a relationship‑driven CRM Account Coordinator to support our senior living, home health, and hospice partners by championing the Go High Level  CRM platform. Your mission is to build trust, drive adoption, and make the CRM simple and intuitive for everyday users. By ensuring accurate lead intake and consistent platform usage, you’ll directly influence our ability to track move‑ins and admissions across 200+ communities.

• Own Partner Onboarding: Lead new communities through Go High Level  setup and provide ongoing support to ensure long‑term success and adoption.
• Train on Lead Intake: Deliver simple, user‑friendly training sessions that help site‑level staff confidently capture and manage every potential client.
• Act as Technical Liaison: Translate partner needs to our internal Developer and ensure delivered workflows are practical and easy to use.
• Drive Adoption & Usage: Monitor partner activity, identify gaps, and provide proactive support to increase active usage and accurate admissions tracking.
• Build Trusting Relationships: Serve as the dedicated CRM partner, helping teams overcome tech hesitations while building rapport and confidence.
• Provide Continuous
  
  Education:
  
  Offer refresher trainings and ongoing check‑ins so CRM knowledge remains strong, even as staff changes.
• Ensure HIPAA‑Safe Practices: Reinforce compliant data entry and user workflows to protect patient and resident privacy.

• 3+ years in Account Management, Customer Success, or a relationship‑focused role.
• Experience in senior living, home health, or hospice (highly preferred).
• Familiarity with Go High Level  or similar CRM systems.
• Excellent communication and training skills — especially with non‑technical users.
• Ability to manage multiple accounts with exceptional attention to detail.

• Relationship‑Driven: You enjoy connecting with people and guiding them to success.
• Patient & Persistent: You create “aha” moments through encouragement, clarity, and consistency.
• Collaborative: You’re the bridge between technical teams and operational users.
• Results‑Oriented: You’re energized by increased adoption, accurate tracking, and seeing data reflect lives impacted.

As part of The Pennant Group
, our work is rooted in the CAPLICO core values —
Customer Second, Accountability, Passion for Learning, Love One Another, Intelligent Risk‑Taking, Celebration, and Ownership
. These values guide how we support our partners and build a culture of empathy, growth, and purpose.

We are committed to providing a competitive Total Rewards Package that meets our employees’ needs. From a choice of medical, dental, and vision plans to retirement savings opportunities through a 401(k) plan with company match and various other benefits, we offer a comprehensive benefits package. We believe in great work , and we celebrate our employees' efforts and accomplishments both locally and company wide, recognizing people daily through our Moments of Truth Program.

In addition to recognition, we believe in supporting our employees' professional growth and development. We provide employees a wide range of free e-courses through our Learning Management System as well as training sessions and seminars.

Hybrid Eagle,

The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets.

More information about The Pennant Group, Inc. is available at