In-Home Care & Referral Specialist

Description

Why this role exists

Care Works Health Services aims to add $800?

K–$1?

M in new private-pay revenue and expand its referral footprint across Orange County’s senior-living communities, hospitals, and long-term-care (LTC) insurers. The role converts high-quality referrals into long-term, high-retention clients.

4–12-Month Performance Objectives:
Priority outcome
- Success target
- Time-frame

• Generate billable hours:
  Add approx 120 net new billable hours every month after 12-wk ramp-up by Months: 4–12
• Referral velocity:
  Capture 8–10 qualified referrals / week by Months 4 and onward
• Conversion rates: =50% of referrals advance to in-home assessments, 50% should sign, averaging 25 billable hours per new client by Month 4 onward
• Referral network relationships:
  Add 8-10 new partners each month and manage relationships
  - Continuous
• Retention & satisfaction: 97% clients say on for at least 90 days or longer

The Day to Day Duties Operating Rhythm

Daily (M-F):

• See 75 "faces"/wk via drop-ins to referral sources,
• Make 10-20 phone calls to referral sources, email, answer inquiry calls
• Log 100 % of activity notes in Well Sky/Clear Care CRM before EOD.
• Triage inquiry calls and make calls to prospects and schedule assessments.

Weekly

• One in-office day for territory, prospect & referral-source planning.
• Perform 4-5 on-site consults/assessments; sign 2+ new clients / week.
• Host 1 lunch-and-learn
• Review funnel metrics and next-week plan with leadership.

Monthly / Quarterly

• Analyze pipeline, hour-growth, conversion KPIs; reset goals.
• Attend industry mixers / sponsor community events (self-approved up to $250/mo).

Success KPIs

• 120 net new billable hours / mo (after ramp-up).
• =?75 face-to-face touches / wk.
• 8-10 referrals per week to 4-5 assessments to 2+ signed clients / wk.
• 10 new referral sources / mo.
• 97%+ client retention at 90 days.
• CRM notes: 100?% same-day entry.

Tools & Resources

• Leads are provided
• Well Sky/Clear Care CRM
• G-Suite & Slack
• Company laptop, smartphone, mileage reimbursement

Typical Challenges

• Crowded OC home-care market
• Private-pay & LTC payer complexities
• Ever-changing discharge or care start timelines
• Traffic across Orange County
• There will be after-business hours and weekend assessments.

Decision Latitude:
Decision & Authority

• Pricing / discounts:
  Approve within rate schedule
• Service start & hours:
  Full authority at sign-up
• Territory planning:
  Self-directed
• Event sponsor ships:
  Up to $250/mo without extra approval

Compensation & Benefits

• Competitive base salary
• Scalable commission:
  After 400 weekly billable hours, earn $0.50–$1.00 per additional hour (from your referrals, in house leads don't count)
• Bonuses:
  Three tiers based on first-month hours per new client
• Mileage reimbursement, laptop, phone
• 50?% employer-paid medical, 100?% dental, concierge doctor membership
• 10 days PTO + 6 holidays
• Professional-development membership

Mission Impact

By adding predictable, high-quality billable hours and nurturing trusted referral relationships, you’ll directly drive Care Works toward its $800?

K–$1M revenue goal, empowering caregivers to deliver exceptional, relationship-centered care to Orange County seniors.

Requirements

Must-Have Qualifications

• MSW degree
• 3+ yrs healthcare sales / outreach success
• Valid CA DL + reliable transport
• CRM proficiency (Well Sky/Clear Care preferred)
• Empathy, resilience, consultative-selling skills

Nice-to-have:

• OC referral network
• Gerontology / geriatric certifications
• LTC-insurance fluency