Remote Customer Service Representative

Client Intake & Growth Coordinator

The Client Intake & Growth Coordinator owns the front door of Atlas Home Health. You will be the first point of contact for families exploring care for a loved one. Your responsibility is to respond quickly, build trust, ask the right questions, and convert inquiries into scheduled consultations with leadership. This role directly impacts company growth. If you are confident on the phone, organized with follow-up, and motivated by results, this is an opportunity to grow inside a high-performing healthcare organization.

Atlas Home Health is a California licensed provider of high-quality home caregiving and nursing services tailored to private clients and individuals with long-term disabilities in Napa, CA. We are committed to delivering exceptional, personalized care that promotes comfort, dignity, and independence. Our team is passionate about making a meaningful difference in the lives of others.

• Respond to inbound phone, web, and referral inquiries quickly and professionally
• Conduct initial intake conversations with families to understand needs
• Build trust and confidence during emotionally sensitive conversations
• Schedule qualified consultations for leadership
• Manage outbound follow-up calls, emails, and text touchpoints
• Maintain accurate documentation in CRM systems (Salesforce, Mailchimp, etc.)
• Track and report key metrics including appointment set rate and follow-up cadence

• Support caregiver recruiting efforts, including screening and scheduling interviews
• Assist with onboarding documentation and compliance tracking
• Coordinate scheduling adjustments and communicate updates to families and caregivers
• Support leadership with administrative and operational tasks as needed

In the first 90 days, you will:

• Respond to all new leads within target time frames
• Confidently conduct intake calls without supervision
• Consistently convert qualified inquiries into scheduled appointments
• Maintain clean, organized CRM records
• Demonstrate professionalism with high-net-worth and private-pay families

• Are comfortable speaking on the phone for several hours per day
• Enjoy persuading and guiding people toward decisions
• Are organized and disciplined with follow-up
• Stay calm in emotionally sensitive situations
• Are motivated by measurable performance outcomes
• Thrive in a small, fast-moving organization

• Bachelor's degree preferred (Business, Healthcare Administration, Public Health, Communications, or related field)
• 13 years of experience in consultative sales, admissions, intake coordination, recruiting, or client conversion roles, with demonstrated success meeting measurable performance targets (appointments set, conversion rate, or revenue goals)
• Strong verbal communication skills
• Comfort with CRM systems and Microsoft Office
• High integrity and professionalism

• $25 $ 30/hour ($52, annually)
• Up to 10% discretionary performance bonus
  - Performance bonus tied to measurable outcomes including lead response time, appointment set rate, and qualified consultation conversion
• 3 weeks PTO + California Sick Time
• Medical, dental, and vision coverage
• 401(k) with up to $1,000 employer match
• Paid training and mentorship
• Opportunity for expanded scope and advancement based on performance

• Own a revenue-critical function
• Gain direct exposure to healthcare operations and leadership
• Build real-world communication and business skills
• Contribute meaningfully to a growing organization