Outbound Intake Advisor

For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes.

Essential Duties and Responsibilities:

• Build strong relationships with potential clients to provide “white glove” service while guiding them through the intake process.

• Conduct outbound client communications to reach out to potential customers via phone, email, and text.  During the conversation with the client, you will ask discovery questions to identify client needs, match clients needs with our services, qualify leads, and communicate with Regional Intake Managers to schedule assessments, conduct virtual assessments, and close clients.

• Manage the sales pipeline and track progress using Salesforce, maintaining accurate records of sales activities, customer interactions, and transactions.

• Demonstrate the ability to handle multiple priorities including outbound phone calls, text messages, emails, and live chat 

• Meet or exceed sales targets and KPIs.

• Share best practices and insights with team members to improve overall performance. Prioritize quick response times and expedite efficient intake activities across multiple locations within the region.

• Ensure timely and accurate data collection, entry, and documentation related to intake procedures.

• Leverage internal and external resources to generate new leads using Salesforce to maintain list and track disposition.

• Collaborate with various departments, including client success managers, operations, sales, and the call center, to streamline the intake process and address any challenges or bottlenecks.

• Serve as a point of contact for external partners, agencies, and stakeholders involved in the intake process, maintaining strong relationships and ensuring effective communication.

• Other duties as assigned

Required Skills, Education and Certifications:

• Bachelor’s degree in a related field or equivalent work experience.

• 3+ years previous experience at high-end inside sales / intake role, or equivalent experience, healthcare preferred.

• Excellent communication, interpersonal, and problem-solving abilities.

• Ability to multitask, prioritize, and work under pressure in a fast-paced environment.

• Flexibility to travel within the region as required.

Benefits for full time employees

• Medical/Dental/Vision Insurance
• TouchCare VirtualCare
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO Plan for Non-Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance
   

TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.

California Residents Only:

In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded.

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