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Drive customer satisfaction and retention through proactive daily outreach, CRM data management, onboarding coordination, escalation handling, process improvement, and cross-functional collaboration with sales, support, and clinical teams to ensure timely, efficient homecare service delivery.

Handle high-volume inbound/outbound calls to assess eligibility, qualify prospective families, and convert leads into appointments. Maintain records in HubSpot, meet sales KPIs, collaborate cross-functionally, and ensure compliance with healthcare regulations while delivering empathetic customer service.

Manage day-to-day customer success operations: maintain CRM data, coordinate onboarding and renewals, generate reports, create documentation, prioritize tasks and escalations, support cross-functional teams, and identify process improvements to enhance customer experience.

Serve as primary contact for prospective and current clients, assess needs, guide onboarding, document interactions, escalate issues, coordinate with internal teams, and improve workflows while managing high-volume communications.

Manage family intake and onboarding operations, maintain CRM records, coordinate onboarding/renewals, generate engagement/retention reports, handle escalations, document workflows, and collaborate with sales, clinical, and product teams to improve customer success processes.

Own onboarding, outreach, and retention for homecare customers: manage CRM data, prioritize tasks and escalations, coordinate renewals, propose process improvements, document workflows, and collaborate with sales, support, and clinical teams.

Serve as the first point of contact for prospective families: handle high-volume inbound/outbound calls, assess eligibility, qualify leads, schedule appointments for clinical teams, maintain records in HubSpot, meet sales KPIs, and ensure compliant, empathetic customer interactions while using Microsoft Office tools.