Care Manager

Family Tree Private Care; San Antonio (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Family Tree Private Care in Texas is seeking a Care Manager to oversee client relationships, act as trusted advisor to families, and maximize loyalty through exceptional in-home care.

The role emphasizes taking care of older adults and disabled clients, leading conversations, coordinating care, and ensuring high-quality service while driving profitability. Candidates with clinical background and aging life care exposure are preferred.

Qualifications

• Bachelor's degree in social sciences or related field.
• Minimum 1 year clinical or social work experience.
• Minimum 1 year in patient or client relationship management.
• Sales experience in a care setting is a plus.
• Geriatric care management experience is a plus.

Responsibilities

• Perform in-home assessments to determine care needs and plan care.
• Establish strong first impressions to convert prospects to clients.
• Build rapport with families to tailor service plans.
• Review pricing and onboard new clients.
• Serve as primary contact and ensure high quality, profitable services.
• Update ClearCare with client communications and plans of care.
• Coordinate with care team to match caregivers to client needs.
• Identify opportunities for professional care management services.
• Provide training to caregivers and ensure smooth first day introductions.

Skills

People skills

Relationship building

Communication

Time management

Organizational skills

Sales-oriented

Geriatric care

Client relations

Education

Bachelor's degree in social sciences or related field

Clinical setting experience 1 year

Aging life care management experience

Tools

Microsoft Office 365

ClearCare

Job description

Description

Family Tree Private Care is a leading and trusted provider of concierge-level advisory services to older adults, those living with disabilities, and their families. Family Tree Private Care is an ideal fit if you are looking for a fulfilling opportunity, passionate teammates, and a growing company to help support your career.

The Company is based in Texas and is an award-winning healthcare services company that is ranked on the INC 5000 list of America's Fastest Growing Companies. The parent company has grown organically and through acquisition to become one of the region's fastest-growing healthcare services operators.

Despite our growth, we remain most proud of two things: Our premier reputation in the communities we serve and our culture of developing and promoting future leaders from within the company.

JOB SUMMARY

THE CARE MANAGER WILL BE RESPONSIBLE FOR MANAGING RELATIONSHIPS WITH CLIENTS, SERVING AS A TRUSTED ADVISOR TO THE FAMILIES WE SERVE AND MAXIMIZING CUSTOMER LOYALTY. TO BE SUCCESSFUL IN THIS ROLE, ONE MUST HAVE AN EAGERNESS FOR DELIVERING EXCEPTIONAL CARE TO CLIENTS AND BE WILLING TO GO ABOVE AND BEYOND TO ENSURE UTMOST CLIENT SATISFACTION.

TO BE A CARE MANAGER, ONE SHOULD HAVE A PASSION FOR TAKING CARE OF OLDER ADULTS AND PERSONS WITH DISABILITIES, AND THE ABILITY TO PUT FAMILIES AT EASE BY IDENTIFYING THEIR PAIN POINTS AND ARRANGING FOR THE BEST SOLUTIONS. TOP CANDIDATES ARE SKILLED AT LEADING CONVERSATIONS, HAVE WORKED IN A CLINICAL SETTING, AND HAVE EXPERIENCE IN GERIATIC CARE MANAGEMENT.

ROLE AND RESPONSIBILITIES

• In-Home Visits (Assessments/Follow-Up)
• Perform initial in-home assessments in clients’ homes to determine care needs and develop appropriate plans of care for families in need.
• Establish a strong first impression when visiting new clients to ensure high rate of conversion from prospect to client.
• Maximize sales potential by building a strong rapport with families, developing a thorough understanding of customer needs/requirements, and providing recommendations on the best arrangement of services (caregiving, nursing, and/or care management).
• Review pricing and cost of services with clients and ensure successful onboarding of new clients.
• Ongoing Client Support (Issue Management)
• Serve as “account executive” or primary point of contact for assigned clientele, maximizing the quality of care provided and profitability of services provided.
• Ensure that ClearCare system is updated with documentation of all client communication (including all in-home follow up visits and phone calls) and client records (e.g. plan of care).
• Collaborate with care coordination team to ensure that caregivers placed in clients’ homes are the best fit for meeting the needs and requirements of families served.
• Professional Care Management Services
• Identify and cultivate opportunities to provide professional care management services to clients, including benefits administration, contingency planning, trust administration, financial planning, coordination of medical resources, family counseling, etc.
• Positive Health Outcomes
• Provide on-site training and education to caregivers as needed and ensure that caregivers are always introduced to clients on or before their first day in a clients’ home.
• Ensure that caregivers are educated on all relative signs and symptoms of a client’s diagnosis.
• Track various quality KPIs (30, 90, 180-day readmission rate for clients, diagnosis-related recovery trends, hospitalizations, discharges, etc.).

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• Bachelor’s degree in social sciences, social work, or a related field.
• Minimum 1 year experience working in a clinical setting or providing social work.
• Minimum 1 year of xperience working with patients or managing client relationships.
• Strong candidates have experience working in a sales-driven environment.
• Experience in geriatric management as an “aging life care professional” is a plus (including certification or involvement with Aging Life Care Association).

REQUIRED SKILLS

• Technical
• Fluent in Microsoft Office 365.
• Able to organize and maintain electronic client records. Experience using ClearCare is a plus.
• Practical
• Strong interpersonal skills.
• Able to build strong relationships with clients.
• Skilled at leading conversations.
• Organized and detail oriented.
• Problem-solving and decision making skills.
• Excellent written and oral communication skills.
• Able to manage time well and work efficiently.
• Strong attention to detail.
• Works independently.
• Soft
• Flexible, humble, and team-oriented.
• Compassionate and empathetic.
• Grit, passion, and perseverance.

PHYSICAL REQUIREMENTS

• Must be able and willing to drive to various parts of Houston to visit clients in homes.
• Prolonged periods of sitting at a desk and working on a computer.