Client Manager

SafeSeniors Placement Agency; San Francisco (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A senior care placement agency is seeking a Client Manager to help families navigate senior living options. The ideal candidate will be compassionate and organized, responsible for assessing client needs, coordinating tours, and providing support. The role requires excellent communication skills, knowledge of senior living options, and proficiency in CRM systems. This is a full-time position offering an entry-level opportunity in a mission-driven team.

Qualifications

• Experience in senior care, case management, healthcare, or client services preferred.
• Knowledge of senior living options and levels of care is highly desirable.
• Strong interpersonal, listening, and time management abilities.

Responsibilities

• Serve as the primary point of contact for clients throughout their placement journey.
• Conduct discovery calls to understand client needs and preferences.
• Schedule and coordinate tours with partner communities.

Skills

Communication skills

Organizational skills

Empathy

Tools

CRM systems

Microsoft Office

Job description

SafeSeniors Placement Agency is a trusted, compassionate service dedicated to helping families find the most suitable senior living options. We specialize in matching seniors with communities that meet their care needs, lifestyle preferences, and financial situations at no cost to families. Our mission is to support smooth transitions and empower families through expert guidance and personalized attention.

Position Summary

The Client Manager is a key member of the SafeSeniors team, responsible for building and maintaining strong relationships with families seeking senior living solutions. This role involves assessing client needs, educating families on available care options, coordinating community tours, and providing ongoing support throughout the placement process. The ideal candidate is compassionate, organized, and committed to delivering a high level of client service.

Key Responsibilities

• Serve as the primary point of contact for clients and families throughout the senior placement journey
• Conduct detailed discovery calls and assessments to understand client needs, preferences, and financial considerations
• Provide expert guidance on various levels of care, including assisted living, memory care, board and care homes, and home care services
• Research and recommend appropriate senior living communities that align with client needs
• Schedule and coordinate tours with partner communities; follow up with clients and providers
• Maintain accurate and timely documentation of client interactions and case progress in CRM system
• Foster strong relationships with referral sources, healthcare providers, and senior living communities
• Stay informed on industry trends, licensing updates, and care options to serve as a knowledgeable resource
• Ensure a compassionate, ethical, and family-centered approach in all interactions
• Track outcomes and follow up post-placement to ensure client satisfaction

Qualifications

• Experience in senior care, case management, healthcare, or client services preferred
• Knowledge of senior living options and levels of care (assisted living, memory care, etc.) is highly desirable
• Excellent communication, interpersonal, and active listening skills
• Strong organizational and time management abilities
• Empathy, patience, and professionalism in working with families during difficult transitions
• Ability to work independently and collaboratively as part of a small, mission-driven team
• Proficient in CRM systems, Microsoft Office, and virtual communication tools
• Bilingual (Spanish, Tagalog, or Mandarin) is a plus

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Information Services