Client Success Manager

thekey; San Diego (CA); On-site; USD 65,000 - 101,000; Full time

Job summary

TheKey is seeking a dedicated care professional to manage day-to-day client relationships and ensure high-quality in-home care. You will conduct in-person assessments, collaborate with families, and drive ongoing care improvements while coordinating with the care team to keep plans accurate and up-to-date.

Ideal candidates have strong customer service skills, 3+ years in health-related fields, and a valid driver’s license.

Qualifications

• Bachelor's degree or equivalent work experience in health services.
• Excellent customer service and conflict resolution skills.
• Proficient in documenting client visits in care systems.
• Valid driver's license and proof of insurance.
• Preferred 3 years in healthcare or elder care.

Responsibilities

• Manage day-to-day client relationships and ensure delivery of quality care.
• Perform in-person assessments and develop care plans with families.
• Coordinate with care team and document updates for quality assurance.
• Communicate with clients, families, and internal/external stakeholders regularly.
• Review and adjust care plans, caregiver assignments, and billing accuracy.

Skills

Customer service

Conflict resolution

Documentation

Driver's license & insurance

Healthcare experience

Education

Bachelor's degree or equivalent in health services

Job description

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:

• Manage the day-to-day client relationship and delivery of quality care
• Identifying and focusing on a holistic approach to client care with a focus on quality of life, including recommending new and/or specific avenues to improve client care and experience
• Conduct in person assessments with prospective clients, addressing their questions and concerns, building relationships with their families, and converting them into active service with the organization.
• Utilize interpersonal relationships and communication skills to build rapport with the client and fortify the relationship with the client and the client's support system
• Ensure that TheKey care team is up-to-date with all relevant information and the care plan is thoroughly documented and routinely updated
• Collaboration and communication with internal and external customers on a regular proactive basis, including, daily, weekly, and/or monthly meetings, as appropriate
• Consult with the client regarding their specific needs and preferences, experience and objectives, and evaluating potential solutions to client needs
• Acting as subject matter expert for all quality control and quality assurance matters
• Understand each new client’s needs by conducting a thorough initial assessment or a review of previously completed assessment
• Follow the Start of Care Process to ensure a quality experience by providing extra support for new client cases to ensure complete client satisfaction
• Conduct in-person client re-assessments and quality assurance visits that include but are not limited to a view of home safety assessments, the client’s daily routines, and the client’s preferences and needs.
• Proactively assessing and reassessing client needs and referring the client to additional services, adjusting services, or adjusting caregiving staff
• Communicate effectively with the interdisciplinary team to ensure an overall quality experience, including the best possible caregiver match, the accuracy of client billing, and long-term care insurance benefit utilization.
• Managing Caregiver introductions to clients and families and recommending additional training for caregivers as care needs evolve
• Manage escalations and/or complaints from clients, caregivers, and others and utilizing their judgment and discretion to resolve them
• Reviewing and adjusting the client rates as the care progresses with consideration of changing care needs; quality service, service issues, and overall client satisfaction
• Ensuring compliance with all state regulations and following all company guidelines
• Recommending and/or implementing policy and/procedures to address specific or a group of clients
• Look for cross-referral opportunities and other means of increasing business from new and existing clients
• Support on-call and after-hours support as needed
• Additional duties as assigned

Required Skills, Education, and Certifications:

• Bachelor's Degree in Human or Health Services or a related profession from an accredited university preferred or equivalent work experience
• Excellent customer service and conflict resolution skills
• Computer proficiency and ability to document accurate and timely notes in systems related to client visits
• Current driver's license and proof of insurance

Preferred

• 3 years experience in health care, elder care, social work, or related industry preferred

Salary - $ 65,000 - $101,000 + incentives

Physical Requirements:

• Ability to travel locally approximately up to 75% of the time
• Ability to lift and carry up to 15-20 pounds
• Ability to sit, stand, and walk for prolonged period of time throughout the workday
• Ability to use standard office equipment

The information contained here is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. Reasonable accommodations may be made to assist qualified disabled persons to perform the essential functions of the job. Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

Benefits for full tim