Field-Based Client Care Advisor — Consult-to-Start Pro

BAM Ventures; Town of Texas (WI); On-site; USD 72,000 - 80,000; Full time

Job summary

Honor Technology is seeking a Client Care Advisor to lead consultative client engagements, coordinate in-home care setups, and manage ongoing relationships with families. This role involves significant field work, including in-person consultations and service starts, with strong emphasis on documentation and compliance.

You will drive consult-to-start conversions, ensure high-quality onboarding, and support ongoing client engagement to promote retention and growth.

Qualifications

• Experience in a consultative, client-facing role in healthcare or senior care.
• Ability to guide clients through decisions and drive measurable outcomes.
• Strong relationship management skills with ongoing client support.
• Experience owning measurable client outcomes such as consult-to-start conversion and retention.
• Comfort working with structured systems and tools (CRM, documentation standards).

Responsibilities

• Own consult-to-start conversion by conducting high-quality consultations and guiding families to timely decisions.
• Lead successful service starts by coordinating care setup and mitigating onboarding risks.
• Drive retention and growth through ongoing client engagement and reassessments.
• Serve as a trusted advisor to families navigating complex care decisions.
• Partner cross-functionally with scheduling, operations and Care Pros for high-quality delivery.
• Use data and systems to manage your portfolio and track performance.
• Support referral relationship growth and local market reputation as needed.

Skills

Consultative selling

Client relationship mgmt

Field sales

CRM (Salesforce)

Documentation & compliance

Time management

Education

Healthcare Administration background

Tools

Salesforce

Scheduling software

Microsoft Office

Job description

Honor Technology is seeking a Client Care Advisor to lead consultative client engagements, coordinate in-home care setups, and manage ongoing relationships with families. This role involves significant field work, including in-person consultations and service starts, with strong emphasis on documentation and compliance.

You will drive consult-to-start conversions, ensure high-quality onboarding, and support ongoing client engagement to promote retention and growth.