Home Care Case Manager & Client Experience Lead

Familytreecares; San Antonio (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Family Tree Private Care in Texas seeks a Case Manager to manage client relationships and serve as a trusted advisor to families, ensuring high-quality in-home caregiving services and optimal client satisfaction.

The role emphasizes driving sales, onboarding new clients, and coordinating with the care team to place suitable caregivers while maintaining transparent pricing and documentation in the system. Strong communication is essential.

Qualifications

• Minimum 2-3 years of experience in customer service.
• Minimum 1 year of experience coordinating or managing services for patients/clients is preferred.
• Experience in home care or related health services is a strong plus.
• Sales-driven environment experience is desirable.

Responsibilities

• Perform in-home assessments and develop care plans for families.
• Establish a strong first impression to convert prospects to clients.
• Build rapport with families and understand needs to recommend service arrangements.
• Oversee onboarding, pricing transparency, and client communications including billing and scheduling.
• Serve as the primary client contact and drive care quality and profitability.
• Document all client interactions in ClearCare and ensure up-to-date records.
• Collaborate with care coordination to place caregivers who meet client needs.
• Provide on-site caregiver training and ensure plan of care is understood.

Skills

Customer service

Sales driven

Interpersonal skills

Leading conversations

Organizational skills

Time management

Independent worker

Compassionate & empathetic

Tools

Microsoft Office 365

Job description

Family Tree Private Care in Texas seeks a Case Manager to manage client relationships and serve as a trusted advisor to families, ensuring high-quality in-home caregiving services and optimal client satisfaction.

The role emphasizes driving sales, onboarding new clients, and coordinating with the care team to place suitable caregivers while maintaining transparent pricing and documentation in the system. Strong communication is essential.