Remote Weekend Client Intake Specialist

Senior Helpers - Petersen-Smith Parent; Mount Pleasant (SC); Remote; USD 30,000 - 50,000; Part time

Job summary

A leading company in home care services seeks a Remote Weekend Client Intake Specialist in South Carolina. This role involves managing inbound leads, making calls, and setting appointments while ensuring excellent customer experience. Ideal candidates should be organized, energetic, and have strong phone-based sales experience.

Qualifications

• Strong phone-based sales or client intake experience.
• Must be available and reliable on weekends (Saturday & Sunday only).
• Prior experience in home care, healthcare intake, or lead generation preferred.

Responsibilities

• Make 50-60 outbound follow-up calls per day to leads.
• Pre-qualify leads during intake calls to determine service eligibility.
• Accurately update WellSky and HubSpot with lead status.

Skills

Sales experience

Client intake experience

Communication

Detail-oriented

Organizational skills

Job description

Job Title: Remote Weekend Client Intake Specialist

Location Requirement: This is a remote position, but applicants must reside in South Carolina, North Carolina, or Ohio.
Schedule Requirement: This is a weekend-only position.

About the Role

We’re looking for a proactive and driven Client Intake Specialist to join our team on weekends. In this remote, weekends-only role, you’ll be the first point of contact for prospective clients seeking in-home care services. You’ll manage a high volume of inbound leads, guide them through the intake process, and help set the stage for our care team to take the next steps.

Key Responsibilities

Lead Management

• Make 50-60 outbound follow-up calls per day to leads from platforms such as A Place for Mom and AgingCare.com

• Manage relationships with prospects through consistent follow-up, even over long lead cycles (up to 12 months)

• Follow up on weekend social media inquiries and geofenced ad responses

Appointment Setting

• Pre-qualify leads during intake calls to determine service eligibility

• Schedule assessments for qualified leads and maintain accuracy in scheduling

CRM & Administrative Support

• Accurately update WellSky and HubSpot with lead status, call notes, and appointment details

• Collaborate with weekday team to ensure seamless handoff and ongoing follow-up

• Handle rescheduling, cancellations, and urgent weekend inquiries promptly

Skills & Qualifications

• Strong phone-based sales or client intake experience

• Comfortable managing 50-60 calls per day

• Prior experience in home care, healthcare intake, or lead generation preferred

• Familiarity with HubSpot or similar CRM systems (training provided)

• Basic understanding of social media platforms and lead handling

• Must be available and reliable on weekends (Saturday & Sunday only)

Tools You’ll Use

• CRM Systems: WellSky, HubSpot

• Communication: Microsoft Teams, Clarity (phone system)

• Email: Microsoft Outlook

Ideal Candidate Traits

• Detail-oriented and highly organized

• Friendly, confident communicator with a customer-first mindset

• Comfortable handling objections and guiding client conversations

• Self-motivated and able to work independently during weekend shifts

Performance Expectations

• Daily Calls: 50-60

• Assessments Booked: 15-20 per weekend

• Lead Response Time: Respond to hot leads within 15 minutes

• CRM Accuracy: Consistently updated with correct and timely data

First 90 Days Goals

• Complete training in WellSky and HubSpot

• Develop a strong process for weekend lead follow-up and appointment scheduling

• Fully integrate into the intake team with reliable weekend performance

• Ensure timely communication with the weekday sales and intake teams

This is a great opportunity for someone seeking consistent weekend remote work while making a meaningful impact by supporting families in need of home care services. If you're organized, energetic, and love connecting with people—we'd love to meet you.