Field-Based Client Care Advisor

Honor Education; Santa Rosa; On-site; VES 80,000,000 - 88,889,000; Full time

Job summary

Honor is hiring a Client Care Advisor in Santa Rosa, California to help older adults and families understand in-home care options, conduct consultations, coordinate service starts, and maintain ongoing client relationships across Sonoma County.

In this field-based role, you will lead high-quality consultations, coordinate care setup, and ensure reliable care while focusing on consult-to-start conversion, client satisfaction, and long-term retention.

Qualifications

• Minimum 1 year in a consultative, client-facing role (e.g., healthcare, senior care, social work, care coordination, or similar).
• Demonstrated ability to guide clients through decisions and drive measurable outcomes (e.g., conversion, retention).
• Strong relationship management skills, with experience supporting clients and families over time.
• Experience owning measurable client outcomes such as consult-to-start conversion or retention.
• Experience leading structured conversations (discovery, needs assessment, recommendations, next steps).
• Ability to partner cross-functionally to deliver services and resolve execution challenges.
• Comfort working within structured systems and tools (CRM, documentation standards, MS Office, Salesforce or similar).
• Operational discipline, including follow-up, tracking performance, and maintaining accurate records.
• Ability to spend ~75% of time in the field, with reliable transportation and flexibility for evenings/weekends.
• Experience in healthcare administration, social work, gerontology, or related field is preferred.

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 to ensure high-quality service delivery.
• Use data and systems to manage your portfolio, track performance, and maintain documentation.
• Contribute to referral relationship growth and local market reputation as needed.

Skills

Consultative sales

Relationship management

Discovery & needs assessment

Cross-functional collaboration

CRM & data tracking

Tools

CRM systems

Salesforce

Microsoft Office

Job description

Honor is hiring a Client Care Advisor in Santa Rosa, California to help older adults and families understand in-home care options, conduct consultations, coordinate service starts, and maintain ongoing client relationships across Sonoma County.

In this field-based role, you will lead high-quality consultations, coordinate care setup, and ensure reliable care while focusing on consult-to-start conversion, client satisfaction, and long-term retention.