Intake Coordinator

Job Description

Job Description

About HouseWorks
Fueled by a real understanding of today’s challenges, HouseWorks is committed to a fundamental re-imagining of what it means to age. With over 20 years of operating experience, we have built a replicable service prototype, developed profitable, long-standing referral relationships, and created an innovative brand that positions us to serve the future customer. HouseWorks has grown to be one of the largest single-site private home care companies in the country and is dedicated to improving the health and well-being of its employees and the people it serves.We are embarking on an exciting new growth chapter that focuses on client service excellence, caregiver engagement, technological innovation, and growth in new markets.

The Opportunity
We are a mission-driven organization that is dedicated to improving the lives of seniors as they age. We are passionate about what we do -- providing seniors and their families with a comprehensive, vetted and coordinated in-home service network that is high-touch, tech-enabled, compassionate and extremely well managed. We are in the exciting and dynamic home healthcare industry. Our market opportunity is large and growing as the baby boomers age and the home increasingly becomes the epicenter for care as consumers demand convenience and lower-cost solutions.

Job Summary

The Inside Sales Specialist is a key growth driver for the company, responsible for converting private pay inquiries into clients across multiple markets and states. This role owns the full intake journey, from first contact through start of care, and is expected to bring both consultative sales skills and genuine care for families navigating home care decisions. The Specialist works closely with operations, case management, and marketing to move prospects through the pipeline efficiently and consistently.

Essential Duties and Responsibilities

• Respond promptly to inbound leads across phone, email, SMS, and other channels, prioritizing speed-to-contact as a core conversion driver.

• Serve as the first point of contact for families/clients seeking private pay home care services, guiding them through their options with confidence, clarity, and care.

• Conduct thorough discovery to qualify each opportunity, understanding client needs, care requirements, service preferences, and decision timeline.

• Compellingly articulate the value of our private pay services, addressing questions and objections with knowledge and professionalism.

• Manage and advance a pipeline of leads across multiple geographic markets, maintaining clear visibility into each opportunity's status and next steps.

• Partner with case managers, account liaisons, and operations teams to ensure smooth transitions from inquiry through assessment to start of care.

• Document all interactions accurately and consistently in HubSpot CRM, keeping lead records current and actionable.

• Track and report on key performance metrics including lead volume, conversion rates, response times, and client acquisition, sharing insights with management to inform strategy and process decisions.

• Actively contribute to refining sales and marketing playbooks based on frontline experience, identifying what drives conversion and where the process breaks down.

• Provide ongoing feedback to management on lead quality, market trends, and operational improvements that could support growth.

• Perform other duties as assigned.

Qualifications and Skills
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 3+ years of Inside Sales or Intake experience, preferably in private pay home care, senior care, or health care services.

• Proven ability to manage high volumes of inbound inquiries while delivering exceptional customer service.

• Bachelor’s degree preferred or equivalent work experience in sales, healthcare intake, or customer service.

• Experience with CRM systems (HubSpot preferred) and comfort using technology to manage leads, track progress, and report on KPIs.

• Strong interpersonal skills with a high degree of empathy, professionalism, and active listening.

• Self-starter with excellent follow-up discipline and a results-driven mindset.

• Exceptional written and verbal communication skills; ability to convey information clearly and compassionately.

• Experience in private pay home care or healthcare sales is strongly preferred; familiarity with industry practices a plus.

• Demonstrated ability to work collaboratively across departments to achieve company goals while reporting on key performance metrics.

Physical Demands

• Must remain in stationary position for long periods of time at desk or computer.

• Requires occasional standing, sitting, walking; using hands to finger, handle, or feel objects, tools or controls; reaching with hands and arms; climbing stairs; hearing; talking.

Work Environment

• Primarily in-office work with expectation of 3-4 days in-office and occasional flexibility to work remotely in a quiet home office as allowed by management

Benefits:

• 401k
• Medical, Vision & Dental Insurance
• PTO, Sick Time, Floating Holidays

Pay Range: The hiring range for this position is $28–$33 per hour . Various factors will determine final compensation such as a candidate’s years of relevant work experience, skills, certifications, and location.

HWOS1000

HouseWorks is an Equal Opportunity Employer. We do not discriminate against race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability or genetic information.

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