Inside Sales Specialist / Intake Coordinator - Healthcare

Job Summary
As an important member of the company’s sales team, the Inside Sales Specialist focuses on driving private pay client acquisition by guiding prospective customers through all phases of the intake and onboarding process. This role partners closely with operations, case management, and marketing teams to ensure timely, compassionate, and effective support for every family inquiry.

Essential Duties and Responsibilities

• Proactively and promptly follow up on inbound leads via phone, email, SMS, and other channels.
• Serve as the first point of contact for families seeking private pay home care services, balancing empathy and consultative salesmanship.
• Professionally explain the advantages of our private pay services and address questions with confidence and care.
• Qualify opportunities by gathering client needs, care requirements, and service preferences.
• Partner with case managers, account liaisons, and operations teams to facilitate smooth transitions from inquiry to assessment to start of care.
• Thoroughly and accurately document all interactions in HubSpot CRM and maintain organized records of each lead’s status and next steps.
• Execute and continuously improve sales and marketing playbooks to optimize lead conversion.
• Generate and report on key metrics such as lead volume, conversion rates, response times, and client acquisition performance, sharing insights with management to guide strategy and process improvements.
• Build a deep understanding of our service offerings, pricing models, and operational capabilities to effectively position our solutions.
• Provide feedback to management on trends, lead quality, and opportunities for process improvement.

Required Qualifications and Skills

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

• 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

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

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.