Intake Coordinator (Remote)

Employment Type: Full-time
Department: Sales
Location: Remote (California preferred)

About Us

Two compassionate visionaries embarked on a transformative journey when Dee and Vanessa founded Care Indeed Home Health Care in the heart of the San Francisco Bay Area. Their mission was clear: to revolutionize the way care is delivered to seniors and individuals in need.

Beyond home care services, they expanded into medical staffing, bridging the gap between healthcare facilities and skilled professionals. By actively listening to client needs, strategically recruiting dedicated caregivers, and leading with compassion, they have built a legacy centered on exceptional care. From adapting through the pandemic to implementing innovative training methods, Care Indeed continues to shape the healthcare landscape and improve the lives of elders, families, and caregivers.

Position Overview

The Intake Coordinator plays a vital role in the client acquisition process by serving as the first point of contact for potential clients and their families. This is a fully remote position, with a preference for candidates located in California to support collaboration with our team and client base.

This energetic and proactive individual is responsible for identifying client needs, nurturing leads, and guiding families through the early stages of care. The Intake Coordinator manages inbound inquiries and conducts outbound outreach via phone, email, and digital platforms. They are also responsible for conducting virtual assessments, gathering key information, and scheduling consultations to ensure clients are matched with the appropriate level of care.

With a strong focus on both client experience and performance, this role requires someone who can bring empathy, heart, and professionalism to every interaction while maintaining accurate data tracking and timely follow-up. The Intake Coordinator works closely with branch locations and internal teams to ensure a smooth transition from intake to ongoing care.

Essential Duties and Responsibilities

• Handle and manage initial intake calls, converting qualified leads into scheduled assessments, including virtual assessments when appropriate
• Proactively generate new sales opportunities through email outreach, cold calls, and social media engagement
• Clearly articulate Care Indeed’s services and value while empathetically understanding client needs
• Meet and exceed intake targets, including conversion rates and performance metrics
• Track, manage, and maintain accurate records of all leads, prospects, and clients within internal systems
• Ensure timely follow-up and consistent communication throughout the intake process
• Serve as a liaison between clients, assessors, care managers, and operations teams to ensure smooth transitions
• Collaborate with internal departments to support seamless client onboarding
• Guide clients from initial inquiry through the start of care, ensuring a supportive and informed experience
• Communicate regularly with remote and on-call teams to coordinate care transitions
• Prepare and review reports related to lead generation, conversion rates, and performance metrics
• Provide ongoing support to assessors and assist in transitioning clients to care coordination
• Perform additional duties as assigned

Job Conditions

• Fully remote, fast-paced work environment
• High volume of phone and digital communication
• Prolonged periods of sitting and computer use
• Minimal physical requirements

Qualifications

• Bachelor’s degree required (social work, psychology, counseling, gerontology, nursing, sociology, or related field preferred)
• At least one year of experience in healthcare, home care, or social services
• Sales or client-facing experience strongly preferred
• Excellent written and verbal communication skills
• Strong ability to assess client needs and provide appropriate recommendations
• Ability to thrive in a fast-paced, metrics-driven environment
• High attention to detail and strong organizational skills
• Compassionate, patient, and client-focused approach
• Positive, solution-oriented mindset
• Comfortable working independently in a remote setting
• Flexibility to work beyond standard hours as needed

Work Hours

Monday – Friday
9:00 AM – 5:30 PM

Equal Opportunity Employer

Care Indeed is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, age, sex, national origin, disability, veteran status, sexual orientation, gender identity, or any other protected status.

Join Our Team

Make an impact by joining a company at the forefront of in-home care. If you are passionate about helping others and thrive in a fast-paced, client-focused environment, we encourage you to apply.

Apply at: https://careindeed.com/careers
Phone: 650-563-8711

Recognition

Ranked by FORTUNE as one of the Bay Area’s 50 Best Places to Work in Aging Services, Care Indeed is proud to support a growing team dedicated to making a difference.