Regional Intake Manager
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Job Description
Regional Intake Manager converting inquiries into care assessments and service starts for TheKey’s concierge in-home aging care. Managing referrals, Salesforce lead tracking, and intake KPIs across Texas.
Responsibilities:
- Serve as the first point of contact for prospective clients and referral sources via phone, email, or web inquiry
- Establish trust quickly through warmth, professionalism, and empathy
- Conduct discovery conversations to uncover caller needs and assess fit for services
- Present TheKey’s value proposition clearly and confidently
- Guide qualified callers toward care assessments, consultations, or service starts
- Provide helpful resources or referrals to callers who are not a fit
- Deliver conversations reflecting TheKey’s standards for compassion, accuracy, and clarity
- Document every call in Salesforce/CRM with thorough, high-quality notes
- Capture all intake data to support seamless transitions to downstream teams
- Meet or exceed call-answer, speed-to-answer, first-call-resolution, lead-conversion, and documentation-accuracy KPIs
- Identify, generate, organize, and track new leads using internal/external resources and Salesforce
- Foster referral-partner relationships through communication and outreach strategies
- Collaborate with client success, operations, and sales teams to optimize intake and resolve bottlenecks
- Liaise with external agencies, community partners, and other intake stakeholders
- Travel within the region as required
Requirements:
- Bachelor’s degree in a related field or equivalent work experience
- 5 years previous experience in take/inside sales role, or equivalent experience, healthcare preferred
- Excellent communication, interpersonal, and problem-solving abilities
- Knowledge of relevant regulations and compliance standards
- Ability to multitask, prioritize, and work under pressure in a fast-paced environment
- Flexibility to travel within the region as required
- Ability to travel approximately up to 15% of the time
- Ability to lift and carry up to 15-20 pounds
- Ability to sit, stand and walk for prolonged period of time throughout the work day
- Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.
Benefits:
- Medical/Dental/Vision Insurance
- TouchCare VirtualCare
- Life Insurance
- Health Savings Account
- Flexible Spending Account
- 401(k) Matching
- Employee Assistance Program
- PTO Plan for Non-Exempt Employees
- Flexible PTO Plan for Exempt Employees
- Holidays and Floating Holidays
- Pet Insurance
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