Description Why this role exists CareWorks Health Services aims to add $800?K–$1?M in new private-pay revenue and expand its referral footprint across Orange County’s senior-living communities, hospitals, and long-term-care (LTC) insurers. The role converts high-quality referrals into long-term, high-retention clients. 4–12-Month Performance Objectives: Priority outcome- Success target- Time-frame • Generate billable hours: Add approx 120 net new billable hours every month after 12-wk ramp-up by Months: 4–12 • Referral velocity: Capture 8–10 qualified referrals / week by Months 4 and onward • Conversion rates: =50% of referrals advance to in-home assessments, 50% should sign, averaging 25 billable hours per new client by Month 4 onward • Referral network relationships: Add 8-10 new partners each month and manage relationships- Continuous • Retention & satisfaction: 97% clients say on for at least 90 days or longer The Day to Day Duties Operating Rhythm Daily (M-F): • See 75 "faces"/wk via drop-ins to referral sources, • Make 10-20 phone calls to referral sources, email, answer inquiry calls • Log 100 % of activity notes in WellSky/ClearCare CRM before EOD. • Triage inquiry calls and make calls to prospects and schedule assessments. Weekly • One in-office day for territory, prospect & referral-source planning. • Perform 4-5 on-site consults/assessments; sign 2+ new clients / week. • Host 1 lunch-and-learn • Review funnel metrics and next-week plan with leadership. Monthly / Quarterly • Analyze pipeline, hour-growth, conversion KPIs; reset goals. • Attend industry mixers / sponsor community events (self-approved up to $250/mo). Success KPIs • 120 net new billable hours / mo (after ramp-up). • =?75 face-to-face touches / wk. • 8-10 referrals per week to 4-5 assessments to 2+ signed clients / wk. • 10 new referral sources / mo. • 97%+ client retention at 90 days. • CRM notes: 100?% same-day entry. Tools & Resources • Leads are provided • WellSky/ClearCare CRM • G-Suite & Slack • Company laptop, smartphone, mileage reimbursement Typical Challenges • Crowded OC home-care market • Private-pay & LTC payer complexities • Ever-changing discharge or care start timelines • Traffic across Orange County • There will be after-business hours and weekend assessments. Decision Latitude: Decision & Authority • Pricing / discounts: Approve within rate schedule • Service start & hours: Full authority at sign-up • Territory planning: Self-directed • Event sponsorships: Up to $250/mo without extra approval Compensation & Benefits • Competitive base salary • Scalable commission: After 400 weekly billable hours, earn $0.50–$1.00 per additional hour (from your referrals, in house leads don't count) • Bonuses: Three tiers based on first-month hours per new client • Mileage reimbursement, laptop, phone • 50?% employer-paid medical, 100?% dental, concierge doctor membership • 10 days PTO + 6 holidays • Professional-development membership Mission Impact By adding predictable, high-quality billable hours and nurturing trusted referral relationships, you’ll directly drive CareWorks toward its $800?K–$1M revenue goal, empowering caregivers to deliver exceptional, relationship-centered care to Orange County seniors. Requirements Must-Have Qualifications • MSW degree • 3+ yrs healthcare sales / outreach success • Valid CA DL + reliable transport • CRM proficiency (WellSky/ClearCare preferred) • Empathy, resilience, consultative-selling skills Nice-to-have: • OC referral network • Gerontology / geriatric certifications • LTC-insurance fluency