Client Success Manager

$75,000 - $145,600/Yr

Thekey - Santa Rosa, CA

posted 3 months ago

Full-time - Mid Level
Santa Rosa, CA

About the position

For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes. The Client Success Manager is responsible for ensuring that TheKey delivers consistent, quality care to our clients. This role involves maintaining accurate and up-to-date client care plans through consistent re-assessments and reports, monitoring client care to ensure appropriate delivery of care, analyzing and determining when additional or different care may be beneficial, and building a strong relationship with the client and their support system. This may include addressing the physical, emotional, and social well-being of our clients, often creating life-enriching opportunities and allowing as much independence as possible to be retained. The Client Success Manager is responsible for ensuring we are the provider of choice. This position should partner with community resources and referral partners, always ensuring our reputation for quality care is maintained. The Client Success Manager is also integral to ensuring smooth operations and client satisfaction, supporting long-term retention of cases, and working in partnership with colleagues in the immediate team environment and in the larger community.

Responsibilities

  • Managing the day-to-day client relationship and delivery of quality care
  • Identifying and focusing on a holistic approach to client care with a focus on quality of life
  • Utilizing interpersonal relationships and communication skills to build rapport with clients
  • Ensuring that TheKey care team is up-to-date with all relevant information and the care plan is thoroughly documented
  • Collaboration and communication with internal and external customers on a regular basis
  • Consulting with the client regarding their specific needs and preferences
  • Acting as subject matter expert for all quality control and quality assurance matters
  • Conducting thorough initial assessments or reviews of previously completed assessments
  • Following the Start of Care Process to ensure a quality experience for new client cases
  • Conducting in-person client re-assessments and quality assurance visits
  • Proactively assessing and reassessing client needs and referring to additional services
  • Communicating effectively with the interdisciplinary team
  • Managing Caregiver introductions to clients and families
  • Managing escalations and/or complaints from clients and caregivers
  • Reviewing and adjusting client rates as care progresses
  • Ensuring compliance with all state regulations and implementing TheKey operating model
  • Recommending and/or implementing policy and procedures to address specific client needs
  • Looking for cross-referral opportunities to increase business
  • Supporting on-call and after-hours support as needed

Requirements

  • Bachelor's Degree in Human or Health Services or related profession from an accredited university preferred
  • 3 years' experience in health care, elder care, social work or related industry preferred
  • Licensure as an RN/LVN/MFT may be substituted for some portion of previous experience
  • Excellent customer service and conflict resolution skills
  • Computer proficiency and ability to document accurate and timely notes in systems related to client visits
  • Current driver's license and proof of insurance

Benefits

  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Pet Insurance
  • PTO Plan for Non-Exempt Employees
  • Flexible PTO Plan for Exempt Employees
  • Holidays and Floating Holidays
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