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 Regional Intake Manager will be responsible for overseeing the intake process within a designated location or region. The primary goal will be to ensure efficient and effective coordination of client intake while maintaining high standards of customer service. This role demands strong communication skills, organizational skills, and the ability to collaborate with sales and field operations to optimize the client onboarding process. Essential Duties and Responsibilities: Develop, implement, and re?ne intake procedures and protocols in alignment with organizational goals and compliance standards. Prioritize quick response times and expedite e?cient intake activities across multiple locations within the region. Ensure timely and accurate data collection, entry, and documentation related to intake procedures. Leverage internal and external resources to generate new leads using Salesforce to maintain list and track disposition. Maintain referral relationships by fostering exceptional lines of communication and utilizing creative outreach strategies Collaborate with various departments, including client success managers, operations, sales, and the call center, to streamline the intake process and address any challenges or bottlenecks. Serve as a point of contact for external partners, agencies, and stakeholders involved in the intake process, maintaining strong relationships and ensuring e?ective communication. Monitor and evaluate the e?ciency and e?ectiveness of intake operations, identifying areas for improvement and implementing solutions to optimize processes. Conduct regular quality assessments to maintain high standards of service and compliance with relevant regulations Other duties as assigned Required Skills, Education and Certi?cations: Bachelor’s degree in a related ?eld or equivalent work experience. 5 years previous experience intake/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. Physical Requirements: 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 o?ce equipment such as personal computer, laptop, telephone, photocopy machine, etc. This is a remote position with working the hours from 11 am to 7 pm Pacific Time. The information contained here is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. Reasonable accommodations may be made to assist quali?ed disabled persons to perform the essential functions of the job. Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. #LI-REMOTE Benefits for full time employees Extended Health Care (EHC) Dental Care (DTL) Employee Basic Term Life Employee Basic Accidental Death and Dismemberment (AD&D) Dependent Basic Life Term Wellness Program Perks & Savings Program Employee Assistance Program Mental Health Support Vision Care Discounts Teladoc Health Drug Compatibility Testing TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. #LI-TK #INDTK TheKey is the comprehensive care solution for seniors who wish to age well in their home. The company offers concierge-level care management and dependable in-home assistance to seniors across over 150 locations throughout North America. A mission-driven organization, the Company’s dedicated experts proudly assist thousands of clients in optimizing their quality of life as they “age in place” in the comfort of their homes. The holistic approach to care is based on the lifestyles of the longest-living people in the world and promotes a healthy mind, body, and spirit. TheKey prides itself on its people and is seeking exceptional talent to join our team. TheKey continues to expand its reach in helping more families with all they need to allow their aging loved ones to live well at home. Building upon a legacy of excellent customer service, innovation and great people, TheKey is just getting started on the impact the organization can make on the community.
