TheKey
Join to apply for the
Client Success Manager
role at
TheKey . TheKey has helped clients achieve successful long‑term aging at home with comprehensive, concierge‑based care. We’re committed to ensuring the dignity, safety, and independence of our clients.
Base Pay Range $80,000.00 / yr – $85,000.00 / yr
Responsibilities
Manage the day‑to‑day client relationship and delivery of quality care.
Identify and focus on a holistic approach to client care with a focus on quality of life, recommending new and/or specific avenues to improve client care and experience.
Conduct in‑person assessments with prospective clients, address their questions and concerns, and build relationships with families to convert them into active service engagements.
Build rapport with clients and their support systems to strengthen relationships.
Ensure the care team is up‑to‑date with all relevant information, documenting and updating the care plan consistently.
Collaborate and communicate with internal and external customers on a regular proactive basis (daily, weekly, monthly).
Consult with clients regarding their needs and preferences, evaluating potential solutions.
Act as a subject matter expert for all quality control and quality assurance matters.
Conduct thorough initial assessments or review previously completed assessments to understand new client needs.
Follow the Start of Care Process to provide extra support for new client cases and ensure complete client satisfaction.
Conduct in‑person client re‑assessments and quality assurance visits, including home safety, daily routines, and client preferences.
Proactively assess and reassess client needs, referring them to additional services or adjusting caregiving staff as necessary.
Communicate effectively with the interdisciplinary team to ensure overall quality experience, caregiver match, accurate billing, and long‑term care insurance benefit utilization.
Manage caregiver introductions to clients and families, recommending additional training as care needs evolve.
Manage escalations and/or complaints from clients, caregivers, and others, using judgment and discretion to resolve them.
Review and adjust client rates as care progresses, considering changing care needs and overall client satisfaction.
Ensure compliance with all state regulations and follow all company guidelines.
Recommend and/or implement policies and procedures to address specific clients or groups.
Look for cross‑referral opportunities and other means of increasing business from new and existing clients.
Support on‑call and after‑hours support as needed.
Perform additional duties as assigned.
Required Skills, Education, and Certifications
Bachelor’s degree in Human Services, Health Services, Social Work, or a related profession from an accredited university (or equivalent work experience).
Excellent customer service and conflict resolution skills.
Computer proficiency and ability to document accurate and timely notes in client visit systems.
Current driver’s license and proof of insurance.
Ability to travel locally up to 75% of the time, lift and carry up to 15‑20 pounds, and sit, stand, and walk for prolonged periods.
Ability to use standard office equipment.
Preferred Experience
Three years of experience in health care, elder care, social work, or a related industry.
Physical Requirements
Ability to travel locally up to 75% of the time.
Ability to lift and carry up to 15‑20 pounds.
Ability to sit, stand, and walk for prolonged periods during the workday.
Ability to use standard office equipment.
Benefits for Full‑time Employees
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
Equal Opportunity Employer 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. California residents only: TheKey requires timely and accurate positive fingerprint identification of California‑based applicants as a condition of employment.
Seniority Level Entry level
Employment Type Full‑time
Job Function Other
Industries Hospitals and Health Care
#J-18808-Ljbffr
Client Success Manager
role at
TheKey . TheKey has helped clients achieve successful long‑term aging at home with comprehensive, concierge‑based care. We’re committed to ensuring the dignity, safety, and independence of our clients.
Base Pay Range $80,000.00 / yr – $85,000.00 / yr
Responsibilities
Manage the day‑to‑day client relationship and delivery of quality care.
Identify and focus on a holistic approach to client care with a focus on quality of life, recommending new and/or specific avenues to improve client care and experience.
Conduct in‑person assessments with prospective clients, address their questions and concerns, and build relationships with families to convert them into active service engagements.
Build rapport with clients and their support systems to strengthen relationships.
Ensure the care team is up‑to‑date with all relevant information, documenting and updating the care plan consistently.
Collaborate and communicate with internal and external customers on a regular proactive basis (daily, weekly, monthly).
Consult with clients regarding their needs and preferences, evaluating potential solutions.
Act as a subject matter expert for all quality control and quality assurance matters.
Conduct thorough initial assessments or review previously completed assessments to understand new client needs.
Follow the Start of Care Process to provide extra support for new client cases and ensure complete client satisfaction.
Conduct in‑person client re‑assessments and quality assurance visits, including home safety, daily routines, and client preferences.
Proactively assess and reassess client needs, referring them to additional services or adjusting caregiving staff as necessary.
Communicate effectively with the interdisciplinary team to ensure overall quality experience, caregiver match, accurate billing, and long‑term care insurance benefit utilization.
Manage caregiver introductions to clients and families, recommending additional training as care needs evolve.
Manage escalations and/or complaints from clients, caregivers, and others, using judgment and discretion to resolve them.
Review and adjust client rates as care progresses, considering changing care needs and overall client satisfaction.
Ensure compliance with all state regulations and follow all company guidelines.
Recommend and/or implement policies and procedures to address specific clients or groups.
Look for cross‑referral opportunities and other means of increasing business from new and existing clients.
Support on‑call and after‑hours support as needed.
Perform additional duties as assigned.
Required Skills, Education, and Certifications
Bachelor’s degree in Human Services, Health Services, Social Work, or a related profession from an accredited university (or equivalent work experience).
Excellent customer service and conflict resolution skills.
Computer proficiency and ability to document accurate and timely notes in client visit systems.
Current driver’s license and proof of insurance.
Ability to travel locally up to 75% of the time, lift and carry up to 15‑20 pounds, and sit, stand, and walk for prolonged periods.
Ability to use standard office equipment.
Preferred Experience
Three years of experience in health care, elder care, social work, or a related industry.
Physical Requirements
Ability to travel locally up to 75% of the time.
Ability to lift and carry up to 15‑20 pounds.
Ability to sit, stand, and walk for prolonged periods during the workday.
Ability to use standard office equipment.
Benefits for Full‑time Employees
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
Equal Opportunity Employer 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. California residents only: TheKey requires timely and accurate positive fingerprint identification of California‑based applicants as a condition of employment.
Seniority Level Entry level
Employment Type Full‑time
Job Function Other
Industries Hospitals and Health Care
#J-18808-Ljbffr