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TheKey

Client Success Manager

TheKey, Palo Alto, California, United States, 94306

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Base pay range

$78,000.00/yr - $105,000.00/yr

For nearly 20 years, TheKey has helped clients achieve successful long‑term aging at home with comprehensive, concierge‑based care. The company is committed to ensuring the dignity, safety, and independence of its clients while changing how people live and age in their own homes.

Essential Duties and Responsibilities

Manage the day‑to‑day client relationship and delivery of quality care

Identify and focus on a holistic approach to client care, enhancing quality of life and recommending new or specific avenues to improve client care and experience

Conduct in‑person assessments with prospective clients, addressing their questions and concerns, building relationships with their families, and converting them into active service with the organization

Utilize interpersonal relationships and communication skills to build rapport with the client and fortify the relationship with the client and the client’s support system

Ensure that the TheKey care team is up‑to‑date with all relevant information and the care plan is thoroughly documented and routinely updated

Collaborate and communicate with internal and external customers on a regular proactive basis, including daily, weekly, and/or monthly meetings as appropriate

Consult with clients regarding their specific needs and preferences, experience and objectives, and evaluate potential solutions to client needs

Act as a subject‑matter expert for all quality control and quality assurance matters

Understand each new client’s needs by conducting a thorough initial assessment or reviewing previously completed assessment

Follow the Start of Care Process to ensure a quality experience by providing extra support for new client cases to ensure complete client satisfaction

Conduct in‑person client re‑assessments and quality assurance visits, including home safety assessments, daily routines, and client preferences and needs

Proactively assess and re‑assess client needs and refer the client to additional services, adjusting services or caregiving staff as needed

Communicate effectively with the interdisciplinary team to ensure an overall quality experience, including the best possible caregiver match, accurate client billing, and long‑term care insurance benefit utilization

Manage caregiver introductions to clients and families and recommend additional training for caregivers as care needs evolve

Manage escalations and/or complaints from clients, caregivers, and others and utilize judgment and discretion to resolve them

Review and adjust client rates as care progresses with consideration of changing care needs; maintain high quality service and client satisfaction

Ensure compliance with all state regulations and company guidelines

Recommend and/or implement policies and procedures to address specific client or client group needs

Look for cross‑referral opportunities and other means of increasing business from new and existing clients

Provide support on‑call and after‑hours as needed

Required Skills, Education, and Certifications

Bachelor’s Degree in Human or Health Services or a related profession from an accredited university preferred 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

Preferred

3 years of experience in health care, elder care, social work, or a related industry preferred

Physical Requirements

Ability to travel locally approximately up to 75% of the time

Ability to lift and carry up to 15‑20 pounds

Ability to sit, stand, and walk for a prolonged period of time throughout the workday

Ability to use standard office equipment

The information provided is not intended to be an all‑inclusive list of duties and responsibilities or skills. Reasonable accommodations may be made to assist qualified disabled persons to perform the essential functions of the job. Management may assign or reassign duties at its discretion.

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

California Residents Only In accordance with Article 2 of the California Health and Safety Code – California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California‑based applicants as a condition of employment. If an applicant has been convicted of a non‑exemptible crime, the conditional offer will be rescinded in compliance with state and local laws.

Seniority Level Entry level

Employment Type Full‑time

Job Function Other

Industries Hospitals and Health Care

We’re 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.

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