Client Services Specialist

Senior Helpers – Legacy Trails•Frisco, TX

16d•$20 - $23•Hybrid

About The Position

Senior Helpers of Legacy Trail is seeking a Client Services Specialist in Frisco. This role involves driving new client growth through referral partnerships and overseeing client service operations to ensure exceptional care. The ideal candidate is a relationship builder passionate about senior care, who thrives on connecting with people and making an operational impact.

Requirements

At least 3 years of experience in healthcare, home care, home health, case management, or social work – including new client generation, community outreach, and relationship management.
Demonstrated experience managing client relationships, generating new business opportunities, and supporting clients throughout the service delivery process.
Proficiency in Microsoft Word, Excel, Outlook, and the ability to learn new software quickly.
Valid Texas driver’s license with no serious violations, current auto insurance, and reliable transportation to travel throughout the service area.
Flexible availability including occasional evenings, weekends, and holidays as needed.
Must be able to successfully pass a background check and other pre-employment screening.

Nice To Haves

Bachelor’s degree preferred or equivalent work experience.
Care coordination or scheduling experience.
CRM system proficiency.

Responsibilities

Identify, develop, and maintain relationships with referral sources including healthcare professionals, hospitals, skilled nursing facilities, assisted living communities, rehabilitation centers, and senior living communities.
Schedule and conduct regular meetings with referral partners and community organizations – both private, public, and non-profit.
Develop and manage lead generation activities in alignment with established sales and marketing strategies.
Track, analyze, and report on lead generation, conversion rates, referral activity, and client acquisition metrics.
Conduct market research to identify new sales opportunities and stay current on industry trends.
Develop and execute marketing and outreach plans to promote Senior Helpers’ services to individuals, families, Veterans, and community organizations.
Attend and participate in networking events, trade shows, conferences, and community outreach programs to generate new clients.
Maintain and manage a CRM system to track activity and relationship history.
Perform client assessments and coordinate with office staff to ensure timely client starts.
Lead and oversee daily client service operations, including scheduling strategy and care coordination, in alignment with organizational goals.
Evaluate client needs and determine appropriate care plans, service levels, and staffing approaches.
Ensure consistent execution of client onboarding, quality assurance touchpoints, and ongoing service evaluations.
Develop, implement, and continuously improve scheduling and service delivery strategies to optimize efficiency, client satisfaction, and operational performance.
Provide occasional direct client care coverage on an emergency basis (incidental and infrequent).
Perform other duties as assigned.