CRM Account Coordinator

Pennant Services • Eagle, ID

2d • Hybrid

About The Position

We’re looking for a relationship‑driven CRM Account Coordinator to support our senior living, home health, and hospice partners by championing the GoHighLevel CRM platform. Your mission is to build trust, drive adoption, and make the CRM simple and intuitive for everyday users. By ensuring accurate lead intake and consistent platform usage, you’ll directly influence our ability to track move‑ins and admissions across 200+ communities.

Requirements

• 3+ years in Account Management, Customer Success, or a relationship‑focused role.
• Experience in senior living, home health, or hospice (highly preferred).
• Familiarity with GoHighLevel or similar CRM systems.
• Excellent communication and training skills — especially with non‑technical users.
• Ability to manage multiple accounts with exceptional attention to detail.

Responsibilities

• Own Partner Onboarding: Lead new communities through GoHighLevel setup and provide ongoing support to ensure long‑term success and adoption.
• Train on Lead Intake: Deliver simple, user‑friendly training sessions that help site‑level staff confidently capture and manage every potential client.
• Act as Technical Liaison: Translate partner needs to our internal Developer and ensure delivered workflows are practical and easy to use.
• Drive Adoption & Usage: Monitor partner activity, identify gaps, and provide proactive support to increase active usage and accurate admissions tracking.
• Build Trusting Relationships: Serve as the dedicated CRM partner, helping teams overcome tech hesitations while building rapport and confidence.
• Provide Continuous Education: Offer refresher trainings and ongoing check‑ins so CRM knowledge remains strong, even as staff changes.
• Ensure HIPAA‑Safe Practices: Reinforce compliant data entry and user workflows to protect patient and resident privacy.

Benefits

• We are committed to providing a competitive Total Rewards Package that meets our employees’ needs. From a choice of medical, dental, and vision plans to retirement savings opportunities through a 401(k) plan with company match and various other benefits, we offer a comprehensive benefits package.
• We believe in great work , and we celebrate our employees' efforts and accomplishments both locally and companywide, recognizing people daily through our Moments of Truth Program.
• In addition to recognition, we believe in supporting our employees' professional growth and development. We provide employees a wide range of free e-courses through our Learning Management System as well as training sessions and seminars.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed