Client Services Manager Role Summary
This pivotal role focuses on building referral networks, managing client enquiries, and facilitating service delivery to meet the needs of our growing client base.
Key Responsibilities:
* Actively manage new client enquiries and deliver exceptional first impressions
* Conduct outreach visits to referral sources per day
* Represent the organization at client meetings, presentations, expos, and community events
* Guide clients through care service options and facilitate service contract negotiations
* Develop trusted relationships with clients, families, and referrers through empathy and professionalism
Business Development:
* Build and maintain strong relationships with referral sources (healthcare professionals, retirement villages, etc.)
* Generate and follow up leads to increase service uptake and client base
* Identify growth opportunities and partnerships to extend service reach
* Maintain detailed activity tracking and client notes in a CRM system
* Work toward set sales KPIs including referral visits, face-to-face meetings, and conversion metrics