Remote Weekend Client Intake Specialist

Job Title: Remote Weekend Client Intake Specialist

Location Requirement: This is a remote position, but applicants must reside in South Carolina, North Carolina, or Ohio.
Schedule Requirement: This is a weekend-only position.

About the Role

We’re looking for a proactive and driven Client Intake Specialist to join our team on weekends. In this remote, weekends-only role, you’ll be the first point of contact for prospective clients seeking in-home care services. You’ll manage a high volume of inbound leads, guide them through the intake process, and help set the stage for our care team to take the next steps.

Key Responsibilities

Lead Management

• Make 50-60 outbound follow-up calls per day to leads from platforms such as A Place for Mom and AgingCare.com

• Manage relationships with prospects through consistent follow-up, even over long lead cycles (up to 12 months)

• Follow up on weekend social media inquiries and geofenced ad responses

Appointment Setting

• Pre-qualify leads during intake calls to determine service eligibility

• Schedule assessments for qualified leads and maintain accuracy in scheduling

CRM & Administrative Support

• Accurately update WellSky and HubSpot with lead status, call notes, and appointment details

• Collaborate with weekday team to ensure seamless handoff and ongoing follow-up

• Handle rescheduling, cancellations, and urgent weekend inquiries promptly

Skills & Qualifications

• Strong phone-based sales or client intake experience

• Comfortable managing 50-60 calls per day

• Prior experience in home care, healthcare intake, or lead generation preferred

• Familiarity with HubSpot or similar CRM systems (training provided)

• Basic understanding of social media platforms and lead handling

• Must be available and reliable on weekends (Saturday & Sunday only)

Tools You’ll Use

• CRM Systems: WellSky, HubSpot

• Communication: Microsoft Teams, Clarity (phone system)

• Email: Microsoft Outlook

Ideal Candidate Traits

• Detail-oriented and highly organized

• Friendly, confident communicator with a customer-first mindset

• Comfortable handling objections and guiding client conversations

• Self-motivated and able to work independently during weekend shifts

Performance Expectations

• Daily Calls: 50-60

• Assessments Booked: 15-20 per weekend

• Lead Response Time: Respond to hot leads within 15 minutes

• CRM Accuracy: Consistently updated with correct and timely data

First 90 Days Goals

• Complete training in WellSky and HubSpot

• Develop a strong process for weekend lead follow-up and appointment scheduling

• Fully integrate into the intake team with reliable weekend performance

• Ensure timely communication with the weekday sales and intake teams

This is a great opportunity for someone seeking consistent weekend remote work while making a meaningful impact by supporting families in need of home care services. If you're organized, energetic, and love connecting with people—we'd love to meet you.