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Elder Care Homecare · 3 weeks ago

Account Manager – Sales Enablement & Client Onboarding

New York, NY

Full-time

Hybrid

Entry Level

$65K/yr - $70K/yr

1+ years exp

Elder Care Homecare is a private-pay homecare agency seeking an Account Manager (Sales Enablement & Client Onboarding) to support their sales team in New York City. The role focuses on CRM-driven lead follow-up, pipeline management, and client onboarding, ensuring a seamless transition from initial contact to active care.

Health CareHospital

Responsibilities

Own systematic follow-up for assigned leads after initial contact by a salesperson or Account Manager

Support the SVP of Sales and 2–3 high-performing NYC-based sales professionals

Serve as a secondary point of contact for families after initial outreach

Conduct follow-up calls, emails, and meetings to answer questions and move decisions forward

Reinforce value, differentiate Elder Care Homecare, and support close where appropriate

Step in to lead conversations when needed to maintain continuity

Travel regularly/sometimes daily within NYC via public transportation to visit/meet with clients

Manage onboarding from signed agreement through the first two weeks of care

Coordinate intake documentation, service agreements, and payment setup

Partner with intake, staffing, nursing, and operations teams to ensure smooth service launches

Serve as a steady point of contact for families during early care transitions

Ensure accurate CRM updates through onboarding and service start

Act as the central coordination point across sales, intake, and operations

Manage follow-ups across multiple salespeople without losing accountability

Communicate next steps clearly and consistently to internal stakeholders

Identify bottlenecks and proactively resolve them

Assist with planning and attending networking events and referral meetings

Support event logistics, scheduling, and post-event follow-up

Represent Elder Care Homecare professionally in the community

Proactively advance leads through defined CRM stages

Schedule next steps, check-ins, and follow-ups to maintain momentum

Ensure no leads stall, age out, or go cold due to lack of follow-up

Maintain clean, accurate CRM records including notes, tasks, timelines, and status updates

Surface risks, delays, or disengagement early and escalate appropriately

Qualification

CRM experienceAccount managementSales supportGoogle Workspace proficiencyRelationship-building skillsHighly organizedProactiveComfort with spreadsheetsHomecare experienceHealthcare experienceElder services experienceDetail-oriented