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.
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
Skills
- 1-3 years experience in account management, sales support, client services, or intake
- Strong comfort with CRM-driven workflows and follow-up discipline
- Ability to manage multiple active pipelines simultaneously
- Excellent communication and relationship-building skills
- Highly organized, detail-oriented, and proactive
- CRM experience (HubSpot, Salesforce, or similar)
- Google Workspace proficiency
- Comfort working with spreadsheets
- Able to stay standing/walking for extended periods of time, carrying items up to 30lbs
- Homecare, healthcare, or elder services experience strongly preferred
Benefits
- Holidays
- PTO/Sick Time
- Health, Dental, Vision Insurance
- Bonus Opportunities
- 401(k) matching
Company Overview
Elder Care Homecare looks after seniors and individuals with disabilities through dependable companion care and in-home care services. It was founded in 1995, and is headquartered in Scarsdale, New York, USA, with a workforce of 501-1000 employees. Its website is https://www.eldercarehomecare.com.
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