For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes.
Job Summary / Purpose:
The Home Care Liaison is responsible for building and maintaining referral relationships, acquiring new clients,
ensuring overall satisfaction with TheKey services, and coordinating with local teams to ensure the provision of high
quality service. Home Care Liaisons are responsible for maintaining a book of business that meets and exceeds
established revenue and client acquisition targets.
Essential Duties and Responsibilities:
● Building and maintaining relationships with referral sources in the community to build brand
awareness and new clients for TheKey. Ensuring the satisfaction of the referral sources worked
with to generate ongoing, long-term business
● Building priority lists, advancing relationships, tracking personal activity effectively and
completing all the other necessary steps of successful referral marketing as outlined by the
Business Development Process
● Representing TheKey in networking groups, at events, on committees and in other community
settings
● Responding to prospective client inquiries, whether in-person, via phone or web form, and
ensuring they receive the information they need
● Learning the assessment process and conducting assessments with prospective clients as
needed, addressing their questions and concerns, building relationships with their families and
converting them into long-term clients
● Communicating effectively within the team to ensure that the care plans meet the clients’ needs,
that stakeholders and referral sources are satisfied, and that relevant information is
communicated in an effective and timely manner
● Providing active relationship management when needed for existing referral cases – this may
include home visits, referral meetings, family meetings, and more.
● Providing after-hours support for referral partners, prospective clients, and active clients (incl.
evenings and weekends) – this support may include e-mail, telephone and/or home visits
● Helping team to ensure that client accounts are up-to-date – especially when referrals are
received from clients’ legal/financial advisors, coordinating with the finance/billing team, and
communicating with families and/or financial managers when needed
● Maintaining a working knowledge of TheKey requirements and obligations where licensed as a
TheKey, including the obligations to clients and caregivers
● Maintaining a pulse on the strategic position of TheKey within the market, identifying new
opportunities to enhance TheKey’s reputation or build the referral base, helping to implement
new programs and national/regional initiatives, and helping the team members to better
understand the competitors and potential new team members as relevant.
● Additional duties and responsibilities as may be assigned by your supervisor.
Required Skills, Education and Certifications:
● One plus years of sales experience preferably in health care or related field
● Excellent customer service and sales skills
● Computer proficiency and ability to document sales activity timely and accurately
● Current driver’s license and proof of insurance
Physical Requirements:
● Ability to travel 50 – 75% of the time
● Ability to lift and carry up to 10-15 pounds
● Ability to sit, stand and walk for prolonged periods of time throughout the work day
● Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine,
etc.
The information contained here is not intended to be an all-inclusive list of the duties and responsibilities of the job,
nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. Reasonable
accommodations may be made to assist qualified disabled persons to perform the essential functions of the job.
Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time. The job
description does not constitute an employment agreement between the employer and employee and is subject to
change by the employer as the needs of the employer and requirements of the job change.
Benefits for full time employees
TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.
California Residents Only:
In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded.
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