Account Manager – Sales Enablement & Client Onboarding

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