Regional Intake Manager

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. View our video to learn more about TheKey.

Job Summary / Purpose:

The Regional Intake Manager will be responsible for overseeing the intake process within the designated location or region. The primary goal will be to ensure efficient and effective coordination of intake operations while maintaining high standards of service delivery. This role demands strong leadership, organizational skills, and the ability to collaborate with various stakeholders in sales and field operations to optimize intake procedures.

Essential Duties and Responsibilities:

• Develop, implement, and refine intake procedures and protocols in alignment with organizational goals and compliance standards.

• Prioritize quick response times and expedite efficient intake activities across multiple locations within the region.

• Ensure timely and accurate data collection, entry, and documentation related to intake procedures.

• Leverage internal and external resources to generate new leads using Salesforce to maintain list and track disposition.

• Maintain referral relationships by fostering exceptional lines of communication and utilizing creative outreach strategies

• Collaborate with various departments, including client success managers, operations, sales, and the call center, to streamline the intake process and address any challenges or bottlenecks.

• Serve as a point of contact for external partners, agencies, and stakeholders involved in the intake process, maintaining strong relationships and ensuring effective communication.

• Monitor and evaluate the efficiency and effectiveness of intake operations, identifying areas for improvement and implementing solutions to optimize processes.

• Conduct regular quality assessments to maintain high standards of service and compliance with relevant regulations

• Other duties as assigned

Required Skills, Education and Certifications:

• Bachelor's degree in a related field or equivalent work experience.

• 5 years previous experience in take/inside sales role, healthcare preferred

• Excellent communication, interpersonal, and problem solving abilities.

• Knowledge of relevant regulations and compliance standards.

• Ability to multitask, prioritize, and work under pressure in a fast-paced environment.

• Flexibility to travel within the region as required.

Physical Requirements:

• Ability to travel approximately up to 15% of the time

• Ability to lift and carry up to 15-20 pounds

• Ability to sit, stand and walk for prolonged period of time throughout the work day

• Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.

Salary Band DoE: 65k-83k

Benefits for full time employees

• Medical/Dental/Vision Insurance

• TouchCare VirtualCare

• Life Insurance

• Health Savings Account

• Flexible Spending Account

• 401(k) Matching

• Employee Assistance Program

• PTO Plan for Non-Exempt Employees

• Flexible PTO Plan for Exempt Employees

• Holidays and Floating Holidays

• Pet Insurance

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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