Lcacareers

Client Services Advisor

Remote (Massachusetts, US) · Contract

Sponsorship not specifiedDetected 20 days ago

HubSpotCRMLeadershipCommunicationCollaboration

About the role

As a Client Services Advisor at Alder, you'll be the first point of contact for families navigating complex care decisions.
This full-time role is best suited for someone with a background in care management or elder care intake - someone who can bring both clinical fluency and genuine warmth to every conversation.

Own the intake process from first contact through internal handoff, ensuring timely and accurate information sharing.
Enter and manage referral and client data in HubSpot, tracking all follow-up and documentation.
Maintain responsive relationships with community partners and providers.
Support the coordination and scheduling of consultations, including pre-visit and post-visit follow-up.
Collaborate with the Manager of Client Relations and leadership to ensure seamless assignment to the appropriate care manager.
Data, Systems & Reporting - Maintain clean, up-to-date records in HubSpot, including intake progress, referral activity, and client engagement data.
Whether offering occasional consultations or urgent crisis support, we tailor our involvement to meet each individual's unique needs.

Urgent Case Support - Triage urgent calls and provide temporary support to clients when immediate attention is required.

Actual compensation may vary based on factors such as licensure, years of experience, and other relevant qualifications.

In accordance with the Massachusetts Pay Transparency Act, the expected salary for this position starts at $75,000 annually.

At Alder, we value our team as our greatest asset.
We offer a supportive, mission-driven work environment where your contributions make a meaningful impact every day.

This listing is sourced directly from Lcacareers's careers page and normalized into a canonical job model.