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TheKey

Client Success Manager

Posted Yesterday
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M4P, Toronto, ON
Mid level
M4P, Toronto, ON
Mid level
The Client Success Manager will oversee client relationships and the delivery of quality care. They will conduct assessments, communicate client needs to the care team, manage client satisfaction and issues, and ensure compliance with regulations. Building strong rapport with clients and their families is essential for this role.
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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.
 


 

Essential Duties and Responsibilities: 

Manage the day-to-day client relationship and delivery of quality care 

Identifying and focusing on a holistic approach to client care with a focus on quality of life, including recommending new and/or specific avenues to improve client care and experience Conduct in person assessments with prospective clients, addressing their questions and 

concerns, building relationships with their families, and converting them into active service with the organization. 

Utilize interpersonal relationships and communication skills to build rapport with the client and fortify the relationship with the client and the client’s support system 

Ensure that TheKey care team is up-to-date with all relevant information and the care plan is thoroughly documented and routinely updated 

Collaboration and communication with internal and external customers on a regular proactive basis, including, daily, weekly, and/or monthly meetings, as appropriate 

Consult with the client regarding their specific needs and preferences, experience and objectives, and evaluating potential solutions to client needs 

Acting as subject matter expert for all quality control and quality assurance matters Understand each new client’s needs by conducting a thorough initial assessment or a review of previously completed assessment 

Follow the Start of Care Process to ensure a quality experience by providing extra support for new client cases to ensure complete client satisfaction 

Conduct in-person client re-assessments and quality assurance visits that include but are not limited to a view of home safety assessments, the client’s daily routines, and the client’s preferences and needs. 

Proactively assessing and reassessing client needs and referring the client to additional services, adjusting services, or adjusting caregiving staff 

Communicate effectively with the interdisciplinary team to ensure an overall quality experience, including the best possible caregiver match, the accuracy of client billing, and long-term care insurance benefit utilization. Managing Caregiver introductions to clients and families and recommending additional training for caregivers as care needs evolve 

Manage escalations and/or complaints from clients, caregivers, and others and utilizing their judgment and discretion to resolve them 

Reviewing and adjusting the client rates as the care progresses with consideration of changing care needs; quality service, service issues, and overall client satisfaction 

Ensuring compliance with all state regulations and following all company guidelines Recommending and/or implementing policy and/procedures to address specific or a group of clients 

Look for cross-referral opportunities and other means of increasing business from new and existing clients 

Support on-call and after-hours support as needed 

Additional duties as assigned 

Required Skills, Education, and Certifications: 

Bachelor’s Degree in Human or Health Services or a related profession from an accredited university preferred or equivalent work experience 

Excellent customer service and conflict resolution skills 

Computer proficiency and ability to document accurate and timely notes in systems related to client visits 

Current driver’s license and proof of insurance 

         Preferred 

3 years experience in health care, elder care, social work, or related industry preferred

Physical Requirements: 

Ability to travel locally approximately up to 75% 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 workday Ability to use standard office equipment 

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 

TheKey | Job Description 2

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

  • Extended Health Care (EHC)
  • Dental Care (DTL)
  • Employee Basic Term Life
  • Employee Basic Accidental Death and Dismemberment (AD&D)
  • Dependent Basic Life Term
  • Wellness Program
  • Perks & Savings Program
  • Employee Assistance Program
  • Mental Health Support
  • Vision Care Discounts
  • Teladoc Health
  • Drug Compatibility Testing

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.


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