Home Care Growth & Intake Operations Specialist

Advanced Marketing and Sales is a U.S.-based growth and automation company serving independent home-care home-health and senior-care organizations.

We help agencies improve the front end of their growth operations: inquiry response referral follow-up intake visibility lead tracking CRM organization and staff-supervised automation workflows.

Our work is administrative operational and business-development focused. We do not provide patient care clinical advice diagnosis treatment eligibility decisions or medical guidance.

We are seeking a highly organized detail-oriented Home Care Growth & Intake Operations Specialist Remote VA to help build and maintain our agency-prospecting CRM and outreach systems.

You will research qualified home-care home-health and senior-care organizations; identify likely decision-makers; organize accurate prospect information in GoHighLevel; prepare personalized outreach drafts; track follow-up activity; and maintain clear pipeline visibility.

This role is ideal for someone with experience in healthcare administration home care home health intake scheduling referrals staffing CRM operations lead research or virtual assistance who enjoys turning research into organized action.

• Research independent home-care home-health hospice senior-living and selected senior-care organizations across the United States beginning with Florida and other priority markets.
  

• Use public sources such as company websites Google Google Maps LinkedIn LinkedIn Sales Navigator job boards association/provider directories and state licensing directories.
  

• Identify likely decision-makers and operational influencers including owners founders administrators executive directors operations leaders intake/referral leaders business-development leaders community liaisons and marketing leaders.
  

• Distinguish genuine care-provider organizations from software vendors staffing-only companies billing firms generic marketing agencies hospitals and unrelated businesses.
  

• Identify public growth and workflow signals including intake or scheduling job postings service-area expansion new facilities referral pathways online lead-capture opportunities active hiring new licenses and stated service offerings.
  

• Create and maintain accurate prospect records in GoHighLevel including contacts tags notes custom fields tasks opportunity stages next-action dates and source information.
  

• Prepare personalized email LinkedIn and follow-up drafts using approved messaging templates and only publicly verifiable information.
  

• Track outreach activity responses requested scorecards completed scorecards booked calls follow-up dates and pipeline status accurately.
  

• Prepare concise daily activity reports and weekly pipeline summaries.
  

• Follow approved procedures for opt-out requests do-not-contact records confidentiality data handling and CRM accuracy.
  

• Support staff-supervised non-clinical CRM and workflow processes.
  

• Perform other related administrative research and operations-support tasks as assigned.
  

This role has clear boundaries. You will not:

• Provide patient care clinical advice diagnosis treatment medical guidance or clinical triage.
  

• Make decisions about patient eligibility patient admission care plans insurance coverage or treatment.
  

• Contact patients or represent yourself as a healthcare provider.
  

• Request store upload or share patient names diagnoses medical records insurance details referral documents or protected health information in general CRM outreach spreadsheet or AI tools.
  

• Access company financial accounts payment processing legal agreements or client systems without specific written approval.
  

Required Skills:

Assist patients with activities of daily living (ADLs) including bathing dressing grooming toileting feeding and mobility support using assistive devices such as Hoyer lifts and transfer equipment Measure monitor and accurately record vital signs (blood pressure pulse temperature respiration) in electronic health record (EHR) systems such as Epic Cerner Meditech or eClinicalWorks Support licensed nursing staff with patient observation rounding and routine clinical tasks while adhering to HIPAA and facility protocols Provide compassionate care for patients with dementia Alzheimers disease behavioral health needs or post-acute rehabilitation requirements Collaborate with nurses physicians and interdisciplinary care teams to deliver coordinated patient-centered care Maintain infection control standards including aseptic techniques during wound care catheter care and isolation procedures Assist with patient transfers ambulation and positioning while ensuring safety and proper body mechanics Support rehabilitation and recovery programs by assisting patients with exercises mobility routines and daily activities Deliver respectful and compassionate care to diverse patient populations primarily adult and geriatric patients Document all patient care activities thoroughly and accurately within facility-approved medical documentation systems Experience & Qualifications Current and valid New York State CNA certification Previous experience as a CNA in hospitals long-term care facilities rehabilitation centers assisted living communities or similar healthcare settings preferred Experience in acute care medical-surgical units or high-acuity environments is a plus Familiarity with EMR/EHR systems such as Epic Cerner Meditech eClinicalWorks or similar platforms Knowledge of infection control practices patient safety standards and basic medical terminology Ability to work effectively within multidisciplinary healthcare teams Strong communication skills reliability and attention to detail BLS certification preferred