A. BASIC PURPOSE:
The Client Service Manager sources, screens, hires and retains qualified healthcare professionals to
meet the office’s business needs. The Client Service Manager develops relationships with clients,
consumers and referral sources to determine existing needs, successful placements, and additional
business opportunities. The Client Service Manager is responsible for building a network of qualified
candidates, evaluating skills in relation to the position requirement, negotiating compensation,
overseeing completion of on-boarding requirements, and managing active direct care workers. The Client
Service Manager is expected to be knowledgeable of industry trends globally and within their market
segment to identify top accounts, forecast opportunities, and consult with candidates. They are also
expected to share best practices, and maintain and develop relationships within the industry to foster
stronger business relations.
B. PRIMARY RESPONSIBILITIES:
1. Develops and executes recruitment strategies to attract, screen and hire quality healthcare
professionals who meet the office’s immediate and projected needs.
2. Utilizes various recruitment tools and methods to source and attract a pool of qualified and
diverse candidates.
3. Responsible for on-call duties during non-business hours and weekends as needed.
4. Matches and evaluates candidate skills to client and consumer needs through screening and
interviewing.
5. Completes necessary reference checks on candidate’s background and work experience.
6. Ensures candidates meet required hiring standards for 365 Health Services and applicable
contracts.
7. Negotiates salary and terms and conditions of employment with candidates.
8. Schedules direct care workers and field staff for initial placement and ongoing assignments.
9. Manages direct care workers and field staff while on assignment: assessing and investigating
direct care worker as well as field staff concerns and issues, and provides performance coaching,
counseling and disciplinary action when appropriate.
10. Maintains regular contact and develops relationships with active clients, consumers and referral
sources to identify current staffing needs and requirements, projected openings, and potential
new business opportunities.
11. Ensures client, consumer and referral source expectations are understood and met while
addressing and resolving concerns relative to customer service, caregiver or field staff
performance.
12. Documents candidate, direct care worker, field staff and client correspondence and activities
within the system of record.
13. Incorporates direct care worker and field staff retention strategy into daily routine.
14. Responsible for learning all functionalities and operations of the branch office.
15. Adheres to and promotes company policies and procedures.
16. Builds and cultivates relationships with industry contacts to gain industry knowledge, referrals,
and business development leads.
17. Ensures confidentiality of all consumer records and personnel files in accordance with agency
and HIPAA guidelines.

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