Client Care Advisor

Honor Technology and its consumer care brand, Home Instead, support older adults in living independently at home. By combining technology with in-home services, they deliver personalized care to seniors through a global franchise network. Home Instead’s Care Professionals provide millions of hours of support each year, aiming to help clients age in place with dignity. Together, Honor and Home Instead work to raise the standard for aging at home by blending advanced tools, compassionate service, and a strong commitment to client autonomy. Role overview The Client Care Advisor guides families as they explore care options for loved ones. This position combines consultative sales, care planning, and relationship management. Advisors work closely with families from their first inquiry through onboarding and ongoing service, offering support at every step. What you will do Conduct detailed consultations to understand each client’s needs and readiness for care Create individualized care plans based on those discussions Oversee the client journey from initial inquiry to onboarding, ensuring a seamless experience Maintain ongoing relationships with clients and families, including regular reassessments and adjustments to care Work with scheduling and operations teams to ensure reliable service Keep accurate documentation and meet compliance requirements Performance is measured by consult-to-start conversion rates, client satisfaction, and long-term retention. Building trust, making timely decisions, and supporting families through sensitive moments are key to success in this role. Work environment and travel This role requires frequent fieldwork, including in-person consultations, service starts, and quality assurance visits. Advisors often handle sensitive family situations and may need to respond after hours. About 75% of the job involves travel within Santa Rosa and Sonoma County, so reliable transportation and flexibility for occasional evenings and weekends are necessary. Compensation Annual on-target earnings range from $80,000 to $95,000, with 20% of compensation from uncapped monthly commissions.

Honor Technology and its consumer care brand, Home Instead, work together to help older adults remain independent at home. Their approach combines technology and personalized in-home care, reaching clients through a large network of Care Professionals. Home Instead delivers millions of hours of care each year, focusing on dignity and support for seniors. Role overview The Client Care Advisor supports families in Santa Rosa and Sonoma County as they navigate care options for their loved ones. This position blends consultative sales, care coordination, and relationship management. Advisors guide clients from their first inquiry through onboarding and ongoing care, serving as a steady point of contact throughout the process. Main responsibilities Conduct thorough consultations to understand each client’s needs, urgency, and readiness for care. Develop and recommend individualized care plans based on these assessments. Guide families through the transition from initial inquiry to service start, ensuring onboarding runs smoothly. Maintain long-term relationships with clients and families, including regular reassessments and adjustments to care plans as needs evolve. Oversee service quality, documentation, and compliance with standards. Work closely with scheduling and operations teams to ensure reliable service delivery. Handle sensitive family situations, urgent needs, and occasional after-hours requests with professionalism and empathy. Success measures Conversion rates from consultation to service start Client satisfaction scores Long-term client retention Empathy, sound judgment, and a results-focused mindset are essential in this role. Building trust and helping families make informed decisions are at the heart of the work. Work environment and travel About 75% of the role involves field travel within Santa Rosa and Sonoma County. Reliable transportation is required, along with flexibility for occasional evenings and weekends. Frequent in-person consultations, service initiation meetings, and quality visits are expected. Compensation Annual on-target earnings range from $80,000–$95,000. Twenty percent of total compensation is tied to uncapped monthly commissions.

Role overview BPM LLP is hiring a Tax Manager for the Private Client Services team based in Santa Rosa, CA. This position centers on supporting Ultra High Net Worth clients and their families. The Tax Manager will review tax matters, analyze client needs, and develop strategies that strengthen client relationships throughout the tax process. Key responsibilities Oversee complex tax planning and compliance for trusts, estates, partnerships, and closely held businesses. Deliver tailored service and strategic tax advice to Ultra High Net Worth clients and families. Assess client situations and design approaches to enhance relationships and outcomes. Requirements Significant experience in tax with strong technical knowledge in private client services. Excellent interpersonal and communication abilities. Proactive approach to client engagement and relationship building. Candidates located in Southern California, the Bay Area, or Las Vegas are especially encouraged to apply. Benefits Comprehensive rewards package: Flexible work arrangements, personalized benefits, and a variety of financial compensation options. Wellness resources: Access to a wellness platform, employee assistance programs, mental health support, and Colleague Resource Groups (CRGs). Work-life balance: 14 firm holidays (including 2 floating days), flexible PTO, paid family leave, winter break, summer hours, and remote work options. Professional growth: CPA exam resources and bonuses, coaching programs, and learning opportunities through BPM University, including live classes, workshops, and seminars. What makes a successful team member at BPM Genuine care for colleagues and clients Self-motivation and an entrepreneurial mindset Authenticity and openness to diverse perspectives Commitment to continuous learning and excellence Resilience and adaptability when facing challenges

Join Redwood Credit Union as an Auto Sales Advisor and leverage your skills to assist our Members and Customers in finding their perfect vehicles at the RCU Auto Lot. You will thrive in a dynamic environment where you can make a difference in our community.Key ResponsibilitiesCustomer Service:• Welcome Members and handle incoming inquiries professionally.• Follow up with Members referred to our auto-buying center to schedule appointments or facilitate vehicle sales.• Execute professional deliveries of both new and used vehicles.• Aid Members and Customers with any mechanical or other issues regarding their purchased vehicles.Auto Sales:• Conduct thorough research to recommend, locate, and sell brokered new and used vehicles as needed.• Compare various vehicles to assist Members in selecting their ideal choice.• Showcase and sell vehicles available on the auto buying center lot.• Engage with Members to analyze and research their desired vehicle(s).• Coordinate timely transportation for brokered vehicles.• Evaluate financing options for Members when necessary.• Prepare all necessary paperwork for vehicle sales and loans.• Organize the installation of aftermarket items purchased by Members promptly.• Market and sell mechanical breakdown warranties, guaranteed auto protection, perma plate, and other vehicle-related products.• Collect trade-in titling documents and obtain loan payoff details.• Gather Member information for loan application submissions.• Collaborate with the Sales Manager to provide accurate trade-in pricing.• Maintain maximum flexibility to assist in various functions as needed.• Record and manage SalesForce information to drive sales growth.Other Functions:• Introduce new CUSO/Credit Union products and services alongside RCU Auto Services team members.• Organize and plan the transport of vehicles for reconditioning.• Conduct seminars as necessary.• Provide input on marketing strategies.• Visit branches and departments to promote RCU Auto Center services.Discover the joy of working at Redwood Credit Union!

Join 21st Century Home Health Services (21HHS), where we provide exceptional patient care with empathy and compassion, treating each individual as family. As the largest home health agency in San Francisco and the fastest-growing in the Bay Area, we serve over 4,000 patients across multiple counties including San Francisco, San Mateo, Santa Clara, and more, with ongoing expansion into Marin and Sonoma counties.Our dedicated team of clinicians supports not only the patients but also each other, achieving hospital readmission rates consistently below 10%, significantly better than the industry average. We are proud to be recognized as a 2024 Top Workplace, highlighting our commitment to employee satisfaction through professional development and open communication.Key Achievements:Ranked 3rd among medium-sized companies and 1st among home health agencies by the San Francisco Chronicle Top Workplaces.Ranked 12th among medium-sized healthcare companies nationwide, also 1st among home health agencies.Our strong reputation is further validated by positive feedback on platforms like Yelp, Google, Glassdoor, and Indeed. By prioritizing employee engagement and satisfaction, we attract top clinical talent and deliver outstanding patient outcomes, solidifying our leadership in home health.Position Overview: As a Full-Time Physical Therapist Assistant, you will work under the supervision of a Physical Therapist to deliver high-quality care to patients in their homes, helping them maintain a safe and productive living environment.

Join our dedicated team at National Vision, Inc. as an Optometrist in Santa Rosa. In this rewarding role, you will provide comprehensive eye care services, including vision exams, diagnosis, and treatment of ocular diseases. Collaborate with a passionate team that values patient care and community service. Utilize your expertise to enhance the visual health of our patients while enjoying a supportive work environment.

Honor Technology aims to improve support for older adults by combining technology, tools, and services that help seniors live independently. Through its partnership with Home Instead, Inc., a global leader in in-home care, Honor supports a network of over 100,000 Care Professionals who provide more than 50 million hours of personalized care each year. Together, Honor and Home Instead work to raise standards for aging in place, blending advanced technology with compassionate care. The Owned & Operated (O&O) team at Honor leads innovation within homecare, serving as a testing ground for new ideas and operational improvements. This group focuses on integrating strong operations, technology, and service to drive better outcomes for seniors and the broader Home Instead franchise network. Role overview The Territory Manager acts as the market leader for the Santa Rosa, California territory within Honor’s O&O business. This position oversees local growth, daily operations, and P&L performance. Representing the Honor brand in the community, the Territory Manager works to boost performance, build relationships, and identify new opportunities for growth. What you will do Lead business development and market execution in the Santa Rosa territory Build and maintain referral relationships to drive territory growth Manage day-to-day operations and ensure strong team leadership Lay the groundwork for future market expansion Refine operational strategies and pilot new initiatives Share insights to inform best practices across other O&O markets What success looks like Ownership of business outcomes and performance standards Effective collaboration with partners and cross-functional teams Consistently high client experience and operational results Strong support and development of the local team as the market evolves

Join 21st Century Home Health Services (21HHS), where we provide compassionate and empathetic care to every patient, treating them as family. As the largest home health agency in San Francisco and the fastest-growing in the Bay Area, we currently serve over 4,000 patients across multiple counties including San Francisco, San Mateo, Santa Clara, and beyond, with plans to expand into Marin and Sonoma counties.Our dedicated clinicians not only prioritize patient care but also support one another, contributing to our impressive hospital readmission rates of under 10%, significantly lower than the industry average of over 15%.Recognized as a 2024 Top Workplace, 21HHS promotes an environment of growth, support, and recognition, fostering open communication and opportunities for professional development.Key Achievements:San Francisco Chronicle Top Workplaces in the Bay Area: 3rd among medium-sized companies and 1st among home health agencies.National Recognition: 12th among medium-sized healthcare companies nationwide and 1st among home health agencies.Our commitment to quality care and employee satisfaction is validated by positive feedback on platforms like Yelp, Google, Glassdoor, and Indeed. By prioritizing engagement and satisfaction, we attract top clinical talent and deliver outstanding patient outcomes.Please note: All positions at 21HHS involve fieldwork, visiting patients at their homes.Part-time Registered Nurse Case ManagerAnticipated Territory: Sonoma CountySchedule: Full days every Saturday and Sunday, with potential for additional weekdays.Responsibilities:Leverage your clinical expertise to perform initial assessments of patients, determining their home care needs.