Full Time
Competitive Rates Plus medical/pet in...
38
Jul 27, 2026
Here’s a quick video sharing why you may want to work with me!
Role Overview:
I’m looking for a highly organized, detail-driven partner who can help me deliver an exceptional experience to the service providers and families we support. In this role, you’ll manage the behind-the-scenes operations that keep our pipeline running smoothly: researching and qualifying leads, maintaining clean and accurate data in HubSpot, supporting applicants through each stage of the membership process, and verifying credentials with care and precision. You’ll play a key part in ensuring every provider feels guided, supported, and genuinely valued, turning what could feel like a transactional process into a thoughtful, human experience. If you’re someone who loves structure, communicates with warmth, and takes pride in meticulous work,, keep reading!
Requirements:
*Must be able to work 7am-3pm Mountain Time (US)
*Must be able to work 40 hours weekly
*Must have experience creating database lists for lead generation - must be able to scrape websites, understand how to qualify leads to get them in the pipeline (qualifications will be provided)
*Must have customer success (customer service) experience - must care for people and make sure the application process doesn’t just feel transactional
*Must have great verbal and written communication skills
*Must be super organized with high attention to detail
*Detail-oriented with a commitment to quality control
Tools We Use:
*HubSpot
What You’ll Do:
Lead Generation (Priority):
*Research and identify potential leads
*Scrape websites, gather contact data, and assess potential leads based on predefined qualifications.
*Build and maintain lead lists in CRM or tracking systems.
*Schedule qualified leads for next steps
Pipeline Management & Hygiene (You will follow processes for this):
*Track applicant progress through each stage of the membership process.
*Follow up with individuals who have:
- Started but not submitted applications
- Submitted applications but not completed membership agreements
- Not yet made payment
*Ensure the database and pipeline remain current and accurate.
Vetting & Profile Creation (You will follow processes for this):
*Review applications and verify credentials such as certifications and licensure.
*Use state licensing websites to confirm validity and status of credentials.
*Create provider profiles including names, photos, credentials, and other key information for the website.
Customer Service (You will follow processes for this):
*Send and respond to applicant
*Provide a positive applicant experience
Ready to Apply?
1. Message me with the subject “I’m excited to work with you, Kelly!”
2. Add a link to your resume
3. Indicate your contact
If this doesn’t sound perfect but you love hard work and learning, reach out anyway—there’s likely another chance to join my team!