Clinical Liaison at Home Instead - Dunwoody/105 – Norcross, Georgia

Clinical Liaison/Client Care Coordinator

MBM, LLC d/b/a Home Instead – Atlanta, GA

The Clinical Liaison plays a key role in welcoming new clients, performing state-required health assessments, and coordinating meaningful care experiences. This is a non-clinical, relationship-centered role ideal for someone with a healthcare background who enjoys being in the field, building trust with families, and supporting seniors in their home environment. While an active Georgia RN license is required to meet state regulations, this position does not involve providing any skilled or medical care.

• Conduct Care Consultations and service inquiries using a consultative sales approach to assess client needs and create tailored care plans (no hands-on medical care)
• Meet with potential clients and family members to discuss care needs and offer individualized solutions.
• Maintain ongoing communication and follow-up with prospective clients who have not yet initiated services.

• Serve as the main point of contact for assigned clients and families, ensuring consistent support, satisfaction, and trust.
• Coordinate all aspects of a client’s care, including client and Care Pro introductions.
• Conduct regular quality assurance visits (at least monthly or quarterly, based on client needs).
• Identify and act on opportunities to modify service plans in response to evolving client circumstances.
• Complete state-required assessments, including light documentation and vitals (no clinical diagnosis or treatment).
• Conduct client re-evaluations every 90 days or when care needs change.

• Partner with Care Pros, the RN team, scheduling, and other departments to ensure seamless, high-quality service delivery.
• Address client or family concerns with professionalism and empathy; advocate for additional support when necessary.
• Maintain timely, accurate documentation by ensuring all client interactions are thoroughly recorded and kept up to date in WellSky, Salesforce, and other relevant platforms.

• Serve as part of the on-call inquiry team on a 6-week rotating basis, handling inquiries and consultations after hours and on weekends as needed.

• College degree.
• Active RN license in the state of Georgia (required for regulatory assessments only).
• At least one year of experience in home care, healthcare, social work, or a senior-related industry required (or equivalent combination of education and experience).
• Experience working with older adults, families, and caregivers strongly preferred.
• Valid driver’s license and reliable transportation required.

• Empathy & Compassion – Genuine passion for supporting older adults.
• Strong Communication – Excellent verbal and written communication; able to build trust quickly.
• Sales Ability – Naturally persuasive and confident in consultative conversations.
• Organization & Multitasking – Skilled at managing multiple priorities and deadlines.
• Problem-Solving – Proactive, thoughtful, and solutions-focused.
• Team Collaboration – Works effectively within a fast-paced, team-based environment.
• Tech Proficiency – Comfortable using Microsoft Office, WellSky, and other technology platforms.

• Occasional standing, walking, and light lifting (up to 25 lbs).
• Frequent sitting and computer use.
• Must be able to travel locally for client visits and consultations.
• Ability to maintain confidentiality and adhere to ethical business practices.
• Most of the work takes place out in the field during client visits and consultations, with occasional time spent in the office for documentation and meetings.

• Full-time position, with some evening and weekend availability required.
• Mileage reimbursement provided for client-related travel.
• Paid time off.
• Medical, dental, and vision insurance available.
• A work phone will be provided, or a stipend may be offered for the use of a personal cell phone.
• Paid continuing education for RN license requirements.
• Salary 75,000 with monthly compensation plan