About the Role: 

The Client Care Advisor plays a critical role in helping families navigate one of the most important decisions they’ll make: choosing the right care for a loved one. This role combines consultative sales, care coordination, and ongoing relationship management to guide families from initial inquiry through service start and beyond.

You will lead high-quality consultations to understand each client’s needs, urgency, and readiness, and translate that into clear, appropriate care plans. You are accountable for moving families from inquiry to start, while ensuring a smooth onboarding experience and strong ongoing engagement.

Beyond the initial decision, you will stay closely connected to clients and families, conducting reassessments, ensuring service quality, and adapting care as needs evolve. You will partner with scheduling and operations teams to ensure reliable execution, while maintaining high standards for documentation and compliance.

Success in this role is measured by consult-to-start conversion, client satisfaction, and long-term retention. High performers combine empathy and strong judgment with a results orientation — building trust quickly, creating appropriate urgency, and helping families take action with confidence.

This role includes significant time in the field, including in-person consultations, service starts, and quality visits. It also requires navigating sensitive family dynamics, urgent needs, and occasional after-hours situations

This role requires ~75% travel in the field across the Santa Rosa and Sonoma County area, with reliable transportation and flexibility for occasional evenings/weekends. This role offers annual on-target earnings of $80,000–$95,000, with 20% tied to uncapped monthly commission.

About the Team:

Honor’s Owned & Operated (O&O) team runs company-owned Home Instead markets, serving clients directly while also helping shape how care is delivered across the broader network. O&O is where new ideas are tested, processes are refined, and best practices are developed before being shared more widely. Working in O&O means being close to both clients and execution, with the opportunity to influence how operations, consultations, and service quality evolve at scale. It’s a fast-moving environment that blends hands-on impact with the chance to help define the future of home care with Honor.

As a Client Care Advisor at Honor, you will:

• Own consult-to-start conversion by conducting high-quality consultations and proactively guiding families to timely decisions
• Lead successful service starts by aligning expectations, coordinating care setup, and mitigating onboarding risks
• Drive retention and growth through ongoing client engagement, reassessments, and care plan adjustments
• Serve as a trusted advisor to families, helping them navigate complex care decisions with clarity and confidence
• Partner cross-functionally with scheduling, operations, and Care Pros to ensure consistent, high-quality service delivery
• Use data and systems to manage your portfolio, track performance, and maintain accurate documentation
• Contribute to referral relationship growth and local market reputation as needed
  
  

We’re looking for you to bring: 

• 1+ year of experience in a consultative, client-facing role (e.g., healthcare, senior care, social work, care coordination, or similar)
• Demonstrated ability to guide clients through decisions and drive measurable outcomes (e.g., conversion, retention, service adoption)
• Strong relationship management skills, with experience supporting clients and familes over time and adapting to evolving needs
• Experience owning measurable client outcomes. Examples include consult-to-start conversion, client retention, service adoption, or other performance metrics.
• Experience leading structured conversations (discovery, needs assessment, recommendations, next steps)
• Ability to partner cross-functionally to deliver services effectively and resolve execution challenges
• Comfort working within structured systems and tools (e.g., CRM, documentation standards, defined consult frameworks, Microsoft Office, Salesforce or similar)
• Operational discipline, including managing follow-up, tracking performance, and maintaining accurate records
• Ability to spend ~75% of time in the field, with reliable transportation and flexibility for occasional evenings/weekends.
• Experience working with older adults and families or a background in Healthcare Administration, Social Work, Gerontology, or a related field is preferred

Leadership Principles:

Honor’s Leadership Principles are the foundation of translating our mission into action. These principles define how we show up and make decisions, and how we hire, develop and grow talent.

 While Honor has 13 leadership principles, the following are particularly relevant to this role:

• Relentlessly Focus on Clients: Client Care Advisors start with the client and work backward. They prioritize decisions that improve the client experience, ensure clarity during consultations, and protect service quality over time. Every recommendation, follow-up, and reassessment is grounded in what will best serve the client and their family.
• Always Push: Client Care Advisors set a high bar for consult quality, conversion, and retention. They do not settle for incomplete discovery, passive follow-up, or preventable churn. They continuously raise their own standard of performance and look for ways to improve outcomes.
• Build Trust: CCAs earn credibility quickly with families navigating sensitive and emotional decisions. They communicate clearly, follow through on commitments, and handle complex situations with integrity and respect. Trust is the foundation of conversion, retention, and long-term partnership.
• GSD (Get Stuff Done): CCAs make measurable progress. They move families from inquiry to start, resolve issues quickly, and ensure execution aligns with what was promised. They are action-oriented and accountable for results, not just effort.

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About the Team:

At Honor, we are redefining what homecare can be — blending world-class operations, innovative technology, and compassionate service to transform the industry.

Within Honor, the Owned & Operated (O&O) team is at the forefront of this transformation.

The O&O business is a critical part of Honor’s future growth strategy, serving as a testing ground for innovation, operational excellence, and experimentation that elevates care quality and outcomes across the entire Home Instead network.

About the Role:

As Territory Manager, you will act as the market leader for your territory—owning growth, day-to-day operations, and overall P&L performance within Honor’s Owned & Operated business. Serving  as a steward of the brand, you will further strengthen performance, deepen community presence, and unlock the next phase of growth.

This is a highly hands-on role that combines business development, market execution, and responsibility for the success of your team.  You will lead from the front—personally building referral relationships, driving territory growth, and owning the operation —while laying the foundation to scale the market over time. 

You will step into a lean market environment where you are expected to take ownership of outcomes, working alongside and influencing partners and cross-functional stakeholders while setting a high bar for performance, accountability, and client experience. As the market grows, you will play a key role in building and developing the local team.

Beyond your market, you will help refine operating approaches, test new initiatives, and share insights that shape playbooks across O&O markets. 

This role will be a hybrid of working from home and out in the field in these areas: Santa Rosa, California covering the whole of Sonoma County. You should expect 75+% of your time will be in the field actively developing the market and driving new business. Compensation for this role is Base Salary and uncapped commission for  expected annual OTE of $150,000.

As Territory Manager at Honor, you will: 

• Business Growth and P&L:
•  Own your P&L for the assigned territory, contributing to revenue growth and operational excellence.
• Personally drive growth through  field-based sales activity, local relationship building, and referral development.
• Own the full sales cycle from lead generation through conversion.
• Build and sustain a strong local referral network across healthcare providers and community partners.
• Partner cross-functionally to improve referral generation, sales conversion, and overall client engagement. 
• Translate market insights into actionable strategies.
• Operational Excellence:
• Implement operational playbooks that drive consistency and efficiency within the territory.
• Support efforts to standardize reporting and data accuracy within the territory.
• Lead day-to-day operations across client service, scheduling, and care delivery.
• Implement and refine operating rhythms that drive consistency, efficiency, and high-quality care.
• Use data to diagnose performance gaps and take action to improve outcomes.
• Market Leadership & Team Building:
• Lead by example in the market,  modeling strong performance, ownership, and accountability
• Execute territory goals and priorities in partnership with leadership and cross-functional stakeholders.  
• Manage and develop the territory team and foster a culture of growth and accountability.

Key Results:

• Deliver consistent growth in hours and revenue aligned with territory goals.
• Grow a sustainable, self-generated referral pipeline.
• Improve sales conversion, client retention, and overall market performance.
• Elevate team performance by modeling high standards, directly managing local staff, and driving accountability.
• Implement and refine playbooks that improve consistency and scalability.

We’re looking for you to bring: 

• 7+ years of experience in field sales, operations, or general management roles, including experience growing a territory or market  and  directly leading frontline or quota-carrying teams.
• Proven success in in-person sales and relationship-driven environments, including prospecting, referral generation, and closing.
• Demonstrated success driving territory or multi-site performance, contributing to year-over-year revenue growth through improved client retention, increased referral lead generation, and higher sales conversion.
• Experience operating as a player/coach, leading by example while developing others
• Experience operating in a growth-stage or rapidly evolving environment, where you embrace  ambiguity, take initiative to test and refine new approaches, implement change, and drive continuous improvement in-market.
• Strong analytical and problem-solving skills, with the ability to interpret dashboards, diagnose performance issues, and translate insights into actionable plans; proficiency with Excel and/or BI tools.
• Structured, effective communication to drive partnership and influence with frontline teams and cross-functional stakeholders. 

Nice to Haves:

• Experience in people-scaled or service-based operations, where success depends on frontline performance, staffing stability, and consistent service delivery.
• Experience developing local community partnerships or referral-driven relationships in healthcare, senior services, or other people-based service environments.
• Experience in high-volume staffing, workforce management, or supply-demand balancing (e.g., home care, healthcare staffing, hospitality, retail, or service operations).

Leadership Principles:

Honor’s Leadership Principles are the foundation of translating our mission into action. These principles define how we show up and make decisions, and how we hire, develop and grow talent. While Honor has 13 leadership principles, the following are particularly relevant to this role:

• Always Push: Leaders set a high bar for themselves and others. They know that mediocrity isn't an option; they set ambitious goals, always strive for better, and commit to delivering top-notch service and outcomes.
• Identify Problems: Leaders have a keen sense that an identifiable problem is present. They identify it, determine the root cause and propose a solution. Leaders ensure solutions are implemented and partner as necessary.
• Fly High & Dive Deep: Leaders operate at all levels. They know when to stay connected to the details to enable execution and when to stay high level and empower others. Leaders audit when data and anecdotes differ.
• Find Those Better Than Themselves:  Leaders seek out those that are better than themselves, listen to them, actively engage them in meaningful work and develop them.  They recognize exceptional talent and willingly move them through the organization.

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