Manage family intake and onboarding operations, maintain CRM records, coordinate onboarding/renewals, generate engagement/retention reports, handle escalations, document workflows, and collaborate with sales, clinical, and product teams to improve customer success processes.

Own onboarding, outreach, and retention for homecare customers: manage CRM data, prioritize tasks and escalations, coordinate renewals, propose process improvements, document workflows, and collaborate with sales, support, and clinical teams.