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Home care roles and descriptions

This task list highlights the responsibilities you can delegate to your RTM (remote team member) giving you back valuable time to focus on providing excellent care.

Home care task list by role

Scheduler
  • Build and maintain up-to-date caregiver schedules across multiple counties
  • Respond quickly when someone cancels a shift or doesn’t clock in
  • Answer calls from clients and caregivers using the VoIP system
  • Update records and case notes in WellSky (we’ll train you for it)
  • Work with the ops team to flag issues and make sure staffing stays smooth
  • Conduct regular check-ins and evaluations with caregivers
  • Generate weekly reports and keep leadership in the loop
Recruiter
  • Source qualified candidates for healthcare roles such as RNs, LVNs, CNAs, HHAs, and caregivers
  • Conduct phone screens and manage interviews via HelloHire or similar tools
  • Use platforms like CareerPlug, job boards, LinkedIn, and Facebook groups for outreach
  • Collaborate with hiring managers to align on hiring needs and timelines
  • Maintain and update candidate records in the ATS and recruitment dashboards
  • Support document collection, license verification, and background checks
  • Track recruitment funnel metrics like application rates, interviews, and time-to-hire
  • Recommend ways to improve hiring workflows and sourcing efficiency
  • Occasionally assist in recruiting for administrative roles when needed
Social Media Marketing Coordinator
  • Plan and execute social media calendar
  • Respond to social media inquiries
  • Create social media profiles
  • Help build a digital network
  • Manage groups, content, and outreach for social media platforms such as Facebook, LinkedIn, Instagram, Twitter, Pinterest, TikTok, etc.
  • Setup and manage planning platforms such as Hootsuite, Soci, Later, or Buffer
  • Create content for social media and other marketing collateral 
Lead Generation & Sales Specialist
  • Lead generation & touch qualification
  • Cold calling & prospecting
  • Appointment setting
  • Client nurturing
  • Follow-up emails & phone calls
  • Clean up and manage any CRM such as HubSpot, Salesforce, Zoho, etc.
Executive Assistant

  • Manage calendars, including scheduling, confirmations, and follow-ups

  • Join meetings on behalf of the AE when needed to maintain client connection and momentum

  • Keep CRM records clean and up to date (we use HubSpot)

  • Track deals in the pipeline and identify next steps or gaps

  • Draft professional emails and follow-ups to support active sales conversations

  • Respond to inbound inquiries and route them to the right internal contact

  • Coordinate with SDRs regarding bounced leads or incomplete contact data

  • Handle ongoing admin tasks to support the AE’s productivity and focus

Bookkeeping Assistant

  • Record daily financial transactions, including payments, invoices, and reimbursements

  • Maintain accurate ledgers and reconcile accounts regularly

  • Assist with payroll preparation and caregiver payment tracking

  • Generate and update financial reports for agency leadership

  • Track client billing, payments, and outstanding balances

  • Organize receipts, expense reports, and supporting financial documentation

  • Support compliance by keeping financial data audit-ready

  • Collaborate with your agency’s accountant or financial advisor as needed