TN Visa Director Of Client Services Jobs

Client Care Manager (CCM) RN

Bay Area, CA • Full-Time • Exempt • Reports to Care Management Director

About the Role

The Client Care Manager (CCM) is a Registered Nurse who serves in a dual-function capacity across two Care Indeed entities:

• Care Indeed Home Care: As a player/coach pod leader, carrying a direct client caseload supported by Virtual Care Coordinators who handle scheduling and administrative tasks. The CCM’s RN licensure brings clinical assessment capability to the non-medical home care model.
• AskVanessa Geriatric Care Management: As the licensed RN clinical lead for Tier 3 (“The Trusted Advocate”) clients, providing comprehensive geriatric care management including medical appointment attendance, hospital discharge planning, specialist coordination, medication reconciliation, crisis intervention, and detailed monthly clinical reports to families. The CCM also provides clinical support for Tier 4 (“Vanessa Personally”) clients under Vanessa’s direct oversight and case leadership.

This dual-function role positions the CCM/RN at the intersection of non-medical home care operations and clinical geriatric care management, two complementary services that serve the same client population. The CCM’s deep clinical knowledge of pod clients creates a natural pathway for families who need or grow into AskVanessa’s higher-acuity care management services.

ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES

FUNCTION 1: CAREINDEED HOME CARE LEADERSHIP

A. Direct Client Care (Player)

• Conducts comprehensive medical/non-medical assessments for assigned clients: functional status, ADL/IADL needs, cognitive status, home environment, safety risks, psychosocial factors.
• Develops individualized service plans based on comprehensive geriatric assessments, client preferences, and family input.
• Serves as primary contact for assigned clients and families, providing updates and adjusting plans as needs change.
• Conducts supervisory home visits; uses RN clinical judgment to identify health changes and initiate appropriate referrals or escalations.
• Ensures all documentation for assigned cases meets Care Management Policies and Procedures, ALCA and CDSS standards.

B. Pod Leadership (Coach)

• Directly supervises Virtual Care Coordinators who provide scheduling and administrative support for the pod caregiver-client matching, shift coverage, documentation, and coordination tasks.
• Coordinates with Virtual Care Coordinators on caregiver-client matching, shift coverage, and service continuity.
• Manages pod census and triggers Virtual Care Coordinator additions as caseload grows.
• Facilitates pod team meetings; provides the Care Management Director with regular pod performance reports.

C. Service Plan Oversight & Quality

• Reviews and ensures quality and compliance of all service plans across pod clients.
• Monitors client outcomes: service plan adherence, satisfaction trends, incident frequency, caregiver performance patterns.
• Partners with QA/PI Program Manager on compliance documentation, quality audits, and corrective actions within the pod.

D. Caregiver Coordination (Matrix)

• Provides daily clinical and operational direction to caregivers assigned to the pod, supported by Virtual Care Coordinators for scheduling and administrative coordination.
• Communicates caregiver performance observations and training needs to CG Success Supervisors.
• Escalates caregiver performance concerns to the CG Success Manager/Supervisors for formal HR action.
• Participates in new caregiver introductions for pod clients.

FUNCTION 2: ASKVANESSA GERIATRIC CARE MANAGEMENT

AskVanessa is Care Indeed’s geriatric care management service line offering four subscription tiers. The CCM/RN serves as the licensed clinical lead for Tier 3 (“The Trusted Advocate”) clients and provides clinical support for Tier 4 (“Vanessa Personally”) under Vanessa’s direct case leadership.

E. Tier 3 “The Trusted Advocate” Primary Clinical Lead

Target client: Complex medical situations with multiple diagnoses; families experiencing high anxiety or guilt, often following a recent or pending hospitalization or history of readmissions.

• Provides licensed RN clinical oversight for every Tier 3 client interaction and care decision — clinical judgment is present at every touchpoint, not just on escalation.
• Attends all medical appointments with or on behalf of the client: primary care visits, specialist consultations, diagnostic appointments, and follow-up visits. Serves as the clinical interpreter between providers and family.
• Leads hospital discharge planning and coordination: reviews discharge orders, reconciles medications, coordinates follow-up appointments, arranges home care adjustments, and ensures the transition home is clinically safe and supported.
• Provides 24-hour on-call access for Tier 3 families for urgent clinical concerns — enabling real-time triage, guidance, and intervention when situations arise outside business hours.
• Manages specialist referral and coordination: identifies when specialist involvement is needed, facilitates referrals, prepares clinical summaries for receiving providers, and follows up to ensure recommendations are implemented.
• Conducts medication reconciliation after every care change, hospitalization, specialist visit, or new prescription — ensuring the medication regimen is accurate, safe, and understood by the client and family.
• Provides crisis intervention and stabilization support: responds to acute clinical changes, medical emergencies, family distress, or care breakdown situations with clinical assessment, triage, and action planning.
• Prepares and delivers a detailed monthly clinical report to the family: current clinical status, changes observed, appointments attended, medications reconciled, care plan adjustments, and recommendations. This report is a core deliverable of the Tier 3 subscription.
• Maintains comprehensive clinical documentation for each Tier 3 client in the AskVanessa system, separate from CareIndeed Home Care records, in compliance with HIPAA and organizational standards.

F. Tier 4 — “Vanessa Personally” Clinical Support

Vanessa serves as the personal GCM for Tier 4 clients. The CCM/RN provides clinical support under Vanessa’s direction.

• Provides clinical support to Vanessa for Tier 4 clients as directed: attending medical appointments when Vanessa is unavailable, conducting clinical assessments, performing medication reconciliation, and preparing clinical documentation.
• Serves as Vanessa’s clinical backup for Tier 4 clients during Vanessa’s absence, vacations, or concurrent scheduling conflicts.
• Prepares clinical briefing materials and reports for Vanessa’s family briefings and care orchestration meetings.
• Supports Vanessa with specialist coordination, discharge planning, and crisis response as delegated.
• Maintains clinical documentation for Tier 4 clients under Vanessa’s case leadership.

G. AskVanessa Client Pathway & Cross Coordination

• Identifies Care Indeed Home Care pod clients whose clinical complexity, family dynamics, or care trajectory suggest they would benefit from AskVanessa’s geriatric care management services and communicates these opportunities to the Care Management Director and/or AskVanessa intake.
• Ensures continuity between CareIndeed home care services and AskVanessa care management for clients who receive both: the home care service plan and the GCM care plan are aligned and mutually reinforcing.
• Maintains clear documentation boundaries between Care Indeed Home Care records (non-medical, CDSS/ACHC) and AskVanessa GCM records (clinical care management).
• Participates in AskVanessa case conferences and quality reviews as scheduled.

POSITION QUALIFICATIONS

Education & Licensure

• Active California RN license in good standing required.
• BSN preferred; ADN with relevant experience considered.
• Certified Geriatric Care Manager (CMC, C-ASWCM) or willingness to obtain within 12 months preferred.
• CPR/BLS certification required.

Experience

• 3+ years clinical nursing experience with significant geriatric, home care, or community-based experience.
• 1+ year supervisory or team lead experience.
• Experience attending medical appointments with/on behalf of clients and communicating with multidisciplinary provider teams.
• Experience with hospital discharge planning and care transitions.
• Experience with medication reconciliation and polypharmacy management in elderly populations.
• Familiarity with Care management, CMC, CDSS HCO licensing, and geriatric care management standards preferred.
• Experience working with families navigating complex medical situations, high anxiety, grief, or guilt preferred.

Knowledge, Skills & Abilities

• Dual-function capability manages pod operations AND delivers high-touch clinical care management without compromising either.
• Strong clinical assessment skills: identifies condition changes, medication interactions, and care gaps in complex geriatric patients.
• Exceptional communication: translates clinical information into language families understand. Writes detailed clinical reports that are both accurate and accessible.
• Composure under pressure: manages crisis situations, hospital discharges, and family distress with clinical clarity and emotional intelligence.
• Comfortable serving as clinical advocate in medical settings — communicates effectively with physicians, specialists, hospital teams, and pharmacists.
• Player/coach mindset — carries personal caseload while managing and developing a pod team.
• Comfortable in a matrix environment — directs caregiver tasks within the pod while respecting centralized HR authority.
• Empathy, dignity, and respect for client autonomy in all interactions.

HOW TO APPLY

Submit your resume and brief cover letter. We respond promptly to qualified candidates.

Care Indeed is an equal opportunity employer.