ClearDesk

Project Manager

• Respond to messages from people and groups who want to volunteer
• Collect important details like group size, skills, and preferred dates
• Keep records of all volunteer inquiries and schedules
• Match volunteers with the right activities based on their skills and availability
• Schedule visits and confirm all details ahead of time
• Share important information like directions, expectations, and tasks
• Make sure all required forms are completed before visits
• Coordinate with staff to prepare for upcoming volunteer activities
• Send thank-you messages and surveys after visits, and keep records updated
• Assist the leadership team with daily tasks
• Organize files and keep digital documents easy to find (Google Drive)
• Help create and maintain internal guides and processes
• Research and set up better ways of working when needed
• Help manage different projects across volunteers and programs
• Update and track tasks using tools like Monday.com
• Monitor deadlines and make sure projects stay on schedule
• Communicate with team members and external partners
• Prepare notes and documents for planning
• Follow up to ensure tasks are completed on time
• Help manage and maintain tools like Monday.com and Salesforce
• Learn and use new tools as needed
• Support onboarding and help the team adapt to new systems
• Set up dashboards and tracking systems to improve workflows

Project Management Specialist – Systems, Program Execution

Compliance

• Track caregiver attendance, clock-ins/outs, and full shift completion in real time using Authenticare, quickly contact caregivers for missed, late, or early shifts, guide them on correcting or making up time, record reasons for delays or missed visits, maintain accurate schedules, and run/review reports to track attendance, ensure compliance, and prevent lost revenue
• Maintain and adjust schedules in ERSP to reflect actual hours worked and ensure correct payroll and billing
• Coordinate with team members across five regions to balance shifts and ensure full coverage
• Support caregiver retention through accurate scheduling, accountability, and follow-through
• Communicate professionally with caregivers via phone and VoIP, balancing support with firm expectations
• Assist management in improving EVV (Electronic Visit Verification) processes and overall scheduling efficiency

Project Management Specialist – Systems, Program Execution

Home Care Scheduler, Claims and Compliance Specialist