Case Manager

North Santa Barbara County
Part Time
Hearts Aligned Inc.

The Case Manager will be responsible for our family support programs in North Santa Barbara County – these include financial assistance, personal support and patient advocacy. The Case Manager will work with the Program Manager to ensure Hearts Aligned programs are being administered. The Case Manager will work with medical referral sources and ensure all families have completed all required forms; are assessed for eligibility; interviewed; and have a well-documented file to be accepted into one or more of Hearts Aligned programs.

Financial Assistance

  • Work with each medical professional referral source to obtain a recommendation for service.
  • Review all applications to ensure they are complete.
  • Contact parents/guardians and conduct initial phone interview and review of the application
  • Conduct in-person interviews with the family
  • Keep Family Information packet and database up to date
  • Document all interactions with the family 
  • Make a report of the recommendations to approve or reject application to the Executive Director 
  • Send approval and/or rejection letters to every family that has applied
  • Interact with Social workers as necessary
  • Facilitate family grants – collect bills/invoices, W-9 forms and complete expense forms.  Invoices will be processed by another individual.
  • Follow-up with families to check on their welfare on a regular and ongoing basis
  • Update client database

Personal Support

  • Work with the Project Manager for program item deliveries
  • Determine type of volunteer needed and schedule volunteers 
  • Provide assistance to those families in need of transportation, household needs, shopping to name a few examples

Patient Advocacy

  • Coordinate other community resources for families – Foodbank, CalFresh, CenCal Health, etc.
  • Continually update available resources as new ones are discovered
  • Assist families with understanding health insurance bills and negotiating payments for past due or current bills

Candidate should have excellent communication skills in English and Spanish – written and verbal. Computer skills are required, use of Google Drive and databases.  The candidate should have excellent organizational and time management skills. Experience working with families in need is preferred. Must have reliable transportation. Must have reliable internet access/connection.


In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow different individuals to perform the essential functions of the job. Must be able to see, hear, speak and write clearly in order to communicate with employees and/or other clients; manual dexterity required for occasional reaching and lifting of small objects, and operating office equipment. Travel all of Santa Barbara County in your own vehicle.


The employee will work remotely but must live in North Santa Barbara County. The employee must have a regular schedule and have approved work hours, between 9 a.m. and 5 p.m. PT.  Hearts Aligned will provide remote employees with a cell phone, laptop, printer and paper. Equipment supplied by Hearts Aligned is to be used for business purposes only. Hearts Aligned is not responsible for expenses associated with working at home, including heat, electricity, internet or phone service.

In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow different individuals to perform the essential functions of the job within the environment. 

Hearts Aligned reserves the right to revise this job description at any time.  This job description is not intended to be an exhaustive list of all duties, responsibilities, and skills required.  The job description does not constitute a contract for employment and does not guarantee employment for any specified period.  The job description does not in any way alter the at-will employment relationship. 

Any applicant offered employment will be required to undergo a Background Check including fingerprinting.


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