JOB DESCRIPTION & VALUABLE FINAL PRODUCT ATTESTATION Position Title: Account Executive/ Senior Account Executive Department: Sales and Marketing Reports to: Director of Operations Created by: Regional Vice President of Sales Created on: January 2023
Position Summary: Represents the agency on various levels cultivating relationships. This position is responsible for meeting sales goals through referral generation and effective sales counseling. Helps create community initiatives, which allow the agency to raise its public exposure, create industry awareness, and develop referral relationships. This position reports to the Director of Operation /Business Operation Manager.
Essential Functions:
Works closely with the Director of Operation/Business Operation Manager in the development and execution of the weekly outreach plan and outside community involvement.
Develops relationships with professional referral sources and introduces home care services to the public. (i.e. physicians, hospitals, senior centers, SNF’s, etc.)
Successfully meets weekly goals of referral outreach.
Demonstrates a strong knowledge of personalized and individualized sales strategy and implementation.
Successfully obtains organic Home Care leads and referrals, and participates in home visits and creative follow up.
Works with Spring Hills Assisted Living Sales teams to assist their prospects with Home Care services
Initiates and completes acquisition of lead/pipeline/caseload and conducts thorough home care assessment protocol and documentation adherence.
Successfully communicates with hospital and other clinic recruiters to determine RN/MD placement needs and expedites that process.
Maintains best placement practices and successful placement of clients into facility.
Strong integration of referrals into our established continuum through telehealth, therapy, EP, life skills management, pharmacy, med management, etc.
Increases and maintains sales goals. Converts prospects into clients.
Facilitates agency networking events to promote home care services and company brand.
Shares sales discovery with care team during conference meetings.
Maintains a strong market understanding to obtain current knowledge of key competitor pricing, strengths, and weaknesses
Maintains a detailed, manual tracking system on all prospects and referrals.
Job Description & VFPs – DBD/AE Jan2023
Monitors sales call activity by daily activity sheets, completes weekly sales reports in a timely manner, and distributes census report to appropriate personnel.
Ensures that the marketing plans meet all expectations for budget and sales goals.
Collects information and completes quarterly marketing plan.
Attends work as scheduled, including nights and weekends, and follows call-off procedures.
Non-Essential Functions:
Attends all required training, in-service, and staff meetings.
Maintains confidentiality of business policies & procedures, clients and prospective client’s information.
Strives to maintain a safe working environment through the prevention of accidents, the preservation of equipment, and the achievement of safe working practices.
Maintains a positive and professional demeanor toward clients, visitors, families, and co-workers.
Adheres to all policies and procedures of Spring Hills Home Care Services.
Performs other duties as assigned.
Valuable Final Products:
BOC – Business Office Coordinator
H&W— Health and Wellness Coordinator
DBD — Director of Business Development
BopsM — Business Operations Manager
H&WPM — Health and Wellness Program Manager
DH&W — Director of Health and Wellness
RDOH&W — Regional Director of Health & Wellness
DO — Director of Operations
AE- Account Executive
SAE- Senior Account Executive
RADS — Regional Area Director of Sales
RDBD- Regional Director of Business Development
RDO — Regional Director of Operations
RVPO- Regional Vice President of Operations
RVPOS- Regional Vice President of Sales
(E)VPO — (Executive) Vice President of Home Care Operations
Salary & Bonus Details:
All professional development & career advancement will be accompanied with a market rate adjustment in compensation per job description/title
All professional development positions will be accompanied with a discretionary bonus performance plan
We are an equal opportunity employer and we are committed to a work environment that promotes diversity, equity, and inclusion