Account Executive

4 weeks ago

Round Rock, United States Bedrock at Home Texas Full time

**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 Home Care Operations/Director of Business Development (if HAS)

**Essential Functions**:

- Works closely with the Director of Home Care Services in the development and execution of the weekly outreach plan and outside community
- Develops relationships with professional referral sources and introduces home care services to the (i.e. physicians, hospitals, senior centers, SNF’s, etc.)
- Successfully meets weekly goals of referral
- Demonstrates a strong knowledge of personalized and individualized sales strategy and
- Successfully obtains organic Home Care leads and referrals, and participates in home visits and creative follow
- 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
- Successfully communicates with hospital and other clinic recruiters to determine RN/MD placement needs and expedites that
- Maintains best placement practices and successful placement of clients into
- Strong integration of referrals into our established continuum through telehealth, therapy, EP, life skills management, pharmacy, med management,
- Increases and maintains sales Converts prospects into clients.
- Facilitates agency networking events to promote home care services and company
- Shares sales discovery with care team during conference
- 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
- Monitors sales call activity by daily activity sheets, completes weekly sales reports in a timely manner, and distributes census report to appropriate
- Ensures that the marketing plans meet all expectations for budget and sales
- Collects information and completes quarterly marketing
- Attends work as scheduled, including nights and weekends, and follows call-off

**Non-Essential Functions**:

- Attends all required training, in-service, and staff
- Maintains confidentiality of business policies & procedures, clients and prospective clients
- Strives to maintain a safe working environment through the prevention of accidents, the preservation of equipment, and the achievement of safe working
- Maintains a positive and professional demeanor toward clients, visitors, families, and co-workers.
- Adheres to all policies and procedures of Spring Hills Home Care
- Performs other duties as

**Valuable Final Products**:

- Achieve monthly & quarterly revenue targets ($15,000HAS; $18,000DBD monthly)
- Achieve & maintain a minimum of 10 active referral sources
- Maintain an active client pipeline range of 5-10 clients at ALL times
- Achieve a minimum of (10HAS; 15DBD) quarterly Unique Admissions (i.e. Therapy, Telemedicine, Life Skills Management, Care Management, Medication Management, Service Packages, Transitional Risk Management Programs, Nutritional Management, Signature Wellness, Placement, Senior Living Partners, Nursing Partners, )
- Achieve a minimum of 15 quarterly new Home Care Admissions
- Successfully conduct 20 quarterly professional presentations to area referral sources, clients, families, and/or prospects
- Achieve & Maintain a minimum of 10 active Power Partner Guides in your assigned region
- Assist in expanding Service Amenity usage to 70% minimum
- Achieve minimum placement requirements (placement of RNs, MDs, home care clients, ); (5HAS; 9DBD)

**Professional Development Career Eligibility**:

- All new/existing associates in the Staffing Coordinator department will be eligible to participate in the Spring Hills Home Care Professional Development Program
- The career tracks listed below will be available for all of our Sales & Marketing Associates4
- Associates must meet ALL conduct and performance expectations in their current role to be considered for any/all professional development opportunities

**Career Development Tracks**:
***:

- HAS > DBD > BopsM > RDO > VPO > EVPO
- HAS > DBD > RDSM > RDO > VPO > EVPO
- DBD > BopsM > DO > RDO > VPO > EVPO
- DBD > RDSM > RDO > VPO > EVPO
- 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
- RDSM — Regional Director of Sales & Marketing
- RDO — Regional Director of Operations
- (E)VPO

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