ACCOUNT EXECUTIVE | Home Health

Paylocity; San Antonio (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Paylocity in San Antonio seeks a dynamic Sales Representative to drive home health referral growth by building relationships with physicians, facilities, discharge planners, and community agencies. You will deliver presentations, identify growth opportunities, and support patients and families in understanding services.

The role requires a Bachelor’s degree in marketing or related field and at least two years in home care sales, with strong Microsoft Office and CRM skills.

Qualifications

• Bachelor’s degree in marketing or related field or equivalent professional experience.
• Minimum of two years in home care sales or related industry with proven growth in direct sales.
• Proficient in Microsoft programs for communications, presentations, database tracking/reporting, and spreadsheets.
• CRM experience or familiarity preferred.
• Excellent oral communication skills.
• Self-directed with ability to work with little supervision.

Responsibilities

• Develops, implements, and evaluates quarterly and annual territory plans to achieve growth goals.
• Develops business relationships with providers by making effective sales calls and presentations to referral sources.
• Maintains professional and clinical knowledge of provider services and acts as liaison with referral partners and agencies.
• Meets with patients and families to discuss home care services and needs/concerns.
• Builds relationships within intake department and with patient care staff to ensure effective communication with referral sources and internal stakeholders.
• Updates and maintains customer and competitor profiles, logs daily call activity, and documents follow-up plans.
• Serves as agency liaison with physicians, nurses, social workers, discharge planners, and community agencies; supports marketing efforts to educate the healthcare community.
• Prepares monthly tracking reports on referral sources and communicates marketplace changes affecting providers and competitors.
• Collaborates with colleagues to ensure teamwork and uses agency software to complete assignments.

Skills

CRM experience

Microsoft Office

Oral communication

Self-directed

Education

Bachelor’s degree in marketing or related field

Tools

CRM software

Job description

Description

JOB GOAL: To develop business partnerships generating home health referral growth by making effective sales contacts, calls, and presentations. Serves as the agency staff representative with physicians, facilities, discharge planners, and community agencies. Responsible for the overall development and referral growth of the assigned territory.

Essential Functions:

• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• Responsible for assigned territory's overall development and referral growth, including facilities, physicians, home care providers, and community agencies.
• Develops, implements, and evaluates quarterly and annual territory plans to achieve growth goals and implement agreed-upon strategies and actions.
• Develops business relationships with providers by making effective sales calls and presentations to targeted referral sources.
• Maintains professional and clinical knowledge of provider services. Acts as liaison between referral partners and agencies to communicate information about new products, programs, and service delivery.
• Meets with patients and families to discuss home care services and individual needs/concerns and manage expectations as needed.
• Takes the initiative to build relationships within the intake department and with the appropriate patient care resources staff to ensure the establishment of effective communication with referral sources and internal stakeholders.
• Updates and maintains customer and competitor profiles, logs daily call activity, and documents plans for follow-up activities with referral sources.
• Serves as agency staff liaison with physicians, facility nurses, social workers, discharge planners, and community agencies; works with various community agencies to deliver appropriate services for potential patients.
• As requested by the Director of Business Development, participates in marketing efforts to educate the healthcare community about home health programs, including physician calls, lunch and learns, health fairs, a speaker’s bureau, and CEU programs for healthcare providers.
• Prepares monthly tracking reports on referral sources and keeps the agency informed of key marketplace changes affecting providers and competitors.
• Understands that teamwork is a crucial part of our business, and can work well with colleagues, no matter the circumstances. Using individual skills, cooperates with others, and accepts and provides constructive feedback despite personal conflicts between individuals involved.
• Utilizes current Agency and department-specific software to complete assignments.

The above statements are only meant to be a representative summary of the primary duties and responsibilities performed by incumbents of this job. The incumbents may be requested to perform job-related tasks other than those stated in this description.

Requirements

ADDITIONAL DESIRABLE QUALIFICATIONS

• Must be proficient in the use of Microsoft programs for internal and external communications, presentations, database tracking/reporting, and spreadsheet applications.
• Proficiency using a CRM solution is preferred.
• Must have excellent oral communication skills
• Is self-directed and possesses the ability to work with little supervision.

MINIMUM QUALIFICATIONS

• Bachelor’s degree in marketing or related field or equivalent professional experience; and
• Minimum of two (2) years of experience in home care sales or a related industry with a proven record of achieving incremental growth in direct sales.

Environmental/Working Conditions

• No or very limited physical effort required.
• No or very limited exposure to physical risk.
• Work is normally performed in a typical interior/office work environment.
• Reliable transportation and auto liability insurance.
• Computer and basic office equipment.