Home Health Sales Executive

Pathwell Health; San Diego (CA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Pathwell Health in San Diego seeks a Sales Executive to lead business development and education for patients, families, and key referral partners including hospitals and physician offices. You’ll ensure continuity of care and strong communication among all stakeholders.

You will build relationships with case managers, discharge planners, and other professionals; drive referrals and admissions; and educate the medical community on our home health services. Travel is required as part of the role.

Qualifications

• Associate Degree or equivalent required.
• Previous Home Health experience is mandatory.
• Knowledge of medical terminology.
• Excellent written and verbal communication skills.
• Strong customer service and relationship-building abilities.
• Proficient computer skills: Email, CRM, Google Workspace.
• Proficient in Meet/Zoom/Video Conference, PowerPoint, MS Word, MS Excel.
• Willing to travel on short notice to clients and community locations.
• Must have a car with current insurance and a valid driver's license.

Responsibilities

• Establishes and maintains productive relationships with case managers, discharge planners, and other professionals.
• Execute effective sales calls/meetings to identify and meet referral partner needs.
• Educate medical community on home health services using sales calls and literature.
• Execute weekly/monthly goals to increase market share through account development.
• Achieve monthly personal production goals.
• Handle sales administration duties including records, meetings, paperwork, and communications.
• Participate in interdisciplinary team and marketing meetings.
• Assist Intake Coordinator with care coordination and admissions.
• Ensure expectations of referral sources and patient families are met.
• Identify and resolve issues with referral sources or patients/families.
• Triage patient and family issues and escalate when needed.
• Comply with organizational policies; perform other duties as assigned.

Skills

Competitive advantages

Coordinate appointments

Create presentations

Judgment & problem-solving

Collaboration

Independent worker

Interpersonal skills

Education

Associate Degree or equivalent

Tools

CRM software

Google Workspace

Meet/Zoom/Video Conference

PowerPoint

MS Word

MS Excel

Job description

As Sales Executive, you'll be responsible for business development and education of patients and their families and key constituents (e.g., physicians, case managers, discharge planners) at our referral partners, including hospitals, SNFs, ALFs, and Physician offices. You'll ensure continuity of care, smooth interactions, and excellent communication between all involved.

RESPONSIBILITIES

• Establishes and maintains productive relationships with case managers, discharge planners, or other relevant professionals in hospitals, home health agencies, nursing homes, long-term care facilities, assisted living facilities, and physicians in private practices.
• Execute effective sales calls/meetings that identify and meet the needs of the referral partners, including pre-and post-call planning, establishing rapport, good questioning skills, proposing solutions, handling objections, driving referrals, and converting them to admissions.
• Educate the medical community on components of home health care and our organization’s services and programs using sales calls and literature.
• Execute weekly and monthly goals of increasing market share through account development of both existing and prospective referral sources.
• Achieve monthly personal production goals.
• Responsible for all sales administration duties including, but not limited to maintaining accurate records, weekly meetings with tactical/strategic updates, paperwork (485/F2F) delivery or pick-up when needed, timely cell phone and email correspondence
• Participates in interdisciplinary team meetings and regular marketing meetings.
• Assists Intake Coordinator with coordination of care and timely admission of any/all home health patients.
• Ensures that the expectations of the referral source and the needs of the patients and their families are being met.
• May assist in identifying and resolving issues, dissatisfaction, or problems that the referral source or the patient or their family is experiencing.
• Triage issues with patients and family members, resolving them within the scope of the job or escalating them to the appropriate clinical or administrative person/department.
• Complies with all organizational policies and procedures.
• Other related duties as assigned

QUALIFICATIONS & REQUIREMENTS

• Associate Degree or equivalent required
• Previous Home Health experience is mandatory
• Knowledge of medical terminology
• Must have excellent written and verbal communication skills
• Demonstrated strong customer service, and relationship-building skills
• Good computer skills including Email, CRM software, Google Workspace, Google
• Meet/Zoom/Video Conference, PowerPoint, MS Word, and MS Excel
• Must be able to travel with short notice as required for the above duties to clients and community locations
• Must have a car with current insurance coverage and a valid driver’s license

SKILLS AND COMPETENCIES

• Ability to articulate our competitive advantages, specialty programs, and CMS guidelines
• Ability to coordinate and attend appointments/meetings
• Ability to create presentations and reports
• Ability to use good judgment in decision-making and problem resolution
• Ability to collaborate with internal administrative, clinical, and marketing teams
• Ability to work independently with minimal supervision and be self-motivated.
• Must have interpersonal skills to effectively interact with physicians, other health specialists, management, and co-workers through phone, video conferencing, email, and in-person

MENTORSHIP AND CAREER GROWTH

Our team is dedicated to supporting new members. We have a broad mix of experience levels and tenures. We’re building an environment that celebrates knowledge-sharing and mentorship. We care about your career growth and strive to assign opportunities to help each team member develop into a better-rounded professional.