What are the responsibilities and job description for the Account Executive position at Traditions Health LLC?
The Account Executive (AE) assumes responsibility for achieving financial goals by implementing marketing and sales strategies, in the assigned territory, aimed at effectively selling and promoting Traditions portfolio of services to skilled nursing facilities, rehabilitation centers, senior living facilities and senior communities. The AE is also accountable for executing educational activities with administrators, case workers, event planners, and social workers to explain the Traditions value proposition. The AE works with the other sales teams and support teams for the achievement of customer satisfaction, revenue generation, and long-term account goals in line with company vision and values. Education: Bachelor’s degree or equivalent Knowledge and Skills: Excellent communicator both verbal and written Effective technical selling skills Good presentation skills Detail oriented Excellent organizational skills Excellent management skills. Ability to establish and expand relationships with diverse referral sources Must be comfortable making cold calls Ability to thrive in a fast-paced environment Transportation: Reliable transportation. Valid and current auto insurance. Environmental and Working Conditions: Works in a routine office environment. Noise level may be moderately high. Ability to work a flexible schedule with extended hours. Ability to travel locally with some exposure to inclement weather. Must have reliable transportation, valid and current driver’s license and auto insurance. Physical and Mental Effort: Prolonged sitting and some standing is required. Occasional need to lift, pull, carry and push items weighing up to 50 lbs. Frequent need to stoop, kneel, and reach while accessing files. Requires working under some stressful conditions to meet deadlines and agency needs. Requires excellent problem-solving skills. Essential Functions: Responsible for achieving and exceeding of territory admission goals. Meets short- and long-term target account goals. Develop relationships with key facility accounts and service these accounts in a legal and compliant manner Makes sufficient number of sales calls to meet with 8-10 decision makers per day. Demonstrates the technical selling skills and product knowledge necessary for the Account Executive to effectively present Traditions values and expertise. Partner with the clinical team to ensure that highest level of service and support to our patients, referral sources, and community Demonstrates effective communication skills with referral sources. Demonstrates effective presentation skills. Educates referral sources on the components of the company’s services. Responsible for public education relative to home health care and hospice services available through the agency and methodologies for obtaining such services. Assists with development and implementation of quarterly Strategic Business Plans and the maintenance of target lists. Prioritizes accounts in accordance with the market sales plan. Has a working knowledge of community resources/vendors. Develops networking relationships in the community. Maintains a professional attitude and works well with others. Identifies and appropriately resolves referral source concerns. Responds to customer complaints in a timely manner. Gathers all needed materials to facilitate patient admission, as needed. Meets minimum administrative standards: a. Document the minimum expectation of sales calls daily in CRM (including pre and post call notes); b. Maintain a complete, up-to-date record of targeted referral sources in territory in CRM. Maintains accurate expense reports, weekly territory reports and account profile sheets. Reports are submitted on a timely basis. Attends weekly sales calls/meetings. Completes assignments, as assigned by supervisor. Other duties, as assigned by supervisor. Equal Employment Opportunity: Traditions Health is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination of any kind based on race, color, sexual orientation, national origin, disability, genetic information, pregnancy or any other legally protected characteristic. Traditions Health Mandatory COVID-19 Vaccine Policy: Pursuant to the CMS Omnibus COVID-19 Health Care Staff Vaccination Final Rule effective February 14, 2022 Traditions Health is required to have policies and procedures in place to ensure all facility staff, regardless of clinical responsibility or resident contact (Home health and hospice employees, Licensed practitioners, Students, trainees, and volunteers; and Individuals who provide care, treatment, or other services for the home health and hospice and/or its patients, under contract or by other arrangement), are either fully vaccinated against COVID-19 or have been granted a qualifying religious or medical exemption. All applicants to whom an offer of employment is made, shall be required, as a condition of employment, to either be fully vaccinated by their start date, or approved for a medical or religious exemption. The policies and procedures specified do not apply to staff who exclusively provide telehealth or telemedicine services, and staff who provide support services for the home health and hospice agencies that are performed exclusively outside of the settings where home health and hospice services are directly provided to patients and who do not have any direct contact with patients, families, and caregivers, and other staff. For questions related to this policy, please contact our talent acquisition team. Traditions Health is a rapidly growing, innovative provider in home health care and hospice. It is our mission to promote health and independence in the patients we serve, to attract and retain exceptional healthcare professionals and to conduct our business with compassion and integrity. We believe that our core values of Integrity, Compassion, Patient Satisfaction, Team Attitude, Compliance, Professionalism, and Commitment are the foundation of our success.
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