What are the responsibilities and job description for the Account Executive - Hospice position at Traditions Health?

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.

Traditions Health is highly invested in not only your overall health, but also your future. This is reflected in the benefits we provide and the opportunities we make available to our employees. Benefits for eligible employees include :

Full range of health insurance-medical (BCBS with 3 medical plan options), dental & vision. (Kaiser Permanente offered to California Employees)
Health Savings Account with employer contribution
Company sponsored life insurance
Supplemental life insurance
Short and long-term disability insurance
Accident & Critical Illness
Employee Assistant Program
Generous PTO (that increases with your tenure)
401(k) Retirement Plan with Employer Match
Mileage reimbursement
Continuing education opportunities
Performance incentive program

About Us : Traditions Health is a leading provider of hospice care, home health care, consulting services and online policy manuals. The company provides care to over 8,500 patients across 18 US states. The company has recently been named to the 2021 Inc. Magazine's “Inc. 5000” list of fastest-growing businesses. As the company continues to expand across the country, Traditions Health remains committed to the same values on which it was founded : focusing on providing patient-focused, compassion-driven care while building strong relationships in the communities it serves. Come Grow with Us!

Educatio n : 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.

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