Account Development Liaison

Chapters Health•Orlando, FL

About The Position

The Account Development Liaison is responsible for activities that increase referrals and admissions and strengthen relationships with referral sources. The role may involve education, marketing, public relations, customer service, and assistance with patient referrals to support timely access to services. The liaison manages an assigned territory, develops referral sources, and provides account management and customer service. The position involves extensive travel and customer-facing work, including some evenings, weekends, and holidays.

Requirements

  • Bachelor’s degree in a related field or an equivalent combination of education and experience; a bachelor’s degree is preferred.
  • At least two years of professional medical sales experience preferred; other sales experience may be considered, and a healthcare background is considered.
  • Ability to promote all service lines to potential referral sources in competitive areas.
  • Technical proficiency with Outlook, Word, Excel, PowerPoint, and other job-related software.
  • Professional presence and excellent written and verbal communication skills, including public speaking.
  • Valid driver’s license and automobile insurance in accordance with company policy.
  • Willingness and ability to travel throughout the designated service area.
  • Ability to manage time and contacts effectively to achieve desired outcomes.
  • Ability to analyze, evaluate, plan, and execute sales activities and strategies that generate referrals and achieve goals.
  • Ability to work unsupervised, exercise discretion and independent judgment, and make decisions that benefit the territory, organization, and management of the assigned individual budget.
  • Self-motivated and resourceful.
  • Satisfactorily complete competency requirements for the position.
  • Consent to drug and/or alcohol testing after a conditional offer and ongoing compliance with the Drug-Free Workplace Policy.
  • For employees performing services for Florida affiliates, eligibility verification through the Florida Care Provider Background Screening Clearinghouse after a conditional offer and ongoing eligibility.

Nice To Haves

  • Bilingual Spanish skills.

Responsibilities

  • Cultivate, expand, and maintain professional relationships with new and existing referral sources, including hospitals, physicians, skilled nursing facilities, assisted living facilities, and home health and companion care agencies.
  • Maintain a consistent professional presence among identified referral sources in the assigned territory, including participation in appropriate clinical groups and interactions during business hours, evenings, weekends, and holidays to meet admission goals.
  • Spend 90% of activity on customer-facing work and travel, with less than 10% on administrative duties.
  • Manage territory accounts and keep account profile information accurate and current.
  • Complete sales call documentation accurately and promptly in the CRM.
  • Develop data-driven quarterly sales plans focused on admissions and program growth.
  • Create and maintain a structured call rotation for assigned accounts and average more than 50 sales calls per week.
  • Develop new referral sources and businesses within the assigned territory.
  • Provide ongoing education and data updates to referral sources, including patient updates, referral and admission outcomes, educational materials, and statistical analysis.
  • Represent the organization professionally and contribute actively and positively to the sales team, aligning activities with program initiatives and goals.
  • Communicate regularly with referral sources about organizational quality, outcomes, competencies, clinical criteria, and differentiators.
  • Manage accounts and provide exceptional customer service; facilitate communication and resolution between customers and team members.
  • Communicate identified customer concerns to the Director of Business Development.
  • Monitor account growth and loss trends and new-business development; adjust strategies as needed to support year-over-year territory growth.
  • Promote the organization’s image in the healthcare community and meet or exceed assigned goals and productivity expectations.
  • Find efficient ways to manage the territory and customer needs, and complete work and documentation accurately and by deadlines.
  • Perform other duties as assigned.
  • Represent the company professionally; comply with applicable regulations and company policies; observe health, safety, and security practices; protect confidentiality; use resources responsibly; participate in community and professional organizations, performance improvement, research, and educational activities; maintain and improve professional knowledge and electronic media skills; and share expertise with co-workers.
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