Business Development Representative
Caring Transitions•Glenville, NY
•$18 - $23
About The Position
Caring Transitions of Schenectady is seeking a compassionate and relationship-driven Part-Time Business Development Representative. This role focuses on building referral relationships within the senior services community and generating qualified leads for our transition services. This is a relationship-building role centered around serving seniors and families during downsizing, relocation, estate sales, and home cleanouts. The ideal candidate is outgoing, organized, self-motivated, and comfortable initiating conversations both in person and by phone.
Requirements
- Experience in relationship-based sales, business development, or community outreach
- Comfortable with cold outreach and in-person networking
- Strong communication and follow-up skills
- Organized and self-motivated
- Familiarity with CRM systems preferred
- Proficient with Microsoft Excel and email tools
- Reliable transportation for local travel
Nice To Haves
- Experience working with senior communities or healthcare
- Knowledge of real estate, estate planning, or senior services
- Understanding of referral-based sales environments
Responsibilities
- Build Referral Relationships
- Prospect and connect with referral partners including senior living communities, assisted living facilities, estate and elder law attorneys, Realtors, financial planners, senior placement professionals, and social workers
- Schedule and conduct introductory meetings and facility tours
- Attend networking events and community outreach activities
- Maintain consistent follow-up with referral partners
- Represent Caring Transitions professionally in the community
- Lead Qualification and Coordination
- Qualify incoming leads and gather initial client information
- Coordinate appointments between prospects and the Caring Transitions team
- Ensure smooth handoff from referral source to operations
- Account Management
- Maintain regular contact with existing referral partners
- Provide updates and educational materials
- Request referrals and strengthen partnerships
- CRM and Reporting
- Track outreach activity and referral conversations in CRM
- Maintain organized notes and follow-up schedule
- Monitor performance metrics including contacts, meetings, and referral volume
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
