Healthcare Sales Representative/Outreach Specialist
TriOptus
Outreach Specialist
InnovAges passion and mission is to enable frail seniors to age independently with dignity in their own homes. Our PACE (Program of All-inclusive Care for the Elderly) program is a patient-centered all-inclusive care model that offers qualified seniors an alternative to a nursing home. We provide customized and coordinated healthcare and social engagement for our participants supported by a cross-functional team of medical experts. We are dedicated to expanding this successful program to serve as many seniors as possible across the country.
We want experienced healthcare-centric salespeople to channel their passionate, results-driven approach to expand our programs reach. Self-starters with experience in post-acute, senior, and managed care settings will focus on cultivating community referrals within their territory, providing education of PACE services (phone and in person) with the goal to enroll 8 eligible participants each month. Our field-based sales team uses Salesforce CRM to foster relationships with referral sources, plan their days and grow their book of business. If the community is your office, join the future of senior care and apply today.
Under the direction and supervision of the Regional Sales Director, the Outreach Specialist is responsible for all sales activities and engagement to achieve professional, community, and government entity referral and enrollment goals in the assigned territories to support increasing the funnel to reach and exceed census targets.
B2B Sales/Business Development
- Executes the Marketing/Sales Plan for InnovAge and exceeds monthly enrollment quotas (minimum 6-8 enrollments/month).
- Develop and execute the sales strategy of assigned territories for the Program of All-inclusive Care for the Elderly (PACE).
- Prospects new account opportunities based on research.
- Creates strong relationships with referral sources in order to effectively educate others regarding InnovAge PACE services using technical selling skills and product knowledge. Referrals sources within channels including, but not limited to, healthcare professionals, inpatient/outpatient healthcare settings, independent living communities, government entities, faith-based groups, community resources.
- Increase the account volume of referral sources in their assigned territories, as well as referral volume through strategic account management and follow up to meet and exceed assigned minimum performance and activity expectations.
1. 6-8 enrollments/month as assigned to the individual territory post ramp up period
2. 2 self-generated leads/day with minimum 35% conversion to qualified referral, or higher based on historical territory analysis
3. 25 sales call attempts/week, at least 10 of which result in meaningful contacts and actionable next steps
Creates and conducts effective proposal presentations to referral sources.
B2C - Individual Potential Participant Qualification
Creates and conducts effective proposal presentations to prospective participants.
Receives communication from call center, broker, and/or other Outreach Specialist to handoff complex leads requiring further qualification.
Identifies populations of Medicaid, Medicare, Dual Eligible, VA, and Private Pay individuals and strategically aligns InnovAge PACE services within their communities through referral channels.
CRM Workflow and Documentation
Maintains accurate records of all sales and prospecting activities including sales calls, presentations, closed sales and follow up in the CRM.
Develops and manages accounts by maintaining regular contact with referral sources and documents communication in regard to type of contact, follow-through, and results for the assigned territory and business line being worked directly into the Customer Relationship Management (CRM) software in real time. Maintains the InnovAge CRM for qualified account and prospect leads through referrals, telephone canvassing, face to face meetings, cold calling referral sources, email and networking.
Identifies the customer/referral need, matches the need to the value of InnovAge PACE services offered and then asks for the referral and/or sale based on strong listening skills and the ability to empathize with the customer.
Participates and contributes to the development of InnovAge PACE related educational programs offered to referral sources, prospects and company employees.
Regular reporting on goal attainment and performance as requested by sales leadership.
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