Sales Account Executive

Job Description

Job Description

*This is an in office position, Monday-Friday*

The Company You’ll Join

OCD Anxiety Centers has a true passion for bringing help and hope to some of the most underserved clinical populations. We strive to change the lives of individuals and their families who have been suffering from unrelenting anxiety, disturbing and terrifying thoughts, uncontrollable worry, exhausting behaviors and rituals, and avoidance that keeps them from living their lives. We are an evidence-based practice, which means we do what works, we stay up to date with scientific research, and we regularly attend international training to keep us at our very best.

Our Investment in You

• A competitive base salary depending on experience + commissions

• 401k match

• Core benefits: medical/dental/vision, with the company contribution to medical benefits for employee and dependents

• Company-paid employee life insurance

• Voluntary benefits

• Paid time off includes 15 days (120 hours) of “Paid Time Off”, 5 days (40 hours) of “Sick Time”, and 9 days (72 hours) “Company holiday” pay

• Paid specialized ongoing training, strengthening your skills, experiences, and connections that will help advance your career

The Team You’ll Work With

The success of our organization is dependent on the trust and confidence we earn from our employees, clients, and community. Our values are connected to our work at OAC and are measured against the highest possible standards of ethical business conduct.

• We act with integrity and communicate honestly and openly

• We are passionate about meeting the company’s needs and delivering for our clients

• We are accountable for all our own actions

• We work together as a team and are committed to excellence and innovation

• We respect each other and celebrate our diversity

We set the bar that high for practical and aspirational reasons. Candidates with similar ethical standards, who have the ability to adapt to a fast-moving working culture, and who are committed to providing excellent client service are encouraged to apply.

The Purpose of Your Role:

The Sales Development Rep is responsible for driving admissions growth in markets served exclusively by the virtual program. This role conducts high-volume outreach to providers, community partners, and potential referrers to generate qualified leads and convert interest into scheduled assessments. Through consistent follow-up, relationship building, and clear communication of clinical offerings, the Sales Development Rep expands awareness of OCD Anxiety Centers and helps virtual programs meet or exceed census goals. Primary markets include, but are not limited to, assigned areas in California, Washington, and Virginia.

Key Performance Indicators and Reporting

• Complete 500 outgoing phone calls to referral sources each week, based on available technology and supervisor direction.
• Complete 100 outbound emails to referral sources each week.
• Conduct 20 virtual meetings with referral sources each week.
• 6 Tours per month based on available technology
• Host 1 event per month.
• Use ZoomInfo drip campaigns to achieve a minimum 1% response rate.
• Achieve the admissions ramp: Month 1 training; Month 2 continued training, appointment scheduling, and 1 admission; Month 3 2 admissions, then follow the standard admissions cadence as assigned.
• Document every interaction in Salesforce, including calls, texts, emails, Teams meetings, follow-up tasks, notes, referral source updates, and new contacts.

Upon achieving these key performance indicators, your supervisor will meet with you to review progress and collaborate on establishing new performance goals that reflect continued growth and excellence.

Core Competencies

• Interpersonal Communication - Communicate effectively with clients, referral sources, team members, and Company leadership while adapting communication to a multidisciplinary environment.
• Prospecting - Identify and connect with potential referral sources and partners to expand the organization’s reach and increase referral activity.
• Relationship Building - Establish long-term relationships with healthcare providers and key decision-makers to drive referrals.
• Data Management - Accurately track and report outreach activities, referral contacts, follow-ups, and account movement using Salesforce.
• Objection Handling - Address concerns and resolve barriers to referrals through clear communication and problem-solving.
• Tech Proficiency - Use CRM systems, phone systems, email, Microsoft tools, virtual communication platforms, and structured workflows effectively.

Core Responsibilities - These duties may vary depending on job assignments and Company needs.

Provider Outreach and Prospecting

• Achieve weekly outbound call goals to referral sources as set by your supervisor.
• Introduce OCD Anxiety Centers and the Virtual IOP program to referral sources and community partners.
• Identify providers treating OCD, anxiety disorders, and related clinical populations.
• Conduct needs analysis to evaluate referral relationships and identify how the Company can support each provider or organization.
• Educate referrers about services, patient suitability, clinical outcomes, and the referral process.
• Address and resolve objections or concerns referrers may have.
• Schedule virtual introductory meetings and complete follow-up calls, texts, and emails to maintain engagement and build long-term referral relationships.

Virtual Provider Meetings and Relationship Management

• Meet with providers via Teams to educate them on OCD Anxiety Centers, outcomes, success stories, the referral process, recognizing OCD themes, ERP, admission criteria, insurance acceptance, clinical outcomes, and Virtual IOP services.
• Conduct virtual meetings with therapists, psychiatrists, mental health hospitals, treatment centers, pediatricians, primary care providers, OB/GYNs, and other key referral sources.
• Deliver group educational presentations and facilitate one-on-one follow-ups with referral offices to express gratitude and strengthen relationships.
• Manage and nurture relationships through consistent, timely communication with referral sources.
• Multitask by typing notes while actively connecting with providers.

Outreach and Admissions

• Achieve admissions goals by fostering strong relationships with healthcare providers and driving patient referrals.
• Follow up on referrals to support a smooth process and help providers navigate workflow barriers.

Salesforce and Data Management

• Document every interaction in Salesforce. If it was not documented, it did not happen.
• Maintain up-to-date records of referral contacts and activities, including key information such as email addresses for marketing purposes.
• Submit accurate and timely monthly expense reports.

Territory Management and Partnership Development

• Develop strategic outreach plans by state, including drip campaign content, high-value organization prioritization, call campaigns, and provider pipelines.
• Focus on managing high-yield referral sources within the assigned territory.
• Set daily, weekly, and monthly goals for outreach activities and admissions, with clear action plans.
• Prospect and engage with potential partners, including hospitals, inpatient facilities, and behavioral health providers.
• Meet with key decision-makers to establish partnerships, understand their needs, and address barriers to treatment.

Cross-Department Collaboration and Team Support

• Work closely with Admissions, Marketing, and Regional Directors to coordinate outreach, drip campaigns, follow-up, and admissions activity.
• Offer training and support to team members to enhance skill, consistency, and productivity.

Required Qualifications

• Minimum of 1 year in a virtual sales or outreach role preferred.
• Proven ability to manage and cultivate relationships effectively.
• Demonstrated sales skill, prospecting discipline, follow-up consistency, and objection-handling ability.
• High comfort level with virtual communication tools, including video calls, phone systems, email, and messaging.
• Proficiency in Microsoft Word, Excel, Salesforce, and other relevant software applications.
• Ability to complete accurate and efficient electronic data entry.
• Consistent punctuality and excellent attendance.
• Highly organized, detail-oriented, proactive, and capable of working independently to complete responsibilities.
• Strong multitasking, problem-solving, interpersonal, written, and verbal communication skills.
• Collaborative and team-oriented approach to work.

Skills and Expertise

Inside sales, inside sales outreach, provider relationship building, prospecting, referral source development, clinical service education, admissions growth, Salesforce documentation, Microsoft Word and Excel, ZoomInfo drip campaigns, virtual meetings, phone and email follow-up, objection handling, account management, territory planning, and cross-functional collaboration.

Physical Demands

• Regularly sit, stand, talk, hear, type, and view computer screens for extended periods while completing inside sales outreach, CRM documentation, and provider follow-up.
• Use a reliable computer, phone or headset, camera, video platform, CRM system, Microsoft tools, email, messaging, and other approved systems.
• Communicate by phone, video, email, and messaging with referral sources, providers, community partners, Admissions, Marketing, Regional Directors, and other internal departments.
• Maintain reliable power, internet access, and a professional workspace appropriate for confidential business communication.
• Manage high-volume outbound communication while maintaining accurate notes, follow-up tasks, and referral source records.

Required Reports - The specific reports, recipients, formats, and systems may vary depending on job assignments and company needs.

Daily

• Daily 1:1s, as assigned.

• Percentage of provider referral/completion follow-up.

• Number of calls, emails, and texts completed.

Weekly

• All daily metrics, plus tours or virtual tours/meetings completed as assigned.

• Weekly outreach activity, provider follow-up, and appointment scheduling status.

Monthly

• Percentage change in leads and admissions.

• Events completed, new accounts created, and reactivated or “won back” accounts.

• Number of emails sent in drip campaigns and email click-through rate.

• Budget management and monthly expense report status.

Quarterly

• Number of accounts moved from B to A.

• Number of accounts moved from C to B.

• Quarterly review of account movement, referral source quality, and admissions impact.

Disclaimer

OCD Anxiety Centers has not designed this job description to contain a comprehensive list of all activities, duties, or responsibilities required of the employee. The Company may change, remove, or assign duties, responsibilities, and activities at any time, with or without notice, based on business needs, growth, compliance requirements, and operational priorities.

Equal Employment Opportunity Commission Statement

OCD Anxiety Centers is committed to providing equal employment opportunity for all employees and applicants without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. This applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, compensation, disciplinary action, termination, and social, educational, and recreational programs.

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