Community Liaison - Home Care Business Development

Job Description

Job Description

Employer: OKC Home Care Holdings Inc. (a licensed home care agency) DBA Comfort Keepers

Position Title: Community Liaison (i.e. External Business Development Role, Marketing Representative)

Reports to: General Manager (with overall direction from the owner and sales coach/trainer)

Classification: Salaried

(will have typical 90 days as a probationary period, when we will revisit progress & initial results)

Variable/Incentive Compensation: 1.75% commission on collected revenues from referrals (only for first 3 mos.)

Expected Hours: 36-42hrs. per week, mostly out in the field (Note: this is not a set “9a-5p” role given events)

Office Location(s): 2-3; territories including Oklahoma City/Edmond/Yukon is first priority. Will be expected to assist in Norman and Duncan monthly.

Territories: 3-4 (multiple areas in Central Oklahoma as noted above)

Role Type: Administrative/Office or Clerical, but in an ‘outside’ Sales & Marketing capacity

Job Summary: Comfort Keepers Home Care is seeking an energetic, relationship-driven Community Liaison/Business Development Representative. Responsible for business development in OKC Metro specifically two franchised territories, the role involves networking, building referral relationships, expanding Comfort Keepers’ presence & brand both within OKC metro (a rapidly growing city of >1 million) and in Edmond & Yukon north/northwest of the city, generating referrals, which create leads and prospect/intake calls, ultimately landing assessments and new clients and thus increasing our census and billable hours. Will be substantial focus on finding new referral sources for private pay home care, building a larger base of relationships and recurring cases. If you're passionate about serving others, enjoy building meaningful relationships, and thrive in a results-oriented environment, we'd love to have you join our team!

Company Background: Comfort Keepers Home Care is a provider of uplifting in-home care services. We are a trusted partner for families across the state of Oklahoma dedicated to helping seniors, veterans and disabled adults live safely, independently, and with dignity in the comfort of their own homes. We strive to “Elevate the Human Spirit” in help those older individuals live at the highest quality of life that is achievable. Our agency is driven by a shared commitment to six core values: positive, caring, honest, responsive, collaborative and professional. OKC Home Care Holdings Inc. is a wholly-owned subsidiary of Human Spirit Holdings, Inc., which owns 3 separate, licensed agencies, the other two being in TX. The agency is credentialed with the Veterans Administration (VA) and part of its Community Care Network; it holds a contract with Optum. The business was founded 15 years ago, acquired <2 yrs. ago by the current owner and is being rebuilt and re-organized for growth. The business is expected to grow more than 25% per annum the next 3 years. Comfort Keepers is part of a large, national franchise network, but this is an entrepreneur-led, family owned and operated co.

Position Summary:

The Community Liaison/BD Rep is responsible for creating new business opportunities for the agency, ensuring achievement of the business’ revenue objectives for territories around OKC. The business’ goal is to grow 20-30% per annum across these ‘regions.’ Proudly serving much of Central and Eastern Oklahoma, we partner with families, healthcare professionals, and community organizations to deliver compassionate, uplifting care that enhances quality of life through our unique 'Interactive Caregiving' approach.

The Community Liaison will network, educate, inform, generate awareness & interest, create partnerships, build referral sources, AND SELL through a variety of regular or routine (weekly/monthly) activities: networking with personnel in other home-based healthcare businesses - hospice, home health and private duty nursing (PDN) agencies; meeting with physicians and clinics; joining the owner in meetings with non-profit groups such as the Parkinson's Foundation, AARP, Alzheimer’s Assoc., American Heart Assoc.; relationship building with key area facilities focused on seniors (independent living, assisted living, memory care); interaction with others in the community that cater to the elderly (insurance brokers, placement agents, attorneys, financial advisors); work will involve cold calling, email marketing and social media usage; attending conferences, fairs, seminars & local events to maintain & build new relationships, extend our brand.

Visits will be required in both medical (hospitals, rehabs, dr. offices, primary care centers), and non-medical environments (churches, senior centers, retirement communities, YMCA, veteran’s groups, even country clubs in residential neighborhoods). Person will be responsible for reporting their activities, progress, results (# referrals, prospects, new contacts, starts, new clients), pipeline to supervisor on a weekly basis; person will have 2-4 internal meetings per month - that discussion will cover successes, challenges, and opportunities, review of schedule/calendar, results ; and

BD Rep will develop an ‘annual plan’ (each fall with the owner and GM), revisiting that plan quarterly.

Co-marketing should be limited to 10-20% of your efforts. Will be a monthly budget after 90-day evaluation. Educational events, in-service activities and small gatherings would be expected regularly.

Specific Duties:

• Achieve revenue objectives for the assigned territories (#897, 898, 900, 1103) with the primary goal of bringing in new business, developing new relationships (referral sources) to increase our “census” (# active clients at month end and served over the month), overall number of billable hours, annual revenues and market share in Tulsa and Wagoner counties via in-person meetings, lunches, seminars, local events, gatherings in the community.
• • Target A accounts include, but are not limited to: family/internal medicine/primary care, geriatric & neurological physicians; nurses, social workers, and other personnel at home health, private duty, hospice agencies; directors at independent & assisted living facilities; discharge planners & case managers at nursing homes & rehab centers, adult day care centers, etc.
  • Target B accounts include attorneys, guardians, brokers, bankers, advisors, funeral homes, etc.
  • C will be at your discretion.
  • Targets will be ranked based on number of historic & potential referrals/clients
  • Rankings (1,2,3) will drive frequency of contact, type of contact and spending.
• Performs all phases of sales & BD activities for assigned territories, including qualifying, prospecting, follow up with referrals and prospects, analysis of client needs, presentations of services, potentially attending in-home assessments, re-assessments/POC visits with existing customer accounts when there are changes in condition, and follow-up as necessary.
• Distribute collateral materials and CK-approved content monthly via email, social media
• Visit with all new clients within 60 days and assist operations with customer service / QA matters as needed
• Works closely with CCCs on communication back to physician and HHA, i.e. “care coordination”.
• Plan and execute various events, campaigns to broaden our reach, grow our brand, e.g. National Day of Joy, Feed Seniors Now, Walk to End Alzheimer’s, Veteran’s Day, Parkinson’s Foundation Moving Day.
• Establishes an annual plan and actively uses it as a working tool, which is revisited quarterly
• Use checklists and tools for tracking activity / meetings
• Use log for mileage & expenses
• Tracks all referrers, activities & notes (FTF contact) in a CRM system - Welcome Home - and within Wellsky (operations/scheduling/care coordination software). Ensures data is reliable usable, understandable and thus results measurable.
• Participates in all scheduled quarterly staff meetings.
• Participated in ongoing professional development and sales training.

Special Projects:

- CRM implementation

- Ongoing market research

- Email list & distribution of “News You Can Use” to referrers (with Angel Mitchel)

Routine / Goals:

• Plan week, set appointments
• Conducts at least 30-35 in-person (or Zoom) visits per week (5-8 accounts per business day).
• • Q3 2026 should involve lots of introductory meetings
• Nurture 20-25 key referral sources monthly
• Three “lunch and learns” with key accounts per month
• One educational in-service/community Q&A session per month
• Four networking or after-hours event s per month (e.g. Linked Network)
• Two tagged social media posts per week
• Send notes, emails and texts with updates and thank – you note’s
• Organize and participate in monthly community events around holidays and industry events such as Mother’s Day, Thanksgiving, Veteran’s Day, Nurses Week, Social Workers Week, Brain Health month, etc.
• Build base of NEW referral sources and contacts in the senior community (add 3-5 per month initially)
• GENERATE 8-10 referrals per month!

Note: This job description is not intended to be all-inclusive. The employee will be expected to perform other reasonable, office-related duties as assigned given size of the business.

Knowledge, Skills, Abilities:

• High energy level. Effort. Preparation.
• Excellent interpersonal skills.
• Strong relationship builder.
• Exceptional customer service skills.
• High integrity and able to maintain high level of confidentiality.
• Knowledge of home care and where/how it fits within broader healthcare industry, local market (senior services, facilities, even competition)
• Effective written communication (will be heavy use of email/text).
• Effective time management skills.
• Good organizational skills.
• Basic computer skills in a Microsoft Outlook / Teams environment.

Key Success Factors:

• Maintain positive, upbeat, professional, business image. Presentable.
• Knowledge of our services, scheduling, operations, and billing... our differentiation (uplifting care).
• Ability to effectively influence others and ask for the business!
• Ability to listen actively, consult and connect with clients & families, and/or their doctors, advisors.
• Ability to clearly communicate information and ideas in-person / verbally or in writing.
• Sustained effort and focus on results. Persistent.

The Comfort Keepers story began in 1998 when Kristina Butler, a registered nurse working in home health care in Dayton, Ohio discovered firsthand the need for someone to assist her patients with their non-medical needs. As a nurse, she was only allowed to tend to their medical, or skilled care, needs. Kristina brainstormed with her family to find a phrase that captured the emotion and sentiment of their future business. Kristina's daughter suggested “Comfort Keepers” based on the company's goal: to keep clients comfortably at home as an alternative to expensive nursing homes and senior facilities. And Comfort Keepers was born! Since 1998, the company has flourished from a dream to 700+ locations worldwide. Today, Comfort Keepers is the solution for uplifting in-home care services to thousands of seniors every day. Comfort Keepers is available in 13 countries through independently owned and operated locations that make a difference in the lives of seniors and other adults in their community.

Company Description

The Comfort Keepers story began in 1998 when Kristina Butler, a registered nurse working in home health care in Dayton, Ohio discovered firsthand the need for someone to assist her patients with their non-medical needs. As a nurse, she was only allowed to tend to their medical, or skilled care, needs. Kristina brainstormed with her family to find a phrase that captured the emotion and sentiment of their future business. Kristina's daughter suggested “Comfort Keepers” based on the company's goal: to keep clients comfortably at home as an alternative to expensive nursing homes and senior facilities. And Comfort Keepers was born! Since 1998, the company has flourished from a dream to 700+ locations worldwide. Today, Comfort Keepers is the solution for uplifting in-home care services to thousands of seniors every day. Comfort Keepers is available in 13 countries through independently owned and operated locations that make a difference in the lives of seniors and other adults in their community.