Esri
Account Executive
Esri, Portland, Oregon, United States, 97204
The Account Executive (AE) assumes responsibility for achieving financial goals by implementing marketing and sales strategies in the assigned territory, aimed at effectively selling and promoting Traditions portfolio of services to skilled nursing facilities, rehabilitation centers, senior living facilities, and senior communities. The AE is also accountable for executing educational activities with administrators, case workers, event planners, and social workers to explain the Traditions value proposition. The AE works with the other sales teams and support teams for the achievement of customer satisfaction, revenue generation, and long-term account goals in line with company vision and values.Education:
Bachelor’s degree or equivalent.Knowledge and Skills:
Excellent communicator both verbal and writtenEffective technical selling skillsGood presentation skillsDetail orientedExcellent organizational skillsExcellent management skillsAbility to establish and expand relationships with diverse referral sourcesMust be comfortable making cold callsAbility to thrive in a fast-paced environmentTransportation:
Reliable transportation. Valid and current auto insurance.Environmental and Working Conditions:
Works in a routine office environment. Noise level may be moderately high. Ability to work a flexible schedule with extended hours. Ability to travel locally with some exposure to inclement weather. Must have reliable transportation, valid and current driver’s license, and auto insurance.Physical and Mental Effort:
Prolonged sitting and some standing is required. Occasional need to lift, pull, carry and push items weighing up to 50 lbs. Frequent need to stoop, kneel, and reach while accessing files. Requires working under some stressful conditions to meet deadlines and agency needs. Requires excellent problem-solving skills.Essential Functions:
Responsible for achieving and exceeding territory admission goals. Meets short- and long-term target account goals.Develop relationships with key facility accounts and service these accounts in a legal and compliant manner.Makes sufficient number of sales calls to meet with 8-10 decision makers per day.Demonstrates the technical selling skills and product knowledge necessary for the Account Executive to effectively present Traditions values and expertise.Partner with the clinical team to ensure the highest level of service and support to our patients, referral sources, and community.Demonstrates effective communication skills with referral sources.Demonstrates effective presentation skills.Educates referral sources on the components of the company’s services.Responsible for public education relative to home health care and hospice services available through the agency and methodologies for obtaining such services.Assists with development and implementation of quarterly Strategic Business Plans and the maintenance of target lists. Prioritizes accounts in accordance with the market sales plan.Has a working knowledge of community resources/vendors. Develops networking relationships in the community.Maintains a professional attitude and works well with others.Identifies and appropriately resolves referral source concerns. Responds to customer complaints in a timely manner.Gathers all needed materials to facilitate patient admission, as needed.Meets minimum administrative standards: a. Document the minimum expectation of sales calls daily in CRM (including pre and post call notes); b. Maintain a complete, up-to-date record of targeted referral sources in territory in CRM.Maintains accurate expense reports, weekly territory reports, and account profile sheets. Reports are submitted on a timely basis.Attends weekly sales calls/meetings.Completes assignments as assigned by supervisor.Other duties as assigned by supervisor.Equal Employment Opportunity:
Traditions Health is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination of any kind based on race, color, sexual orientation, national origin, disability, genetic information, pregnancy, or any other legally protected characteristic.Traditions Health Mandatory COVID-19 Vaccine Policy:
Pursuant to the CMS Omnibus COVID-19 Health Care Staff Vaccination Final Rule effective February 14, 2022, Traditions Health is required to have policies and procedures in place to ensure all facility staff, regardless of clinical responsibility or resident contact, are either fully vaccinated against COVID-19 or have been granted a qualifying religious or medical exemption. All applicants to whom an offer of employment is made shall be required, as a condition of employment, to either be fully vaccinated by their start date or approved for a medical or religious exemption.
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Bachelor’s degree or equivalent.Knowledge and Skills:
Excellent communicator both verbal and writtenEffective technical selling skillsGood presentation skillsDetail orientedExcellent organizational skillsExcellent management skillsAbility to establish and expand relationships with diverse referral sourcesMust be comfortable making cold callsAbility to thrive in a fast-paced environmentTransportation:
Reliable transportation. Valid and current auto insurance.Environmental and Working Conditions:
Works in a routine office environment. Noise level may be moderately high. Ability to work a flexible schedule with extended hours. Ability to travel locally with some exposure to inclement weather. Must have reliable transportation, valid and current driver’s license, and auto insurance.Physical and Mental Effort:
Prolonged sitting and some standing is required. Occasional need to lift, pull, carry and push items weighing up to 50 lbs. Frequent need to stoop, kneel, and reach while accessing files. Requires working under some stressful conditions to meet deadlines and agency needs. Requires excellent problem-solving skills.Essential Functions:
Responsible for achieving and exceeding territory admission goals. Meets short- and long-term target account goals.Develop relationships with key facility accounts and service these accounts in a legal and compliant manner.Makes sufficient number of sales calls to meet with 8-10 decision makers per day.Demonstrates the technical selling skills and product knowledge necessary for the Account Executive to effectively present Traditions values and expertise.Partner with the clinical team to ensure the highest level of service and support to our patients, referral sources, and community.Demonstrates effective communication skills with referral sources.Demonstrates effective presentation skills.Educates referral sources on the components of the company’s services.Responsible for public education relative to home health care and hospice services available through the agency and methodologies for obtaining such services.Assists with development and implementation of quarterly Strategic Business Plans and the maintenance of target lists. Prioritizes accounts in accordance with the market sales plan.Has a working knowledge of community resources/vendors. Develops networking relationships in the community.Maintains a professional attitude and works well with others.Identifies and appropriately resolves referral source concerns. Responds to customer complaints in a timely manner.Gathers all needed materials to facilitate patient admission, as needed.Meets minimum administrative standards: a. Document the minimum expectation of sales calls daily in CRM (including pre and post call notes); b. Maintain a complete, up-to-date record of targeted referral sources in territory in CRM.Maintains accurate expense reports, weekly territory reports, and account profile sheets. Reports are submitted on a timely basis.Attends weekly sales calls/meetings.Completes assignments as assigned by supervisor.Other duties as assigned by supervisor.Equal Employment Opportunity:
Traditions Health is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination of any kind based on race, color, sexual orientation, national origin, disability, genetic information, pregnancy, or any other legally protected characteristic.Traditions Health Mandatory COVID-19 Vaccine Policy:
Pursuant to the CMS Omnibus COVID-19 Health Care Staff Vaccination Final Rule effective February 14, 2022, Traditions Health is required to have policies and procedures in place to ensure all facility staff, regardless of clinical responsibility or resident contact, are either fully vaccinated against COVID-19 or have been granted a qualifying religious or medical exemption. All applicants to whom an offer of employment is made shall be required, as a condition of employment, to either be fully vaccinated by their start date or approved for a medical or religious exemption.
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