Client Relations Executive
Company: Pathways Home Health & Hospice
Posted on: May 3, 2021
For over 40 years Pathways has been a Bay Area pioneer, leader,
and innovator in Hospice, Home Health, Palliative Care, and Care
Management services. We provide care at home or in settings such as
assisted living, a nursing home, or the hospital. We have offices
in Sunnyvale, South San Francisco, and Oakland. Patients and their
families know us for our personalized, high-quality care, delivered
with empathy, kindness, and respect.
TITLE: Client Relations Executive (Sales)
OFFICE LOCATION: Sunnyvale
TERRITORY: Santa Clara County
SCHEDULE: Full Time
SHIFT: Days and some weekends
Sign On Bonus: $5,000
POSITION SUMMARY: The Client Relations Executive (CRE) makes
essential contributions to the achievement of the organization's
objectives as a field-based business development representative,
consistently meeting the volume expectations for referrals and
admissions. The CRE is expected to travel to various referral
sources and potential patients and communicate Pathways Home Health
and Hospice services, patient criteria and agency policies to
secure appropriate contracts for patient care. The position
maintains and grows current market share and grows new sources of
business sufficient to support the branch's business plan. This
position will work with the Director, Business Development;
Regional Vice President, Market Development; or Vice President,
Sales and branch Director, Operations to develop and execute
AREAS OF RESPONSIBILITY:
Supports Pathways' mission to exceed the expectations of our
customers, associates, and shareholders in the delivery of health
care and support services in a way that a caring family provides.
Supports Pathways' values, strategic goals and high standards of
customer service. Consistently lives People First Behaviors.
Follows the policies and procedures of the organization.
- Adheres to the Corporate Compliance Program, including
confidentiality of HIPAA health protected health information.
Rev 03/2020 Page 2 of 5 Pathways Home Health and Hospice Job
Must meet or exceed established monthly admission target(s) as
provided by their supervisor and determined by the branch monthly
Identifies and qualifies health care relationships within
regional territory with a focus on skilled nursing facilities,
assisted living communities, Community Based Residential
Facilities, physicians and other health care providers and hospital
systems as a source of referrals and admissions. The CRE is
expected to make at least (tbd) site visits each month to various
health care providers and (tbd) telephone calls each month to
health care providers to expand the group of referral sources and
sources for admissions.
Develops and maintains relationships with key customer sources
through regular contact and follow-up procedures.
Acts as the key contact for client troubleshooting and conflict
Responsible for developing and working a yearly business plan
for the region that includes strategies for exceeding established
budgets and goals.
Develops and maintains accurate data on customer relationships
within RSL on each key referral source to provide client
information needed to build strong ties and deliver customer
Communicates to branch(es) on a daily basis to give and receive
vital client information.
Completes reports detailing field activity and results on a
Represents Pathways in relevant professional organizations and
in the community.
Assists in proposal preparation and presentation.
Analyzes and makes recommendations for contracts.
Assists with educating the community about services.
All other duties as assigned.
- Home Health and Hospice CRE(s) Follows referral of a patient to
Pathways, assists facility discharge coordinators in coordinating
quality home care services for clients in the following
a. Determines patient eligibility for home care services and
secures patient admissions.
b. Effectively communicates with appropriate disciplines
involved in the care of potential home care clients, and provides
information and recommendations to Pathways staff.
c. Develops professional working relationships with health care
providers and facilities, generating an open flow of information
and support of home care goals; provides value added counsel,
teaching and resourceful problem solving.
d. Available to all discharge planners, physicians, other
personnel and clients to 1) analyze eligibility for home care or
hospice and provide general guidance in determining if a patient
would benefit from home care or hospice services and/or 2) explain
Medicare and Medicaid guidelines, insurance plan benefits,
financing options, Pathways policies, etc.
- Health care professional credential, Bachelor's degree or
comparable business experience required
- Minimum of one year of related sales experience, preferably in
a health care/medical field or patient transportation
- Excellent sales, customer service and persuasive abilities;
ability to build trusting relationships and gain commitment for
- Excellent communication skills, both verbal and written.
- Strong knowledge of computer-based applications, including
Microsoft Office applications (Excel, Word & PowerPoint) and
territory management systems.
- Excellent time management, organizational, administrative and
presentation skills, as well as the ability to work independently
and interdependently, to interact with all levels of staff and
management, set priorities, manage multiple demands effectively and
use good judgment
- Excellent interpersonal skills with diverse customers and
staff. Must be highly articulate and capable of communicating
effectively with groups and individuals verbally and in writing,
with strong presentation skills and ability to interact with all
levels of staff and management using superior interpersonal and
influencing skills. Communicates with optimism about the
- Ability to travel, valid driver's license, auto liability
insurance coverage according to company policy.
Keywords: Pathways Home Health & Hospice, Sunnyvale , Client Relations Executive, Other , Sunnyvale, California
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