Community Liaison & Marketer (Dallas)

Responsibilities

• Cultivate relationships with potential partners and referral sources including social workers, case managers, discharge planners, concierge doctors, and specialists among others.
• Actively seek out networking opportunities both inside and outside the industry.
• Consult with potential new clients.
• Inform those seeking care about appropriate options, our service offerings, our company policies and practices.
• Guide clients through the Engagement Documents should they need assistance.
• Follow up with clients missing data in their documents.
• Conduct initial visits and client assessments upon engagement of Company services.
• Carry out follow-up visits as necessary and ensure continued engagement with long-term clients.
• Cook up visits, care-plan updates, and non-medical assessments with Quality Assurance, Scheduling, and the Director of Nursing.
• Maintain regular and effective communication with staff on your assignments and facilitate closed-loop communication between staff, the client, and Scheduling.
• Engage with and get to know staff in order to assist Scheduling with positioning appropriate assets with your clients.
• Aid in and attend regular staff round tables.
• Represent the Agency at conferences, expos, and vendor fairs.
• Utilize company CRM and other software to manage the client pipeline, track referral sources, prospective clients, and forecasts.
• Aid in follow-up from marketing events, communication, and campaigns.
• Cooperate with the Regional Development Director and COO to set realistic targets and budgets.
• Cook up with Scheduling and Finance to ensure accuracy of client billing.
• Communicate with HR and Scheduling to keep operational staff apprised of upcoming staffing needs.

Qualifications

• Minimum of 5 years’ experience, preferred 10+ years’ experience in relevant field/s: Marketing, Sales, B2C, Customer Service, Community Engagement, Communication, Healthcare Sales, Services Sales, Home Health
• Bachelor’s degree - preferred
• Excellent oral and written communication and presentation skills
• Superior interpersonal skills and a solid reputation among peers, professionals, and customers.
• Ability to work selectively with all levels of the organization.
• Capable of thinking creatively and on the spot.
• Aptitude for performing a variety of functions, multi-tasking, and picking up ad hoc projects or new skill sets as directed.
• Ability to self-manage and follow through on growth targets.
• Demonstrate initiative, discretion, enthusiasm, and desire to promote the mission and values of the Company.
• MS Office experience
• CRM experience