Healthcare Account Executive

About the role

The Healthcare Account Executive role with A Place for Mom in Portland centers on representing our company as the primary external presence within assigned hospital and skilled nursing facility networks. You will own the full cycle of identifying, engaging, and converting discharge planning opportunities into qualified senior care move-ins. This position demands rigorous adherence to compliance standards while cultivating trusted relationships with referral partners and families. Your core mission involves guiding families through complex care transitions using a consultative and empathetic approach. Success in this role is defined by your ability to generate a consistent flow of qualified referrals from clinical staff. You will design and manage a structured weekly outreach plan that prioritizes key accounts and emerging opportunities. Documenting every interaction and outcome will be essential for demonstrating value and refining our service offering. You will collaborate closely with internal Healthcare Senior Living Advisors to align referrals with appropriate care solutions. Closing moves relies on your precision in forecasting and coordination across multiple internal stakeholders. Continuous analysis of pipeline and CRM data will inform strategic adjustments to protect and grow your territory over time.

Key facts

What you'll do

Establish and maintain deep relationships with discharge planners, social workers, and case managers at target hospitals and nursing homes.

Own a disciplined pipeline that tracks referral sources, move status, and forecast accuracy across your Portland territory.

Execute a weekly outreach plan that includes in-person visits, phone conversations, and tailored follow-ups to key decision makers.

Convert discharge opportunities into qualified senior care placements by aligning clinical needs with available community resources.

Map existing referral accounts to uncover secondary contacts and create structured nurturing sequences for long term engagement.

Document referral outcomes and feedback to clearly communicate the value delivered to partner facilities and families.

Educate families on care options, ensuring decisions reflect medical requirements, budget constraints, and personal preferences.

Coordinate closely with Healthcare Senior Living Advisors to transition referrals smoothly into community placement or home care paths.

Analyze CRM data to identify gaps in outreach, refine activities, and improve conversion rates across successive quarters.

Pilot small tests in your territory, such as adjusted messaging or sequencing, and share insights to enhance overall sales effectiveness.

Maintain strict compliance with all regulatory and company standards during every customer interaction and documentation step.

Support marketing and operations teams by providing frontline feedback from the field to improve programs and materials.

Balance time across multiple accounts while ensuring timely follow up, accurate reporting, and disciplined pipeline management.

Utilize Microsoft Office, Google Sheets, and a CRM such as Salesforce to track activity, outcomes, and forecast changes.

Build long term strategic relationships rather than focusing exclusively on one time transactions with referral partners.

Requirements

Hold a Bachelor's degree, though equivalent growth driven by results is also considered as a valid pathway.

Possess three to five years of outside sales experience with a proven track record of seeking and converting new clients.

Demonstrate comprehensive knowledge of senior living options and how transitions function within the healthcare ecosystem.

Bring direct experience selling into hospitals or skilled nursing centers as an essential qualification.

Show a history of consistently exceeding quotas while collaborating effectively with marketing, operations, and peer teams.

Exhibit strategic thinking and the ability to build long term relationships instead of pursuing short term engagements.

Display strong presentation skills capable of engaging both executives and clinical staff in complex discussions.

Adapt your approach when facing firm objections while maintaining focus on the family's needs and best interests.

Operate independently within a fast changing and highly regulated sales environment where documentation and compliance are critical.

Practical notes

This role requires daily local travel during the five day business week to align with hospital rounds and facility visits.

Your schedule will need to flex around partner availability and emergent referral opportunities as they arise.

You will manage time across multiple accounts while keeping follow up, reporting, and planning current and accurate at all times.

Comfort with Microsoft Office, Google Sheets, and a CRM such as Salesforce is required to track activity and outcomes.

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