Home Care Sales, Business to Business

IOA is on the forefront of revolutionary healthcare models, reshaping the way people can age in place. Our innovative models transform lives, enhance communities, and save healthcare systems millions of dollars. Rather than focusing on archaic outdated design, we strive to consistently question the “status-quo” and create new and more innovative ways to help aging adults and adults with disabilities maintain their quality of life.

With over 23 programs, we offer multiple ways to aid seniors maintain their health, well-being, independence and participation in the community, fulfilling our mission.

IOA is on the forefront of revolutionary healthcare models, reshaping the way people can age in place. Our innovative models transform lives, enhance communities, and save healthcare systems millions of dollars. Rather than focusing on archaic outdated design, we strive to consistently question the “status-quo” and create new and more innovative ways to help aging adults and adults with disabilities maintain their quality of life. With over 20 programs, we offer multiple ways to aid seniors maintain their health, well-being, independence and participation in the community, fulfilling our mission.

Embrace the opportunity to become an integral part of a pioneering team dedicated to reshaping the landscape of senior care. At Institute on Aging (IOA), we have set the gold standard for excellence in services tailored to older adults and individuals living with disabilities. If you thrive on the excitement of sales and are eager to showcase our unparalleled quality and esteemed reputation, then this opportunity is tailor-made for you. Step forward and join us on our journey to redefine the future of senior care

As the Community Liaison for Institute on Aging's home care division, Corio, your primary objective is to generate qualified referrals through strategic business-to-business (B2B) sales initiatives. Working collaboratively with IOA teams (Corio, Companioa, Connect, and Marketing), you will ensure that every client referral aligns with IOA's exemplary service standards. Through fostering community partnerships, engaging in public relations activities, leveraging events, social media, and executing marketing initiatives, you will champion the positive image of IOA. Additionally, you will play a pivotal role in facilitating the intake to enrollment processes for prospective clients, their fiduciaries, and referral sources.

Essential Job Functions:

• Develop and execute a Strategic Account Plan for B2B community partnerships, nurturing relationships, tracking outreach activities, and following IOA's consultative sales process.
• Cultivate and sustain relationships with referral sources to enhance brand awareness and increase enrollments for IOA Home Care (Corio) and Services for those living with Dementia (Companioa) programs. Ensure ongoing business satisfaction through routine follow-ups and relay feedback to program leaders.
• Maintain comprehensive knowledge of Corio and Companioa service offerings, consistently conveying messaging through social media and community presentations.
• Handle incoming inquiries, assess prospects' needs, provide information, and facilitate necessary follow-ups with team members.
• Conduct assessments as required, building rapport with prospects and their families, addressing concerns, and converting qualified leads to enrolled clients.
• Champion delivering the ideal client journey at every opportunity, from meeting with clients to working with and inspiring internal staff. 
• Enter prospect and client information accurately and promptly into the sales automation system (HubSpot) and the electronic health record (WellSky) as appropriate, including follow-up notes and referral sources.
• Stay informed about Corio and Companioa programs' strategic positioning in the market, identifying opportunities for reputation enhancement and referral base expansion.
• Collaborate with program leaders to achieve census goals, resolving enrollment process barriers promptly to ensure timely client enrollment.
• Assist in generating monthly data on key outreach and enrollment metrics. Review and update qualified leads reports in the HubSpot and WellSky, as appropriate.
• Develop and maintain an effective network of community resources for client referrals, keeping Corio and Companioa team members informed.
• Provide after-hours support to referral partners, prospective clients, and active clients as necessary.
• Participate in weekly pipeline meetings to review prospects, devise enrollment strategies, and determine follow-up actions for B2B relationship management.
• Participate in weekly or biweekly sales coaching meetings
• Lead weekly business development meetings with Corio and Companioa teams, providing overs