Local Outreach & Business Development Representative

As the Local Outreach & Business Development Representative, you will spearhead the launch of Papa’s first dedicated referral channel for our Direct-to-Consumer (DTC) offering. In this critical, community-facing role, you will build strategic partnerships with the organizations and professionals who guide older adults and their families in securing vital in-home support.

Your target network will include a diverse ecosystem of stakeholders, such as senior-specialized realtors, physical therapy/rehab practices, faith-based organizations, aging-services NGOs, primary care providers, senior living communities, and local senior-focused content creators. This role offers the unique opportunity to build a local footprint from the ground up.

How You Will Allocate Your Time

• 60% Partner Engagement & Community Presence: Driving outreach across the assigned territory through pre-arranged meetings, educational presentations (such as lunch-and-learns), public speaking engagements, and representation at key community events.
• 30% Pipeline Management & Strategic Follow-Up: Conducting targeted communication campaigns (phone, email, digital, and mail), scheduling, updating CRM records, and executing the necessary pre-work to convert interest into long-term partnerships.
• 10% Insights, Strategy & Playbook Iteration: Analyzing territory data, sharing field-level insights with headquarters, collaborating on collateral updates, and continuously refining our local referral playbook to optimize performance.

Key Responsibilities:

• Relationship & Portfolio Management: Build and maintain a strategic portfolio of referral partners across multiple assigned segments (including healthcare providers, community organizations, faith-based groups, and senior-service networks).
• Territory Coverage & Outreach: Travel effectively throughout the assigned territory to conduct pre-arranged meetings and outreach. Utilize multiple communication channels—including phone, email, digital, and mail—to engage partners and convert interest into action.
• Public Speaking & Presentation: Deliver educational presentations and represent the organization at community events, partner-hosted seminars, and coalition meetings.
• Educational Outreach: Execute target-specific outreach strategies, such as educational luncheons and direct provider meetings, to engage prospects who require structured follow-up.
• Data & Pipeline Management: Maintain accurate records of the named-account list and partner pipeline within the CRM, documenting clear statuses, primary contacts, and follow-up commitments.
• Campaign Attribution: Distribute and track partner-specific promotional codes in the field to optimize conversion and ensure accurate attribution across segments.
• Performance Tracking & Analysis: Monitor referrals through the conversion funnel (lead to retention) by partner segment; analyze data to report on performance and field insights.
• Strategy Iteration: Continuously evaluate and iterate on the local referral playbook. Provide regular, data-driven recommendations to headquarters regarding marketing materials, messaging, and segment prioritization.
• Collateral Customization: Adapt messaging and communication materials to effectively resonate with diverse partner segments; collaborate with marketing/HQ to update collateral as strategies evolve.
• Regulatory Compliance: Understand and adhere to local municipal guidelines regarding marketing and outreach constraints, ensuring all field tactics remain strictly compliant.
• Plan and represent Papa at local industry events, expos, and partner-hosted gatherings — including realtor networking lunches, the Pride Center annual senior expo, and Palm Beach Partnership for Aging monthly meetings.
• Deliver weekly insights to HQ on what