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 Rather than focusing on archaic outdated design we strive to consistently question the status-quo and create new and more innovative ways to help aging adults and adults with disabilities maintain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.

Key Responsibilities

Referral Growth & Business Development

• Develop and execute a territory-based outreach plan to generate qualified referrals and drive growth in caregiving hours
• Build and maintain relationships with referral sources including healthcare providers senior living communities social workers and fiduciaries
• Conduct regular in-person and virtual meetings to position IOA as a preferred home care provider
• Consistently manage outreach activities follow-ups and pipeline progression

Consultative Sales & Client Conversion

• Apply a needs-based consultative sales approach to understand client and referral partner needs
• Support prospective clients and families through the intake and enrollment process
• Conduct client assessments as needed building trust and addressing complex care needs
• Partner with Intake and Operations teams to ensure timely conversion from referral to service start

Account Management & Relationship Building

• Serve as a trusted partner to referral sources ensuring high satisfaction and ongoing engagement
• Conduct regular follow-ups and relationship check-ins
• Gather market feedback and share insights with internal stakeholders
• Maintain a strong network of community resources to support clients

Cross-Selling & Program Awareness

• Educate referral partners on IOAs broader portfolio of services including Compania (dementia care) and other programs
• Identify opportunities to connect clients with additional IOA services when appropriate
• Collaborate with program teams to ensure seamless coordination of services

Sales Operations & Performance Tracking

• Maintain accurate and timely data in CRM (HubSpot) and EHR systems (WellSky)
• Track outreach referrals conversions and enrollment metrics
• Participate in pipeline reviews and sales meetings to drive accountability and performance
• Use data insights to adjust outreach strategies and improve results

Marketing & Community Engagement

• Represent IOA at community events networking opportunities and industry forums
• Partner with Marketing on campaigns events and local initiatives
• Support brand awareness through presentations and community engagement

Qualifications & Skills

Education & Experience

• Bachelors degree preferred (Business Marketing Healthcare Communications or related field) or equivalent experience
• 37 years of experience in B2B sales business development or healthcare marketing
• Experience in home care senior services healthcare or related industries preferred
• Proven ability to build referral relationships and meet or exceed sales targets

Sales & Relationship Skills

• Strong consultative (needs-based) selling skills
• Excellent relationship-building and networking capabilities
• Ability to manage a territory and pipeline independently
• Results-oriented with a strong sense of ownership and accountability

Communication & Collaboration

• Strong verbal written and presentation skills
• Ability to engage effectively with both professionals and families
• Collaborative mindset with cross-functional teams

Technical & Organizational Skills

• Experience with CRM systems (HubSpot preferred) and Microsoft Office tools
• Strong organizational and time management skills
• Ability to manage multiple priorities in a fast-paced environment

Compensation & Incentives

• Base Salary Midpoint: -$85000 to $90000 annually
• Incentives: Uncapped commission tied to referral generation enrollments and caregiver hours/revenue
• Benefits: Comprehensive benefits package including health retirement and paid time off

Beware of Hiring Scams

We are aware that some third parties have reposted our job listings in an attempt to scam applicants. Please be cautious and only apply through our official channels.

• Institute on Aging will never request payment or sensitive personal information such as Social Security numbers during the hiring process.
• All official communication will come from a verified IOA email address.
• If you receive any suspicious communication or requests report them to .
• All legitimate job openings can be found on the Institute on Aging Careers Page.

We encourage you to learn more about IOA by visiting us here.

IOA reserves the right to adjust work hours or duties when appropriate.

Institute on Aging is an Equal Opportunity Employer. Institute on Aging is committed to cultivating a diverse and inclusive work environment and providing equal opportunities to all employees and job applicants without regard to age race religion color national origin sex sexual orientation gender identity genetic disposition neuro-diversity disability veteran status or any other protected category under federal state and local law.

Pursuant to the San Francisco Fair Chance Ordinance we will consider for employment qualified applicants with arrest and conviction records.