Account Executive

ROLE:
The Account Executive (AE) plays an integral role by coordinating and managing service levels to all
TridentCare customers in a designated geographical territory. The AE will have a select number of
facilities assigned to them for relationship management, but the primary function of this position is in
support of the Corporate Sales Executive (CSE).
TASKS AND RESPONSIBILITIES:
 Take full responsibility for relationship development/management within each facility assigned
to the Account Executive
 Develop relationships with local facility “influencers” which may include, but are not limited to,
the Administrator, Director of Nursing and Medical Director in each of their facilities.
 Cross sell TridentCare Services to assigned facilities.
 Develop and maintain territory coverage with the Regional Sales Director (RSD) and coordinate
with the CSE.
 Responsible for problem resolution in support of the CSEs operating in their geography.
 Problem resolution may include the following:
o Billing issues that require on‐site support
o On‐Site training (various)
o General operational issues that require on‐site support
o Clinical concerns/issues that require on‐site support
 When appropriate, coordinate TridentCare responses (for customer initiated issues) between
the Sales Support Team (SST) and our customers.
 QA Attendance & Participation is a requirement of the position for those limited accounts
assigned to the AE. The Account Executive will coordinate additional QA meeting attendance
with the CSE for critical accounts. In situations where QA attendance is not possible, the
Account Executive is responsible for ensuring the Administrator, Director of Nursing and Medical
Director have electronic copies of their QA reports.
 Generate qualified leads for the CSE
 Identify prospects using all available resources and SUGAR database
 Significant travel required as needed within the assigned territory, with daily account visits
required. Weekly and monthly call schedule will be approved by RSD and coordinated with the
CSE.
 Report customer product experience issues through appropriate channels in an accurate and
timely manner.
 Work as a liaison between the customer, external and internal TridentCare Operations.
 Track personnel changes within client facilities, develop and maintain accurate prospect and
account file using the SUGAR database and DDF system.
 Assist in the gathering of critical information for RFP responses.
 Conduct new facility set‐ups in person