Local Outreach & Business Development Representative
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About the role
The Local Outreach & Business Development Representative is responsible for building Papa's first dedicated referral channel for our direct-to-consumer (DTC) offering, starting in South Florida. This is a field role focused on developing referral partnerships with the organizations and professionals that influence senior decisions about in-home support: senior-specialized realtors and senior transitions specialists, physical therapy and rehab practices, faith-based organizations, aging-services NGOs and coalitions, primary care providers, independent living communities, local pharmacies, local senior-focused content creators and any other relevant referral partners this role brings to the table. Time Allocation 60% Field-Based Engagement: Conducting site visits, partner meetings, educational presentations, and representing the company at community events. 30% Preparation and Follow-up: Documenting outreach via CRM, managing digital and written communications (calls, emails, mailings), and scheduling. 10% Reporting and Strategy: Providing weekly insights to HQ, participating in internal syncs, and updating materials. Being successful in this role requires comfort collaborating with seniors and senior-adjacent professionals, the ability to build trust quickly in a regulated environment, disciplined self-management, and a strong commitment to in-person engagement. The representative is also expected to continuously iterate on the local referral playbook based on field performance-recommending changes to materials, presentations, and segment prioritization over time.
Responsibilities
- Portfolio Management: Build and maintain a portfolio of referral partners across multiple segments, including healthcare providers, faith-based organizations, NGOs, senior living communities, realtors, and local pharmacies.
- Territory Outreach: Conduct structured outreach and pre-arranged meetings across the assigned territory. Initiate contact to establish relationships, and follow up via phone, email, and mail to convert interest into active partnerships.
- Community Presentations: Deliver educational presentations and represent Papa at senior ministry meetings, NGO coalition meetings, community events, and partner-hosted seminars (e.g., faith communities, Palm Beach Partnership for Aging, Pride Center events).
- Educational Seminars: Facilitate informational sessions and provider-direct outreach at primary care and other healthcare practices.
- Attribution Management: Distribute partner-specific promotional codes in the field to track conversions and ensure clean attribution per partner segment.
- CRM Tracking: Maintain an accurate account list and partner pipeline within the CRM, documenting status, next steps, contact names, and follow-up commitments.
- Funnel Analysis: Track referrals through the conversion funnel (lead $\rightarrow$ sign-up $\rightarrow$ activation $\rightarrow$ 30/60/90-day retention) by partner segment, and report on performance metrics.
- Playbook Iteration: Continuously test and refine the local referral playbook based on market feedback. Regularly recommend adjustments to materials, pitches, and segment prioritization to HQ.
- Collateral Customization: Tailor communication materials and messaging for distinct segments (realtors, healthcare, NGOs, etc.) and collaborate with HQ to refresh collateral as the strategy evolves.
- Regulatory Compliance: Understand and adhere to local municipal rules regarding community outreach (e.g., solicitation restrictions, flyer distribution rules) and utilize compliant engagement tactics.
- Event Representation: Plan and represent Papa at local industry events, expos, and partner-hosted gatherings.
- Feedback Loop: Deliver weekly performance insights to HQ, identifying successful strategies and recommending adjustments.
- Brand Ambassadorship: Serve as the local face of Papa, maintaining professional, consistent, and mission-aligned representation in the market.
- To qualify for this role you must have:
- Market Knowledge: Reside in or within commutable distance to Broward and/or Palm Beach County. Familiarity with the local geography, neighborhoods, and senior-services community is strongly preferred.
- Interpersonal Adaptability: Comfort interacting with seniors and senior-adjacent professionals; ability to establish tru
Benefits
Additional Information
Papa is a new kind of care built on human connection. Across the country, health plans and employers look to Papa to provide vital social support by pairing older adults and families with Papa Pals, trained and vetted companions, who provide a helping hand and an open ear, resulting in less loneliness and better health. Founded in 2017 and headquartered in Miami, Papa is backed by Canaan, Tiger Global Management, Comcast Ventures, SoftBank Vision Fund 2, TCG, Initialized Capital, and Seven Seven Six, among other revered institutional and individual investors. We envision a world where no one has to go it alone. Learn more at Papa.com .
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