Back to jobs
New

Director of Business Development and Marketing

Burlingame

The Mission

At Sage Eldercare Solutions, we don’t just provide care—we have set the standard for quality of life for older adults and their families since we began in 2001.

We are seeking a Director of Business Development & Marketing to serve as the architect and teacher of how Sage becomes indispensable to referral partners. This leader will scale our growth engine grounded in trust, expertise, and meaningful impact.

This is not a traditional sales or marketing role. It is a relationship-driven, system-oriented leadership position where growth is generated through non-compensated, non-contractual referral relationships built on trust and value creation:

  • Earn trust with high-net-worth families and their professional advisors by delivering meaningful value—solving problems for their clients and becoming a relied-upon resource, not through formal referral agreements or compensation .
  • Build a disciplined system for cultivating a predictable portfolio of Referral Sources.
  • Leverage Marketing as a strategic support function to amplify brand authority and relationship depth.
  • Teach others how to deliver value and grow professional partnerships over time.

The Opportunity

Reporting to the Managing Partner, you will lead the Business Development and Marketing functions, managing a team of Business Development Managers (BDMs), a Marketing Lead, and eventual Intake Lead.

You will be responsible for building a predictable, referral-driven revenue system—one that transforms individual professional relationships into a scalable, high-performing portfolio of trusted advisors.

Success in this role means:

  • Top-of-Mind Status: Sage is the "first-call" resource for a group of Bay Area’s most respected professionals (physicians, fiduciaries, attorneys, and wealth advisors) and we seek to actively and progressively expand that group of referrers.
  • Value creation: Referral sources proactively introduce Sage because of the tangible value we provide to their clients: guidance, problem solving, and trusted solutions, not because of formal partnerships or incentives. 
  • Predictable Growth: Referral relationships consistently generate high-quality inquiries and sustained service hours.
  • System Health: The BD and Marketing teams operate with clarity, discipline, and data-driven confidence, hitting annual targets through a repeatable "value creation" system.

Core Responsibilities

1. Referral Portfolio Leadership

  • Own the Referral Portfolio System: Establish and refine standards for qualifying, classifying (High/Medium/Low), and managing Referral Sources across the team.
  • Drive Predictable Revenue: Oversee a portfolio of Qualified Referral Sources that generates consistent, forecastable client inquiries aligned with company growth targets.
  • Forecasting & Capacity Planning: Translate portfolio dynamics into forward-looking forecasts for inquiry volume, conversion rates, and service hours.
  • Model the Behavior: Personally maintain an active portfolio of high-priority relationships, demonstrating successful qualification, activation, and value delivery.

2. Marketing as a Relationship Amplifier

  • Strategic Brand Stewardship: Execute marketing initiatives (events, content, outreach) that reinforce Sage’s premium positioning and deepen visibility with high-priority Referral Sources.
  • BD Integration: Leverage clinical expertise and storytelling to create "relationship hooks"—such as webinars and educational content—that demonstrate client impact and expertise.

3. Team Development & Operational Excellence

  • Lead & Coach: Mentor BDMs toward "trusted advisor" status and lead hiring/onboarding for the Marketing and Intake functions.
  • CRM & Tech: Enforce CRM discipline and leverage AI to optimize referral workflows and data-driven insights.
  • Bridge BD & Ops: Ensure growth is sustainable and closely aligned with staffing and service delivery priorities.

Performance Objectives & Success Measures

  • Referral Source Growth & Quality: Building and maintaining a strong foundation of named accounts with clear trigger events and financial viability.
  • Referral Activation Rate: Validating that qualification is accurate by ensuring relationships move from "potential" to active, predictable referral behavior.
  • Qualified Inquiry (QI) Volume: Driving a consistent flow of demand directly sourced from the referral portfolio
  • Conversion & Business Impact: Ensuring that referrals are high-quality, translating into converted clients and sustained service hours that meet or exceed planned hours
  • Team Learning Velocity: Increasing the team’s collective effectiveness by improving qualification accuracy, referral activation rates and portfolio discipline over time.

Who You Are

You are a trusted advisor and a builder. You bring:

  • 10+ years of experience in relationship-driven business development Where business was generated through discretionary referrals (not paid or contractual) earned by delivering value to professional partners and their clients.
  • Proven success building repeatable systems that result in measurable revenue growth.
  • The ability to engage sophisticated professionals with credibility, empathy, and clarity.
  • Experience leading and coaching others to achieve high performance while maintaining a "people-first" culture.

Compensation & Benefits

  • Base Salary: $180,000 – $210,000 (commensurate with experience).
  • Incentive Compensation: Performance-based bonus opportunity ($30,000 – $50,000+).
  • Benefits: Comprehensive health, dental, and vision; 401(k) with match; professional development support.

Locations: Open to: | San Francisco Bay Area | South Bay | Peninsula (San Mateo, Burlingame, San Jose, Mountain View), East Bay

Market Reach: You will lead growth efforts across a five-county territory including San Francisco, San Mateo, Santa Clara, Alameda, and Marin. To effectively scale our "value-first" referral model, this role anticipates spending 75% of the time in the field engaging with professional partners and converting inquiries into Sage clients. The balance of your time will be spent working remotely or from our Burlingame office for strategic alignment

Strategic flexibility is a core component of this role. You will have the autonomy to design your own schedule based on the needs of the Bay Area referral market, with occasional travel to our Burlingame office for key meetings and team alignment.

 

 

Create a Job Alert

Interested in building your career at Sage Eldercare Solutions? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...
Sage Eldercare Solutions operates on a 'value-first' growth model. We do not pay for referrals; we earn them through expertise. The proceeding questions help us understand if your experience aligns with this specific philosophy. We use the term 'Referral Portfolio' because we view our professional relationships as long-term assets. We are looking for a leader who knows how to move a relationship from 'potential' to 'active' through value-based education. We define this as a disciplined, segmented group of professional relationships (Attorneys, MDs, Fiduciaries) that provide recurring, predictable inquiries based on earned trust rather than "one-off" networking. Which of the following best describes your experience? *
Select...
Select...
In your most relevant growth roles, were your professional referral sources (the people sending you business) paid a commission, a "kickback," or contractually required to refer to you? *

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Sage Eldercare Solutions’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.