Part Time Success & Growth Manager
Doctor Referral Institute
Doctor Referral Institute is seeking a highly organized, proactive Success & Growth Manager to support our internal sales team and our healthcare coaching clients.
This is not a traditional customer service position. We are looking for someone who is comfortable holding people accountable, managing activity in Salesforce, following up consistently, coordinating marketing materials, and helping both our team and our clients execute their growth plans.
• Monitor Salesforce activity, opportunities, tasks and pipelines
• Make sure team members are consistently updating Salesforce
• Identify opportunities that need follow up
• Help keep team members on track
• Maintain accurate and organized Salesforce data
• Create and maintain reports and dashboards
• Provide management with a weekly summary of opportunities, activity and areas needing attention
• Assist with onboarding new coaching clients
• Help clients stay on track with training, assignments and implementation
• Follow up with clients on outstanding action items
• Assist clients with developing and tracking referral sources
• Identify clients who are falling behind and proactively reengage them
• Coordinate with DRI coaches to ensure clients are progressing
• Coordinate marketing materials for DRI clients
• Help customize flyers, referral materials, presentations and other resources
• Manage templates and client marketing requests
• Work with Canva and other marketing tools
• Ensure clients have the materials needed to successfully market their practices
• Maintain DRI's lead source and strategic partner pipeline
• Follow up consistently with potential lead sources and partners
• Help secure introductions to potential DRI clients
• Track lead source activity and results
• Assist with scheduling Referral Evaluations and sales opportunities
• Make sure promising opportunities do not fall through the cracks
The ideal candidate is extremely organized, comfortable communicating with healthcare professionals and salespeople, and does not need to be reminded to follow up.
Salesforce experience is required.
We are specifically looking for someone with experience in several of the following areas:
• Salesforce CRM
• Customer success
• Sales operations
• Account management
• Business development
• Healthcare sales or marketing
• Canva and marketing material coordination
• Pipeline management
• Reporting and dashboards
• Client onboarding and implementation
You must be comfortable holding both clients and team members accountable in a professional and positive manner.
Schedule: Approximately 10-20 hours per week
Location: Remote
Compensation: $30 to $50 per hour depending on experience
Additional Compensation: Performance bonuses available based on results
This position has the potential to grow in hours and responsibility based on performance and company growth.
Doctor Referral Institute helps healthcare practices develop, implement and manage systematic referral growth programs. We work with healthcare organizations across the country to build stronger relationships with physicians, providers and other professional referral sources.
We are looking for someone who wants to become an important part of our growth and help both our internal team and our clients succeed.
Please submit your resume along with a brief explanation of your experience with Salesforce, customer success, sales operations and healthcare.
Please specifically describe your Salesforce experience and what you have personally used Salesforce to manage, track or report.
