Remote Salesforce Growth & Client Success Lead

Doctor Referral Institute; United States; Remote; USD 41,000 - 69,000; Part time

Job summary

Doctor Referral Institute is seeking a highly organized, proactive Success & Growth Manager to support our internal sales team and healthcare coaching clients. This remote, part-time role focuses on Salesforce-driven sales support, client onboarding, and marketing materials coordination.

The ideal candidate is comfortable holding people accountable, managing activity in Salesforce, and following up consistently to drive growth for clients and the team.

Qualifications

• Salesforce experience is required.
• Extremely organized with strong follow-up discipline.
• Experience coordinating marketing materials and client onboarding.
• Ability to manage referrals and lead sources.

Responsibilities

• Monitor Salesforce activity, opportunities, tasks, and pipelines.
• Ensure team members consistently update Salesforce and maintain data quality.
• Identify follow-up opportunities and keep the team on track.
• Create and maintain reports and dashboards for management.
• Support onboarding of coaching clients and track progress.
• Coordinate marketing materials for clients using Canva and other tools.
• Maintain lead source pipeline and assist with business development.

Skills

Organization

Communication

Follow-up discipline

Relationship management

Sales operations

Education

None

Tools

Salesforce CRM

Canva

Job description

Doctor Referral Institute is seeking a highly organized, proactive Success & Growth Manager to support our internal sales team and healthcare coaching clients. This remote, part-time role focuses on Salesforce-driven sales support, client onboarding, and marketing materials coordination.

The ideal candidate is comfortable holding people accountable, managing activity in Salesforce, and following up consistently to drive growth for clients and the team.