Success and Growth Manager

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

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.

Salesforce and Sales Support

• 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

Coaching Client Success

• 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

Marketing Material Coordination

• 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

Lead Source and Business Development Support

• 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

What We Are Looking For

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.

Position Details

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.

About Doctor Referral Institute

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.