Referral Business Partner - Community Liaison

Summary of Position: 

This role is the liaison between the practice and our referring dental practices, schools, and other community organizations as well as the manager of our practice level social media channels. This person will possess several key qualities including having strong customer service skills, being congenial, compassionate, creative, proactive, analytical, supportive, organized, self-managed and sales-minded. This person will be an out-of-the-box thinker always looking for new ways to both make the biggest impact within our community and bring in new patients. This person will represent the practice in a positive light, embodying everything that we stand for.

 Essential Job Responsibilities:

• Create marketing outreach plan for referring dentists, schools, and community organizations.
  
  
  
  • Create a delivery calendar for referring dentists, schools, and community organizations and meet assigned deadlines.
  
  
  • Organize and participate in events and deliveries to referring dental offices developing rapport with the doctor and team members that represents the brand of our practice.
  
  
  • Plan, schedule, and coordinate doctor-to-doctor lunches/happy hours, Lunch & Learns, continuing education events, open houses, etc.
  
  
  • Make contact (via in-person delivery or mailed package) with target schools (based on information provided by Fitzco Analytics) at least once every quarter.
  
  
  • Attend key membership meetings with community organizations as strategically appropriate. Strategically promote our brand to these organizations for partnership opportunities (ex: social media giveaways).
  
  
  • Create travel schedules/routes that are the most efficient use of the business’ time.
  
  
  • Create, procure, assemble, and deliver thoughtful, personal, and experiential gifts for our partners.
  
  
  
  


• Prepare reports relating to KPIs for the organization and be prepared to present findings.


• Manage marketing budget for sponsorships and other key playbook initiatives. Collaborate with the practice leadership team on what clinical and brand-focused marketing materials and messages are relevant and should be included in deliveries.


• Strategic planning of community events, including planning giveaways and lead collection, post-event follow up and offers, and setting goals/measuring ROI and general results.


• Collaborate with doctors, practice leadership, and Orthodontic Partners’ marketing team on positive and negative feedback received from outside organizations to facilitate process/service improvement.


• Prepare presentations for community partners to showcase our practice, orthodontic treatments, different ways we can collaborate, etc.


• Execute data capture processes and protocols at consumer-facing events to be used in CRM and retargeting campaigns.


• Schedule social media posts (Facebook, Instagram, and other new channels as they arise) in advance, scheduling ~5 posts per week to each channel. Develop and execute content strategies unique to the style and audience of each channel.


• Respond to Facebook and Instagram messages in a timely manner, using professional brand voice, and handle any requests that come through these channels.


• Track outreach after each interaction with partner contact information and follow-up items.


• Attend regularly scheduled marketing meetings with a prepared agenda.


• Responsible for managing Google review responses.


• Coach and create processes for practice team to regularly collect social media content.


• Assist with creating printed and digital materials for internal and external use, using Canva or similar.

Knowledge, Skills and Abilities:

• Marketing/Sales experience preferred but will consider those who are marketing, sales and referral-minded


• Exceptional customer service skills


• Out-of-the-box thinker


• Affinity of analyzing data


• Detail-oriented


• Exceptional communication skills, both verbal and written


• Possess strong leadership qualities, highly organized, self-motivated and holds one’s self accountable to high standards of excellence


• Self-starter who proactively takes initiative


• Proficiency in Canva preferred, but we will teach the right candidate

Education and Experience:

• High School Diploma, GED or equivalent required


• Proficient in Microsoft Office Suite


• Marketing & sales experience is desirable, but not required if candidate is exceptional


• Referral Marketing experience is highly desired