Territory Outreach Specialist

Job Description

Job Title: Territory Outreach Specialist
Employment Status: Exempt (Salary)
Department: Administration
Reports To: VP of Outreach and Marketing
Location: Dallas & Northeast Texas (Regional Travel Required)

Mission Statement

Leading adolescents to a new legacy.

The mission of Clearfork Academy is to provide the highest quality, professional substance abuse and mental health treatment across a full continuum of care. We are committed to treating patients and their families with respect and dignity as they work toward achieving their highest growth potential in recovery.

This mission is supported through strict adherence to ethical standards and compliance with regulations set forth by the Texas Department of State Health Services and The Joint Commission.

Clearfork Academy is committed to:

• Treating all clients with compassion, respect, and dignity regardless of race, creed, age, sex, disability, or sexual orientation 
• Employing competent professionals who adhere to strict ethical standards, including prohibitions against client exploitation or misconduct 
• Providing accurate and complete information about programs, expectations, and services 
• Offering appropriate referrals when client needs fall outside the scope of care 
• Ensuring discharge processes meet all Texas regulatory standards 
• Maintaining a safe environment in accordance with state and Joint Commission standards 
• Protecting client confidentiality at all times 
• Promoting positive community relationships and responsible client behavior 

Position Summary

The Territory Outreach Specialist is responsible for driving census growth across Dallas and Northeast Texas by developing and maintaining relationships with referral sources and community partners. This role focuses on increasing program awareness, generating qualified leads, and expanding market presence. Must demonstrate clear understanding and communication of Clearfork Academy’s full continuum of care and differentiators when engaging referral sources and community partners. The Specialist serves as a key liaison between the facility, referral partners, and the public, while collaborating closely with Admissions and supporting internal training initiatives.

Patient Population Served

• Age Group: Adolescents and Young Adults (Male and Female) 
• Clinical Population: Individuals meeting DSM-5 criteria for substance use disorders, with or without co-occurring mental      health conditions 

Essential Job Functions

• Demonstrate comprehensive knowledge of facility programs and clinical practices 
• Increase admissions through education of referral sources and community partners 
• Maintain accurate and current CRM documentation 
• Qualify leads and collaborate closely with Admissions to ensure seamless service delivery 
• Develop and maintain referral relationships throughout the assigned territory 
• Manage key business development accounts 
• Respond promptly to outreach and business development opportunities 
• Represent the organization professionally within the community 

Key Responsibilities

• Conduct outreach to treatment providers and recovery networks to increase program awareness 
• Build and onboard new referral relationships within Dallas and Northeast Texas 
• Manage digital and inbound phone leads generated through marketing efforts 
• Accurately document all lead activity in CRM systems 
• Generate and submit qualified leads defined as individuals who meet Clearfork Academy’s admission criteria, including appropriate age range, clinical presentation within scope of care, and financial or insurance viability. 
• Provide complete, accurate, and timely information to the Admissions team to ensure efficient follow-up and continuity of care coordination.
• Participate in ongoing feedback loops with Admissions to evaluate lead quality, improve targeting strategies, and enhance overall conversion effectiveness.
• Maintain working knowledge of inbound marketing channels, including phone and digital lead sources, and support alignment between outreach efforts and marketing initiatives.
• Develop and distribute monthly territory marketing plans 
• Submit weekly performance reports by Monday at 9:00 AM 
• Participate in weekly team meetings 
• Maintain professionalism in all communications and interactions 
• Travel regularly throughout the assigned territory 
• Maintain a structured outreach schedule, including a fully populated weekly calendar, territory routing, and consistent engagement with assigned referral sources and target accounts.

Age-Specific Competencies

• Encourage patient participation in care and decision-making 
• Support patient autonomy while maintaining appropriate clinical structure 
• Demonstrate understanding of adolescent developmental needs 
• Recognize signs of trauma, abuse, or neglect 
• Encourage family involvement in treatment 
• Address concerns related to separation, routine disruption, and lifestyle changes 
• Support patients in expressing fears and anxieties using age-appropriate communication 

Minimum Qualifications

• High School Diploma or equivalent required 
• Minimum one year of experience in substance abuse treatment preferred, or equivalent professional experience      demonstrating strong customer service and professionalism 
• Valid Driver’s License required 
• Must be at least 18 years of age 
• Must pass background check and drug screening 

Knowledge, Skills, and Abilities

• Proficiency in CRM systems and standard computer applications 
• Experience working with chemically dependent populations preferred 
• Strong problem-solving and organizational skills 
• Excellent verbal and written communication abilities 
• Ability to build and maintain professional relationships 
• Effective time management and ability to meet deadlines independently 
• Ability to handle confidential information with discretion 
• Awareness of professional boundaries and willingness to seek guidance when needed 
• Cultural competency and sensitivity to diverse populations 
• Performance will be evaluated based on CRM accuracy, relationship development, responsiveness, calendar development, participation in ride-alongs, and effective territory management including route planning, along with adherence to outreach      processes and standards.

Physical Demands & Working Conditions

• Ability to sit or stand for extended periods 
• Occasional lifting of up to 25 pounds 
• Exposure to cleaning agents, bodily fluids, and healthcare environments requiring adherence to OSHA standards and universal precautions 
• Ability to work in a fast-paced, potentially high-stress environment 

EEOC Statement

Clearfork Academy complies with all applicable federal and state laws, including regulations under 41 CFR 60-1.4(a), 60-300.5(a), and 60-741.5(a). We prohibit discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.