Referral Marketing Specialist

ALLIED OMS NEWCO LLC • Southlake, TX

just now

About The Position

Allied OMS is seeking a highly personable and results-driven Referral Marketing Specialist to support the growth of our network of premier oral surgery practices across the San Francisco and Napa Sonoma areas. This role is ideal for someone who thrives in relationship-building, understands the nuances of doctor-to-doctor marketing, and wants to make a measurable impact on patient acquisition and practice growth.

The referral marketing specialist will report to the Chief Marketing Officer and work closely with the Director of Marketing, Associate, Doctor Recruiting & Practice Growth, and other Referral Marketing Specialists.

Requirements

• Wildly personable and engaging – you’re a natural at building trust and relationships
• Experience in referral or field marketing in a healthcare or dental setting is strongly preferred
• Deep understanding of, or eagerness to learn, the oral surgery and dental landscape
• Analytical and process-driven, with a track record of turning insights into action
• Creative and resourceful in developing outreach strategies that stand out
• Comfortable working independently in a field-based role and managing multiple practice relationships
• Must reside in the SF/Napa Sonoma area and be able to travel to local practices
• 2–5 years of experience in referral marketing, field marketing, physician liaison work, or healthcare sales—dental or medical field strongly preferred
• Proven ability to build and manage relationships with providers or B2B partners in a service-based industry
• Highly self-motivated and organized with a track record of independently managing a territory or client base
• Strong verbal and written communication skills, with the polish to represent clinical providers to other professionals
• Demonstrated ability to analyze data, track referral trends, and optimize outreach strategies based on insights
• Creative thinker with a knack for finding fresh, strategic ways to engage a professional audience
• Experience planning and executing lunch-and-learns, provider visits, or small-scale events
• Comfortable using CRM platforms, spreadsheets, or simple analytics tools to stay organized and measure success
• Basic graphic design skills required; must be comfortable creating materials using Canva, Adobe, or similar tools
• Must be based in the SF/Napa Sonoma area and have reliable transportation to visit local practices regularly

Nice To Haves

• Bachelor's degree in marketing, communications, healthcare administration, or a related field is preferred but not required

Responsibilities

• Cultivate and maintain strong relationships with local general dentists, orthodontists, pediatric dentists, and other oral health providers
• Drive awareness and preference for the oral surgeons in the Allied OMS network by showcasing their unique capabilities and patient care excellence
• Execute targeted referral marketing strategies to increase patient referrals across the Northern CA region, specifically SF and Napa Sonoma
• Partner with each practice to understand their referral goals, track progress, and refine strategies accordingly
• Plan and manage outreach visits, lunch-and-learns, small events, and creative campaigns to engage referral sources
• Design simple, on-brand marketing pieces to support referral and event initiatives—including flyers, brochures, and promotional items
• Collaborate with marketing and operations teams to develop materials and messaging that resonate with referring providers
• Monitor, analyze, and report on referral trends and campaign effectiveness; adjust tactics to improve performance
• Ensure consistency and professionalism in all external interactions and materials

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level