Referral Support Specialist

SLEEPQUEST INC•San Carlos, CA

7d•$71,000 - $79,000•Hybrid

About The Position

We are seeking a proactive and detail-oriented Referral Support Specialist to join our dynamic team. In this role, you will be responsible for managing and optimizing the flow of internal referrals across departments to ensure timely patient access to services, maximize conversion opportunities, and support overall sales performance. You will serve as a key liaison between internal teams, coordinate communication regarding referral status, and provide valuable insights to support strategic business development initiatives.

Requirements

Bachelor’s degree in Business, Healthcare Administration, or a related field (highly preferred)
3+ years of experience in sales coordination, referral management, or healthcare administration
Strong organizational and multitasking abilities
Excellent verbal and written communication skills
Proficiency with CRM systems (Brightree highly desired), EMR platforms, and Microsoft Office Suite
Ability to work both independently and collaboratively in a fast-paced environment
Detail-oriented with a strong customer-service mindset
Strong understanding of confidentiality and compliance standards

Nice To Haves

Experience within a medical service company preferred

Responsibilities

Referral Management Receive, track, and process internal referrals from clinical and administrative departments
Ensure timely and accurate assignment of referrals to appropriate sales representatives or service teams
Monitor referral pipelines and follow up to ensure completion and proper documentation
Process and coordinate out-of-state referrals for telehealth services
Communication & Coordination Serve as the primary point of contact for internal referral-related inquiries
Collaborate with clinical, administrative, and sales teams to resolve referral issues and improve workflows
Maintain accurate documentation and communication logs for all referral activity
Sales & Reporting Support Assist with generating reports related to referral volume, conversion rates, and performance metrics
Analyze referral data to identify trends and support growth strategies
Provide administrative support for sales campaigns, outreach efforts, and relationship management (including email and direct mail campaigns)
Partner with marketing to update sales collateral and manage inventory
Coordinate logistics and marketing support for trade shows and symposiums
Create and distribute monthly “Pop-by” materials
Process Improvement Collaborate with management to streamline referral processes and implement best practices
Recommend improvements based on data analysis and stakeholder feedback