Account Management and Outreach - Business + Mental Health Referral Development (Remote with Travel, Boston Territory)

Rivia Mind is a psychiatrist-owned mental health practice that emphasizes human connection in mental healthcare. They are seeking an Outreach Coordinator to develop and maintain referral relationships to improve access to mental healthcare resources, engaging with various organizations to drive growth and enhance referral volume.

Responsibilities:

• (70%) Referral Generation & Conversion: Proactively identify, engage, and secure new referrals through new and emerging referral partner organizations to drive growth
• Engage in frequent (average 10 per week) travel within assigned territory for onsite drop-ins to new, emerging, or existing referring organizations, onsite meetings, B2B, and B2C events
• Implement direct sales efforts, including cold calls (average 30 per week), targeted email campaigns (average 100 per week), and print materials delivered during onsite visits
• Participate in extended travel for territory roadshows, networking events, or conferences, as required (average 3-4 per quarter)
• Utilize data insights such as recent new referral sources, recent new patient location, etc., to identify new referral source opportunities and tailor sales messages to the respective audience
• Collaborate with the Marketing team to ensure the delivery of all digital and print materials to prospective partners, and outreach messaging is aligned with Rivia Mind’s messaging framework
• Maintain accurate records in Salesforce CRM to track outreach efforts, onsite visits, and relationship status, noting potential for referral growth with detailed notes regarding referral process, patient mix, and strategic next steps
• Provide feedback and insights on outreach patterns and where opportunities exist or are lacking to inform the overall outreach strategy. Share findings and collaborate with peers to drive overall team growth and understanding
• Capitalize on organic provider referrals through outreach aimed at establishing a robust referral pipeline
• Prepare reports on referral lead generation, conversion rates, engagement, and outcomes to assess performance against territory goals
• Regularly engage in territory mapping to understand key hospital systems, primary care groups, colleges, and insurance networks to optimize strategic outreach and relationship-building efforts
• (20%) Referral Partner Relationship Management: Maintain and nurture relationships with existing referring organizations, specifically with individual referring providers, to enhance referral volume and partner satisfaction
• Maintain consistent communication with referral partners to ensure ongoing engagement and satisfaction with at least quarterly, ideally monthly, check-ins either virtually or in-person
• Conduct routine onsite visits and meetings to strengthen relationships, address concerns, and offer tailored solutions
• Monitor partner feedback on the referral process and patient experience, promptly addressing any issues in coordination with Operations
• Develop customized strategies to enhance partnerships and foster long-term referral collaborations with individual providers while leveraging those relationships to open new referral relationships within an organization
• Support the ongoing development of target referring partners in alignment with the outreach strategy and insights learned from outreach activities
• (10%) Department Collaboration: Collaborate with internal teams to support multi-territory referral strategies and outreach efforts
• Provide weekly updates on new and existing referral relationships
• Actively participate in company-wide and departmental meetings
• Collaborate and engage with the Relationship Management team to share best practices, support team growth, and support conversations regarding outreach approach
• Promote a positive work culture that fosters collaboration, personal well-being, and self-improvement
• Perform other duties as assigned by the department supervisor

Requirements:

• Bachelor's degree in business, marketing, healthcare, clinical field, or related discipline
• A minimum of 3-4 years of progressive experience in mental/healthcare sales, referral relationship development, or healthcare business development
• Two to four years of experience developing and maintaining referral relationships in an outreach-related role - OR - prior Sales/Business Development Representative experience
• Excellent interpersonal skills include the ability to interact effectively and professionally with individuals at all levels, both internal and external
• Must be able to manage multiple tasks/projects simultaneously within inflexible time frames
• Experience in finding prospective new referents, soliciting new business and closing on sales opportunities
• Proven track record of cold calling, outbound sales and CRM records management is required
• Salesforce Experience is a plus
• Extensive experience managing, analyzing, and reporting on various data attributes
• Ability to build & sustain genuine and impactful relationships
• Creative thinker with a strategic mindset and self-starter mentality
• Located within 25 miles of a major metropolis
• Comfortable working autonomously in a remote and multi-location environment
• Equipped with a valid driver's license in good standing, proof of acceptable auto insurance & a reliable vehicle to conduct site visits and attend certain events
• Proficient with utilizing a diverse range of technology platforms and systems (Google Suite required, company-wide platforms/software like Monday.com and EHR/EMR platforms when applicable)
• Intermediate computer skills and technical aptitude required
• Willingness to learn about behavioral healthcare and be conversant in industry terminology