Job Description

The Business Development Representative is an essential member of the WEI team. As a member of the Business Development team, the BD Representative will work closely with active referring doctors by nurturing existing relationships and serving as a liaison to assure an easy and efficient referral process, while addressing questions or concerns. In addition to providing excellent and expedient service to the Woolfson Eye Referring Doctor Network, this role is responsible for seeking out new referral sources, while tracking and increasing referrals in their respective territory. This employee will work alongside the business development team to foster and grow lasting, quality relationships with our partnering physicians and optometrists. This role will also work closely with clinical staff and call center teams to boost overall consult and surgery volume.

Requirements

The essential functions include, but are not limited to the following:

• Builds new referral relationships while nurturing existing ones.
• Educates referring doctor and local community of services and WEI physicians
• Serves as liaison between referral organization and practice
• Ensures seamless integration with clinic operations
• Increases new patient and surgical volume to the practice
• Creates & maintains weekly and monthly reports with co-management/referral volume statistics
• Tracks and monitors the progress of referrals and surgical volume
• Represents Woolfson Eye professionally while exhibiting a pleasant and helpful attitude with internal and external customers
• Provides concierge level service which is both knowledgeable and caring
• Coordinates care with the practices to track and ensure communication is clear between Woolfson Eye Institute and referring physicians
• Provides feedback to manager to ensure breakdowns are managed swiftly and promptly
• Enters pertinent data in CRM software
• Maintains account data up to date in CRM software
• Assist with lead and referral tracking as needed
• Work with accounting department to ensure billing agreement paperwork and payments are current
• Maintains a working knowledge of all Woolfson Eye Institute services and practices
• Maintains a solid track record of punctual and reliable attendance
• · Assists Business Development Manager & Clinical Director with planning and promoting OD events and in publishing communications to ODs
• Other duties as assigned

Minimum Qualifications (Knowledge, Skills, and Abilities)

• High School Diploma or GED required
• Associate’s or bachelor’s degree in sales, marketing, healthcare administration or related field preferred
• Exceptional customer service, interpersonal and communication skills
• Intermediate computer skills in Microsoft Office
• Ability to professionally interface with patients, physicians, and clinical staff while balancing multiple priorities
• Self-Motivated
• Attention to details
• Ability to travel as needed
• Proves to be a trustworthy and reliable team member while maintaining a positive attitude each day

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.