UNKNOWN

FEED

OTHER

The Outreach Representative serves a critical role in connecting the Outreach Department, Call Center, and Admissions teams to streamline referral management, stepdown planning, and aftercare coordination. This individual ensures the efficient handling of both inbound and outbound referrals while supporting client outcomes and maintaining strong external partnerships.

Job Title: Outreach RepresentativeLocation: On site Department: Outreach Reports To: Kaity Navarro, National Director of Strategic Development Employment Type: Full-Time <h3>About Us</h3>Founded in 2016, Boca Recovery Center is a nationally recognized addiction treatment provider specializing in substance use disorders and co-occurring mental health conditions. With locations in Florida, New Jersey, Indiana, and Massachusetts; we deliver evidence-based clinical care in a supportive, structured environment. Our team is committed to providing trauma-informed, client-centered services that promote lasting recovery.<h3>Job Summary</h3>The Outreach Representative serves a critical role in connecting the Outreach Department, Call Center, and Admissions teams to streamline referral management, stepdown planning, and aftercare coordination. This individual ensures the efficient handling of both inbound and outbound referrals while supporting client outcomes and maintaining strong external partnerships.This role is ideal for a results-driven professional with experience in business development, partnership management, or admissions within behavioral healthcare.<h3>Key Responsibilities</h3>Inbound Referral Management<ul><li> Oversee the proper handling of inbound referrals by the Call Center, including after-hours coverage when needed. </li><li> Ensure compliance with intake protocols by working closely with the Director and Assistant Director of Admissions. </li><li> Engage directly with referred clients when necessary to support their entry into treatment. </li></ul>Outbound Referral Coordination<ul><li> Collaborate with Outreach Directors and the Call Center to manage outbound referrals when Boca Recovery Center cannot admit a patient (e.g., insurance or capacity limitations). </li><li> Act as liaison for referred patients and external partners to ensure appropriate placements. </li></ul>Aftercare & Stepdown Planning<ul><li> Track and manage patient stepdowns from detox and residential programs to lower levels of care. </li><li> Coordinate with facility teams to ensure timely transitions and documentation in Salesforce. </li></ul>Reporting & Data Management<ul><li> Generate reports in Salesforce on referral activity and performance trends. </li><li> Maintain high standards of data integrity (within 2% margin of error). </li><li> Deliver timely updates to Outreach and Strategic Development leadership. </li></ul>Communication & Issue Resolution<ul><li> Identify trends, address pipeline issues, and collaborate cross-functionally to resolve bottlenecks. </li><li> Keep leadership informed of partner health, process gaps, and referral outcomes. </li></ul>Key Performance Expectations<ul><li>Refer-Out to Referral Admit Conversion Rate: Minimum 20% monthly. </li><li>Reporting Accuracy: Timely and precise reports that support strategic goals. </li><li>CRM Data Accuracy: Salesforce data must be consistently accurate and up to date for reporting. </li></ul>Requirements<h3></h3>Education<ul><li> High School Diploma or GED required; Associate's Degree preferred. </li><li> Professional experience may substitute for formal education. </li></ul>Experience<ul><li> Background in business development, outreach, admissions, or referral management in behavioral healthcare. </li><li> Strong understanding of addiction treatment and the full continuum of care. </li><li> Hands-on experience with Salesforce or other CRMs for tracking and documentation. </li></ul>Skills & Knowledge<ul><li> Knowledge of addiction, treatment protocols, and industry referral networks. </li><li> Excellent communication and interpersonal skills. </li><li> Highly organized with a proactive and problem-solving mindset. </li><li> Proficient in Microsoft Office and EMR systems. </li></ul><h3>Work Environment & Physical Demands</h3><ul><li>Setting: 80–90% indoors in a temperature-controlled environment. </li><li>Physical Activity: Sitting, standing, walking, reaching, occasional lifting (up to 50 lbs). </li><li>Mental Stress: Medium to high stress with frequent collaboration. </li><li>Standard Precautions: Category III – no routine exposure to blood or bodily fluids. </li><li>Workplace Risk: Low potential for workplace violence. </li><li>Screening Requirements: Local background check. </li></ul>Benefits<h3>Why Join Us?</h3>At Boca Recovery Center, we pride ourselves on building strong community relationships and delivering best-in-class care. As an Outreach Representative, you’ll play a vital role in bridging care and connection—supporting our mission to help individuals recover with dignity and respect.Boca Recovery Center offers a comprehensive benefits package, including:<ul><li>Health Insurance</li><li>Retirement Plans</li><li>Disability Coverage</li><li>Paid Time Off</li><li>Continuing Education & Professional Development Opportunities</li></ul>Boca Recovery Center is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.Join Boca Recovery Center and make a meaningful impact through expert, compassionate care in a mission-driven environment focused on recovery and wellness.

Boca Recovery Center

Outreach Representative

Aftercare

Alliance/Partner Management

Background Investigation

Behavioral Health

Business Development

Call Center Management

Call Centers

Clinical Medicine

Communication Skills

Community Relations

Cross-Functional

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Support/Service

Data Quality

Diversity

Documentation

Electronic Medical Records

Facilities Management

High School Diploma

Insurance

Interpersonal Skills

Leadership

Lift/Move 50 Pounds

Maintain Compliance

Microsoft Office

Network Protocols

Organizational Skills

Outbound Call Centers

Patient Admissions

Physical Demands

Problem Solving Skills

Psychiatry and Mental Health

Reporting Skills

Retirement Plan

Risk

Salesforce.com

Strategic Planning

Time Management

Trend Analysis

Website Conversion

Workable

ADAPTED_NOW

This role focuses on guiding healthcare providers and key decision-makers through the adoption process of Cook Medical’s iMRI suite, ensuring clinical confidence, operational readiness, and alignment with institutional needs. The Business Operations and Execution Manager (BOEM) is a key member of the iMRI commercialization team and is responsible for driving procedural adoption and supporting capital equipment sales efforts.

<h2>Overview</h2>The Business Operations and Execution Manager (BOEM) is a key member of the iMRI commercialization team and is responsible for driving procedural adoption and supporting capital equipment sales efforts. This role focuses on guiding healthcare providers and key decision-makers through the adoption process of Cook Medical’s iMRI suite, ensuring clinical confidence, operational readiness, and alignment with institutional needs. The BOEM iMRI is a clinical expert within a sales organization, responsible for understanding account dynamics and helping move customers from interest to acquisition. This role requires a blend of clinical knowledge, sales acumen and account strategy, particularly in capital equipment sales. This role collaborates closely with Siemens, Marketing, Business Operations, and other external partners to target key accounts, refine value messaging and drive purchasing decisions. While the BOEM supports procedural adoption and clinical education, dedicated Education & Training teams within Centers of Excellence will lead hands-on training. <h2>Responsibilities</h2>Key Responsibilities Sales & Account Strategy<ul><li>Serve as the clinical lead in the iMRI sales funnel, assessing account readiness, understanding clinical needs, and supporting purchasing decisions.</li><li>Partner with Siemens sales to identify and engage target accounts, advancing them through the funnel.</li><li>Develop and execute strategic engagement plans for high-value hospital systems and specialty clinics.</li><li>Support sales presentations and discussions by communicating the clinical, operational, and financial benefits of iMRI-guided procedures.</li><li>Track key success metrics for customer engagement, including time-to-adoption, procedural volume, and stakeholder buy-in</li></ul>Customer Engagement & Adoption<ul><li>Act as the primary clinical contact for target accounts, assisting in suite configuration, procedural integration, and workflow optimization.</li><li>Collaborate with Siemens and internal teams to analyze account-specific clinical and technical requirements.</li><li>Educate clinical teams, administrators, and stakeholders on iMRI capabilities, procedural workflows, and benefits compared to traditional imaging technologies.</li><li>Establish customer engagement tracking methods, such as utilization reports, post-training assessments, and periodic check-ins.</li><li>Implement follow-up strategies after initial training to reinforce adoption and address ongoing needs, ensuring sustained engagement.</li></ul>Clinical Support & Specialization<ul><li>Assist in physicians and healthcare teams successfully adopting MRI-guided interventional procedures.</li><li>Specialize in biopsy-driven accounts (e.g., liver, kidney, soft tissue), then evolve into procedure-specific CLs (e.g., cardiac, urology, neurology) as market expansion progresses.</li><li>Work closely with marketing and sales to refine customer engagement strategies based on clinical insights.</li><li>Stay updated on the latest developments in MRI technology, interventional techniques, and industry trends, ensuring expertise aligns with evolving market needs.</li></ul>Collaboration & Process Optimization<ul><li>Facilitate account alignment across IR, urology, oncology, and other clinical teams to ensure seamless procedural integration.</li><li>Partner with the Commercial Business Solutions Manager to support business case validation and ensure financial feasibility for each account.</li><li>Align with Marketing and Siemens teams to leverage clinical data and real-world case studies to strengthen iMRI’s value proposition.</li><li>Establish feedback loops, where insights from clinical teams inform future product development, customer support strategies, and marketing efforts.</li></ul>Post-Implementation & Customer Success<ul><li>Track and monitor suite utilization, procedural volume, and clinical satisfaction post-sale, providing feedback to Marketing and Product Management.</li><li>Ensure a structured onboarding process for new accounts, working alongside the Education & Training team for in-depth procedural training.</li><li>Develop ongoing engagement strategies to ensure continuous account activation and procedure optimization beyond the initial training phase</li><li>Address basic reimbursement and procedural support questions, escalating financial concerns to the Business Manager.</li></ul>Additional Focus Section: Leadership & Coordination<ul><li>Lead onboarding, training, and knowledge-sharing across the commercial team, serving as the senior field liaison.</li><li>Collaborate with the Director of Strategy Enablement to refine best practices, standardize tools, and document successful engagement frameworks.</li><li>Support hiring, mentoring, and performance evaluation of future team members.</li><li>Provide insights to help prioritize geographic expansion and identify top-tier accounts in the U.S. and Europe.</li></ul><h2>Qualifications</h2>Required Experience:▪College degree in related field and/or equivalent relevant experience• Experience in capital equipment sales or clinical adoption of advanced medical technologies is a strong advantage.• Strong understanding of interventional procedures and workflow implications for imaging modalities (e.g., CT, MRI, ultrasound).• Ability to work cross-functionally with physicians, hospital administrators, and key account stakeholders to drive purchasing decisions.• Strong communication and presentation skills to educate clinical teams and decision-makers effectively.• Proven ability to manage long-term sales cycles, influence key stakeholders and support large-scale equipment adoption.▪Prior experience leading organizational change▪Model the company standards that others are expected to follow.▪Demonstrate positive and constructive behaviours that drive team cooperation in achieving market objectives▪Must have effective oral and written communication skills▪Excellent problem-solving skills▪Ability to work in collaborative and independent work situations and environments with minimal supervision Preferred Qualifications:▪Demonstrate strong Business execution/project management skills.▪Demonstrate strong leadership skills.▪Prior experience leading organizational change.▪Proficiency in Microsoft Office software (Word, Excel, PowerPoint, Visio, and Outlook)▪Experience with Salesforce CRM and Service Now▪Model the company standards that others are expected to follow.▪Demonstrate positive and constructive behaviours that drive team cooperation in achieving market objectives. Physical Requirements/Work Environment:▪Ability to travel up to 75%.▪Work under general office environmental conditions.

Cook Group

Business Operations & Execution Manager, iMRI Division

Analysis Skills

Best Practices

Business Case

Business Operations

Business Solutions

Business Support

Capital Equipment

Cardiology

Clinical Data

Clinical Support

Clinical Training

Customer Acquisition

Documentation Standards

Establish Priorities

Healthcare

Healthcare Equipment Sales

Healthcare Providers

Hospital Administration

Hospital Systems

IR (Infrared)

Industry/Trade Analysis

Magnetic Resonance Imaging (MRI)

Marketing

Marketing Strategy

Medical Assistance

Medical Treatment

Mentoring

Metrics

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Microsoft Visio

Microsoft Word

Needs Assessment

Neurology

Onboarding

Oncology

Operations Management

Partner Sales

Performance Analysis

Performance Reviews

Post-Sales

Presentation/Verbal Skills

Procedure Development

Process Improvement

Product Development

Product Management

Project/Program Management

Purchasing/Procurement

Reimbursement

Sales

Sales Cycle

Sales Pipeline

Sales Presentation

Sales Strategy

Sales Support

ServiceNow

Team Player

Ultrasound

Urology

Willing to Travel

Writing Skills

The Manager, Operation Systems Support leads a team dedicated to integrating and/or developing, supporting and training systems/tools associated with content creation/management, database management, event management, marketing automation and sales CRM at the request of Marketing and Communication leadership or as part of an implementation/sustainment plan developed in a process improvement event. • Bachelors degree or equivalent experience• Proven experience in organizational planning and project management• Ability to manage multiple, complex projects with competing deadlines• Strong interpersonal, communication, coordination, and planning skills• Ability to easily learn new software and web-based technologies.

<h2>Overview</h2>The Manager, Operation Systems Support leads a team dedicated to integrating and/or developing, supporting and training systems/tools associated with content creation/management, database management, event management, marketing automation and sales CRM at the request of Marketing and Communication leadership or as part of an implementation/sustainment plan developed in a process improvement event.<h2>Responsibilities</h2>• Organizational alignment. Partner with stakeholders to define business requirements; design, implement, and operationalize systems to support processes developed to achieve organizational business objectives • Systems management. Integrate with internal and third party systems and launch new tools to support the business. Project manage custom development projects with IT. Coordinate with other stakeholders to gather business requirements and work with IT to ensure on-time roll-outs. Build       advanced capabilities that simplify work-flows, improve productivity, and enable reporting• Metrics and ROI. Design, develop, and capture and analyze key metrics to optimize and improve ROI for all marketing programs. Deliver robust and well-structured reporting to the business.• Training and system support. Evangelize the usage of tools and drive efficiencies. Fulfill administrative level service requests (tickets) in a timely fashion, communicating clearly• Responsible for making moderate to significant improvements of processes or systems to enhance performance of job area.• Problems are numerous and undefined, require detailed information gathering, analysis and investigation to understand the problem• Provide training and support to users for any updates or new users for review systems• Expected to complete all other job duties, as assigned• Must work and interact effectively and professionally with and for others to achieve company goals• Creates an environment of learning and development for team members • Manages experienced/senior professionals• Must maintain company quality and quantity standards• Must have effective oral and written communications throughout various levels of the global organization • Ability to work in collaborative and independent work situations and environments with minimal supervision• Ability to remain calm and receptive in fast paced situations<h2>Qualifications</h2>• Bachelors degree or equivalent experience• Proven experience in organizational planning and project management• Ability to manage multiple, complex projects with competing deadlines• Strong interpersonal, communication, coordination, and planning skills• Ability to easily learn new software and web-based technologies Preferred: • Experience in content creation/management systems, marketing automation systems, project management systems and interface data exchange criteria • Familiarity with marketing compliance guidelines for medical device Physicial Requirements:• Works under general office environmental conditions.• Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator and other office equipment.• Must be able to perform the essential functions of the job, with or without reasonable accommodations• Requires normal range of hearing and eyesight to record, prepare and communicate appropriate reports.• Requires prolonged sitting, some bending, stooping and stretching.

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CRM Jobs in Bloomington, IN

Outreach Representative Boca Recovery Center

Business Operations & Execution Manager, iMRI Division Cook Group

Manager, Marketing Operations Systems Support Cook Group

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