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Referral Marketing Specialist
Job Description
Referral Marketing Specialist – Northern California
Location: San Francisco, CA
Territory: San Francisco / Napa-Sonoma, CA
Employment Type: Full-Time | Direct Hire
Work Arrangement: Field-Based
Base Salary: $90,000–$105,000 annually
Bonus: Quarterly performance bonus
OTE: Approximately $117,000 for strong performers
Travel: Regular local travel throughout the assigned territory
Position Overview
Wheeler Staffing Partners is seeking an experienced Referral Marketing Specialist for a direct-hire opportunity supporting the San Francisco and Napa-Sonoma markets. This field-based position is responsible for driving referral growth by developing and maintaining relationships with dentists, orthodontists, pediatric dentists, and other healthcare referral partners throughout the territory.
The Referral Marketing Specialist will represent approximately 5–6 practices and their providers, independently managing territory routes, provider visits, follow-up activities, relationship development, and referral-growth initiatives.
The ideal candidate brings 3–5 years of field sales, territory sales, outside sales, business development, field marketing, or similar relationship-driven experience. This role is best suited for a self-motivated, hands-on professional who enjoys being in the field, building relationships, executing established strategies, and delivering measurable territory growth.
Previous medical, dental, orthodontic, or healthcare experience is a plus but is not required.
Key Responsibilities
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Build and maintain strong relationships with dentists, orthodontists, pediatric dentists, and other referral partners throughout the assigned territory.
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Represent approximately 5–6 practices and their providers across the San Francisco and Napa-Sonoma markets.
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Independently manage territory routes, provider visits, follow-up activities, and daily priorities.
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Execute established sales, marketing, and referral-growth strategies for each supported practice.
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Identify and develop new referral relationships while strengthening and expanding existing partnerships.
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Conduct regular in-person provider visits, lunch-and-learns, educational events, and other field outreach activities.
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Partner with doctors and practice teams to understand referral goals, market opportunities, and growth priorities.
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Adapt sales and relationship-development strategies based on individual practices, providers, and decision-makers.
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Track referral activity, provider engagement, territory performance, and relationship development using CRM and reporting tools.
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Monitor territory trends and identify opportunities to increase referral volume and provider engagement.
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Create basic marketing materials, presentations, and leave-behinds using Canva, Adobe, or similar tools.
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Coordinate field marketing activities and approved events throughout the assigned territory.
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Maintain accurate and timely documentation of provider interactions, follow-up activities, and territory results.
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Manage territory responsibilities independently while maintaining consistent communication with internal stakeholders.
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Maintain a professional presence when representing practices and providers within the community.
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Perform additional sales, marketing, and referral development responsibilities as assigned.
Required Qualifications
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3–5 years of experience in field sales, territory sales, outside sales, business development, field marketing, referral marketing, or a similar relationship-driven role.
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Demonstrated ability to independently manage and grow an assigned territory.
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Strong sales mentality with proven relationship-building and business development skills.
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Experience developing new business relationships and maintaining existing accounts or referral partnerships.
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Ability to execute established sales and marketing strategies and produce measurable results.
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Strong verbal communication, presentation, and interpersonal skills.
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Self-motivated and comfortable working independently with minimal day-to-day supervision.
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Strong organizational and time-management skills with the ability to manage routes, appointments, follow-ups, and competing priorities.
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Ability to adapt communication and sales approaches to different providers, practices, and decision-makers.
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Experience using CRM systems and basic reporting tools.
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Ability and willingness to travel regularly throughout San Francisco and Napa-Sonoma, CA.
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Ability to attend in-person provider meetings, educational events, and other field-based activities throughout the territory.
Preferred Qualifications
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Bachelor's degree in Marketing, Business, Communications, Healthcare Administration, or a related field.
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Previous experience in medical, dental, orthodontic, healthcare, or other provider-based environments.
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Experience with healthcare referral marketing or physician/provider relationship development.
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Experience supporting multiple locations, practices, or accounts within an assigned territory.
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Experience using Canva, Adobe, or similar tools to create basic marketing materials and leave-behinds.
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Experience planning or coordinating lunch-and-learns, provider education events, or field marketing activities.
Compensation & Benefits
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Base salary of $90,000–$105,000 annually, based on experience.
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Quarterly performance bonus based on referral growth, new provider relationships, field activity and events, and provider retention.
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Approximate OTE of $117,000 for strong performers.
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Health, dental, and vision coverage.
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Mileage reimbursement.
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Reimbursement for approved field expenses.
Why Work with Wheeler Staffing Partners?
At Wheeler Staffing Partners, we connect talented professionals with career opportunities where their skills and experience can make an immediate impact. Our recruiting team provides personalized support, transparent communication, and guidance throughout the hiring process.
This opportunity is ideal for a hands-on field sales professional who is ready to take ownership of a high-visibility territory, build meaningful provider relationships, and directly contribute to referral and practice growth.
Apply today with Wheeler Staffing Partners to learn more about this Referral Marketing Specialist opportunity in Northern California.
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