Senior Marketing Strategist

This is a fully remote position, open to applicants in United States.

📋 Description

• Facilitate consultative discovery sessions with potential clients to assess business performance, pinpoint growth obstacles, and establish marketing goals.

• Convert discovery insights into recommendations that promote patient booking growth and revenue per appointment.

• Collaborate with leadership to create scopes of work and proposals.

• Keep a record of prospect interactions to ensure a smooth transition from discovery to onboarding.

• Manage a portfolio of OMS clients as the primary point of contact and strategic advisor.

• Lead onboarding processes, kickoff meetings, and ongoing strategy discussions with practice owners and their teams.

• Conduct performance evaluations based on data analysis to uncover opportunities for optimization and enhance engagement.

• Foster client retention by building trusted-advisor relationships and showcasing business value.

• Convert client objectives into practical plans aligned with Booking Growth and Retail Growth campaign strategies.

• Assign and coordinate tasks among internal OMS teams for efficient, high-quality execution.

• Oversee timelines with leadership as necessary, based on team capacity.

• Ensure that work aligns with strategic goals, budget constraints, and success metrics.

• Maintain documentation of client interactions for continuity, alignment, and performance tracking.

• Utilize GPN The Edge, Optometry Marketing Services reports, and client feedback to inform strategy and assess impact.

• Establish and uphold client reporting frameworks.

• Recognize performance trends and modify recommendations accordingly.

• Link marketing activities to patient bookings and revenue per appointment.

• Act as a liaison between clients and internal OMS teams.

• Collaborate with Sales, Customer Success, and Marketing teams to enhance pipeline conversion and client experience.

• Disseminate best practices, tools, and insights throughout OMS.

• Use Asana, MS Teams, HubSpot, Zendesk, and email to coordinate activities.

• Refer clients to IDOC strategic partners when appropriate.

• Act as an internal and external subject matter expert through events, social media, and other platforms.

⛳️ Requirements

• Over 7 years of experience in marketing, with a proven history of working with small to mid-sized enterprises.

• Demonstrated expertise in managing client relationships and achieving measurable business results across a portfolio of accounts.

• Proven capability to thrive in a consultative, solutions-focused setting – identifying client needs and proposing tailored strategies.

• Strong understanding of digital marketing channels, performance metrics, and how to assess ROI across various tactics.

• Experience in managing cross-functional execution – coordinating internal teams to fulfill client commitments.

• Preferred experience in healthcare or healthcare-adjacent marketing.

• Experience in an agency or client services environment is a plus.

• Proficiency in Google Analytics, CRM platforms (e.g., HubSpot), and project management tools (e.g., Asana).

• Excellent written and verbal communication skills, with the confidence to lead strategy discussions with clients.

• Highly organized and capable of managing multiple client priorities in a dynamic environment.

• Bachelor's degree preferred.

• Expected travel: approximately 10%.

🏝️ Benefits

• Certified as a Great Place to Work™ organization.

• A collaborative and empowering environment.