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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and consultative marketing strategies, with a strong focus on driving patient booking growth and optimizing revenue per appointment. Proficient in leveraging digital marketing channels and performance measurement to deliver actionable insights and measurable business outcomes.
Highest-signal resume keywords
Client Relationship ManagementDigital Marketing StrategyPerformance MeasurementCross-Functional Team CoordinationConsultative Solutions Orientation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Digital MarketingPerformance MeasurementROI EvaluationClient OnboardingData Analysis
Soft Skills
Excellent CommunicationHighly OrganizedStrategic Thinking
Tools & Technologies
Google AnalyticsHubSpotAsanaMS TeamsZendesk
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Healthcare MarketingClient ServicesConsultative EnvironmentSmall to Mid-Sized BusinessesMarketing Objectives
About the role
Key responsibilities & impact- Lead consult-first discovery sessions with prospective clients to diagnose business performance, identify growth constraints, and define marketing objectives
- Translate discovery into recommendations aligned to patient booking growth and revenue per appointment
- Partner with leadership to develop scopes of work and proposals
- Document prospect interactions to support handoff from discovery to onboarding
- Own a portfolio of OMS clients as primary point of contact and strategic advisor
- Lead onboarding, kickoff, and ongoing strategy sessions with practice owners and staff
- Conduct data-driven performance reviews and identify opportunities to optimize results and deepen engagement
- Drive client retention through trusted-advisor relationships and demonstrating business value
- Translate client objectives into actionable plans aligned to Booking Growth and Retail Growth campaign paths
- Delegate and coordinate work across internal OMS teams for timely, high-quality execution
- Manage timelines with leadership when needed based on team capacity
- Ensure work aligns with strategy, budget, and success metrics
- Maintain client-interaction documentation for continuity, alignment, and performance tracking
- Use GPN The Edge, Optometry Marketing Services reports, and client inputs to guide strategy and measure impact
- Set up and maintain client reporting frameworks
- Identify performance trends and adjust recommendations
- Connect marketing activity to patient bookings and revenue per appointment
- Liaise between clients and internal OMS teams
- Partner with Sales, Customer Success, and Marketing teams to support pipeline conversion and client experience
- Share best practices, tools, and insights across OMS
- Use Asana, MS Teams, HubSpot, Zendesk, and email to coordinate activity
- Refer clients to IDOC strategic partners where appropriate
- Serve as an internal and external subject matter expert through events, social channels, and other platforms
Requirements
What you’ll need- 7+ years of experience in marketing, with a strong track record working with small to mid-sized businesses
- Demonstrated experience owning client relationships and delivering measurable business outcomes across a portfolio of accounts
- Proven ability to operate in a consultative, solutions-oriented environment – diagnosing client needs and recommending tailored strategies
- Strong command of digital marketing channels, performance measurement, and how to evaluate ROI across tactics
- Experience managing cross-functional execution – coordinating internal teams to deliver against client commitments
- Healthcare or healthcare-adjacent marketing experience preferred
- Experience in an agency or client services environment preferred
- 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 client-facing strategy conversations
- Highly organized with the ability to manage multiple client priorities in a fast-moving environment
- Bachelor's degree preferred
- Travel requirement: ~10%
Benefits
Comp & perks- Great Place to Work-Certified™ organization
- Collaborative and empowering environment