Protocol Behavioral Health

Product Marketing

• Provide administrative and project support across Sales and Partner Success, including meeting preparation, agendas, scheduling, documentation, follow-up tracking, proposals, contracting steps, partner requests, and other deliverables
• Maintain an organized library of sales and partner materials, including outreach assets, tailored presentations, one-pagers, case studies, and other collateral
• Coordinate updates with internal owners and design support
• Track follow-ups, proposals, contracting steps, partner requests, and deliverables
• Own and administer HubSpot, including data integrity, contact research, pipeline stages, workflows, dashboards, distribution lists, and ongoing system maintenance
• Prepare weekly pipeline, activity, and performance reporting
• Coordinate partner meetings and QBRs, including agendas, inputs, materials, scheduling, decision documentation, and follow-through
• Execute marketing and GTM campaigns through HubSpot; manage the marketing calendar and distribution process; track performance
• Coordinate content with clinical subject-matter experts
• Own press releases from drafting and review through approval and publication
• Own conference planning and execution, including recommendations, registration, sponsorships, travel and shipping logistics, materials, outreach, post-event follow-up, and ROI tracking
• Identify process gaps and build simple, repeatable workflows across Sales and Partner Success

Manager, Go To Market Operation

Business Operations

• Manage administrative workflows for new patient referrals
• Build accurate patient records and support outbound appointment reminders
• Answer incoming patient phone calls and route requests to providers
• Coordinate scheduling changes and ensure a smooth virtual front-desk experience
• Serve as first-line support for the internal clinic helpdesk
• Triage and escalate issues to the Operations team
• Maintain accurate schedules, update systems, and keep providers informed of changes
• Assist with billing administration, including gathering information, updating records, and routing issues to the billing team
• Maintain data accuracy across EMRs, trackers, and internal tools
• Identify process gaps and operational issues for escalation or improvement

Manager, Go To Market Operation

Associate, Business Operations