Sales Manager

About the Company

For the past twenty plus years, IDOC has remained committed to the success of independent optometrists and today has emerged as a leading alliance of private optometric practice owners in the United States. Founded by an optometrist with the first‑hand knowledge of private practice ownership, IDOC empowers independent owners to live the practice of their dreams. IDOC’s core value of “people first, always” and focus on innovation offer a significant competitive advantage to our membership of over 3,200 optometrists – enabling them to embrace change, seize opportunity, and position their practices for long‑term success.

IDOC serves its members through expert guidance from industry‑admired consultants, metric‑based business analytics, personal account management, member‑exclusive vendor discounts and rebates, continuing education opportunities and national, regional, and local peer networking events.

We are proud to be a Great Place to Work‑Certified™ company! Check out what our employees say makes working here so great:

The IDOC Membership Sales Manager is a role focused exclusively on driving new membership acquisition and initial member onboarding. As a dedicated sales professional, you will be responsible for following up on all marketing‑generated leads, vendor referrals, and member referrals to convert prospects into IDOC members. This role is designed for efficiency and speed‑to‑close, with a clear handoff to the IDOC Support Desk (ISD) team for ongoing member support and relationship management, and/or IDOC SMEs for products and services.

• Follow up promptly on every marketing‑generated lead from all channels
• Pursue and convert vendor referrals and member referrals into new memberships
• Manage lead pipeline efficiently using CRM systems to ensure no opportunities are missed
• Conduct qualification calls to assess prospect needs and fit for IDOC membership
• Maintain detailed records of all prospect interactions and conversion activities

• Focus exclusively on closing prospects to IDOC membership (Vantage and Select programs)
• Identify opportunities to expand initial sales with additional services/products when appropriate and opportune
• Execute efficient sales processes without extended cultivation periods
• Achieve and exceed monthly and quarterly membership sales targets
• Refer prospects requiring extended consultation to the ISD team and/or IDOC SMEs for products and services after initial engagement

• Conduct comprehensive onboarding for new Vantage and Select program members
• Ensure smooth transition of new members into IDOC systems and processes
• Provide initial orientation on member benefits, resources, and support channels
• Complete all onboarding documentation and member setup requirements
• Hand off completed onboarding to ISD team for ongoing support

• Execute clean handoffs to the IDOC Support Desk team upon completion of onboarding
• Ensure all member information and interaction history is properly documented
• Direct any post‑onboarding member inquiries to the appropriate ISD team members and/or SMEs for products and services
• Maintain clear boundaries between new member acquisition and ongoing support roles

• 5+ years of customer service or support experience required
• 5+ years of sales or consultative selling experience preferred
• Work flexible schedules to provide coverage from 8am EST to 9pm PST
• Optical industry experience strongly preferred
• Proficiency with Microsoft Office (strong Excel and PowerPoint a must)
• Detail oriented, proactive multi‑tasker
• Strong organization and prioritization skills
• Ability to be flexible and work with different functions within the company
• Ability to communicate confidently with members of senior management
• Works well with others, collaborative and cooperative
• Strong verbal and written communication skills
• Works independently with minimal supervision
• People management experience preferred
  
  Travel as required to attend/lead/support industry, company, and associations events