Referral Marketing Specialist

Referral Marketing Specialist – Northern California

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

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
.

• Build and maintain strong relationships with dentists, orthodontists, pediatric dentists, and other referral partners throughout the assigned territory.
• Represent approximately 5–6 practices and their providers across the San Francisco and Napa-Sonoma markets.
• Independently manage territory routes, provider visits, follow-up activities, and daily priorities.
• Execute established sales, marketing, and referral-growth strategies for each supported practice.
• Identify and develop new referral relationships while strengthening and expanding existing partnerships.
• Conduct regular in‑person provider visits, lunch‑and‑learns, educational events, and other field outreach activities.
• Partner with doctors and practice teams to understand referral goals, market opportunities, and growth priorities.
• Adapt sales and relationship‑development strategies based on individual practices, providers, and decision‑makers.
• Track referral activity, provider engagement, territory performance, and relationship development using CRM and reporting tools.
• Monitor territory trends and identify opportunities to increase referral volume and provider engagement.
• Create basic marketing materials, presentations, and leave‑beheads using Canva, Adobe, or similar tools.
• Coordinate field marketing activities and approved events throughout the assigned territory.
• Maintain accurate and timely documentation of provider interactions, follow‑up activities, and territory results.
• Manage territory responsibilities independently while maintaining consistent communication with internal stakeholders.
• Maintain a professional presence when representing practices and providers within the community.
• Perform additional sales, marketing, and referral development responsibilities as assigned.

• 3–5 years of experience in field sales, territory sales, outside sales, business development, field marketing, referral marketing, or a similar relationship-driven role
  .
• Demonstrated ability to independently manage and grow an assigned territory.
• Strong sales mentality with proven relationship‑building and business development skills.
• Experience developing new business relationships and maintaining existing accounts or referral partnerships.
• Ability to execute established sales and marketing strategies and produce measurable results.
• Strong…