Job Description
POSITION PURPOSE:
The Referring Practice Liaison is a field-based role within USOSM focused on enabling referral growth through training, coaching, and engagement strategy development. This individual partners closely with Field Marketing Managers (FMMs) and practice teams to improve how referral development is executed in the field.
This role does not own market relationships or act as the primary face of the practice. Instead, it focuses on building the capability of practice teams by training behaviors, reinforcing sales approaches, and designing effective engagement opportunities that drive referral growth.
Drawing from traditional physician liaison principles, this role helps strengthen relationships between practices and their referring provider networks by improving how outreach is planned, communicated, and executed in the field.
The goal is to create consistent, scalable referral development execution across practices while supporting provider ramp-up, market growth, and stronger engagement with referring dentists.
This position is a Remote position with a strong preference of either DFW or Denver based applicants.
KEY RESPONSIBILITIES:
Training & Behavior Enablement (Primary Focus)
- Train practice staff and referral development partners on effective outreach behaviors, communication strategies, and relationship-building techniques
- Coach teams on how to engage referring providers with confidence and consistency
- Reinforce referral development playbooks through hands-on training, shadowing, and feedback
- Identify gaps in execution and implement targeted coaching to improve performance
- Help practices improve how they present providers, services, and clinical differentiators to referring offices
Practice Deployment & Performance Support
- Deploy into practices during key moments, including de novos, new provider onboarding, and performance improvement initiatives
- Assess current referral development behaviors and execution quality
- Provide structured recommendations and training to improve outcomes
- Support practices in creating effective grassroots engagement opportunities with referring offices and local dental communities
- Transition ownership back to practice teams with clear next steps and accountability measures
Referral Engagement Strategy
- Partner with FMMs to develop outreach approaches tailored to individual market needs
- Support implementation of engagement activities such as provider introductions, office visits, educational opportunities, and referral touchpoints
- Reinforce consistent follow-up and relationship-building behaviors within practices
- Assist in identifying opportunities to strengthen referral relationships and increase provider awareness
CRM Training & Adoption (HubSpot)
- Assist in training teams on proper use of HubSpot for tracking referral activity and managing relationships
- Reinforce consistent data entry, workflow usage, and reporting expectations
- Support FMMs in driving accountability and visibility into referral performance
- Identify adoption gaps and implement solutions to improve usage
Cross-Functional Partnership
- Work in close partnership with Field Marketing Managers to align on strategy and priorities
- Support FMMs by translating strategy into actionable behaviors and training plans
- Partner with Operations and Practice Leadership to ensure alignment on execution expectations
- Provide feedback to enterprise teams on what is working in the field and where improvements are needed
MINIMUM QUALIFICATIONS:
Required Skills/Experience
- 4–8+ years of experience in dental, healthcare sales, physician liaison, or referral development roles
- Strong understanding of referral development dynamics within the dental space
- Experience training, coaching, or developing sales behaviors in field teams
- Background in grassroots sales, relationship-building, or provider outreach preferred
- Familiarity with CRM platforms, preferably HubSpot
- Ability to influence and drive behavior change without direct authority
- Strong communication, interpersonal, and facilitation skills
- Comfortable with frequent travel and multi-market support
Key Competencies
- Training and coaching for behavior change
- Referral development strategy translation into execution
- Relationship-building and provider engagement principles
- CRM enablement and adoption
- Strong collaboration with Field Marketing Managers
- Influence without authority
- Structured thinking and process reinforcement
- Adaptability across diverse practice environments
WORK ENVIRONMENT:
- Field-based role with frequent travel across multiple markets
- Short-term deployments focused on training and enablement
- Close, ongoing partnership with Field Marketing Managers
- High-impact role focused on building scalable, consistent execution across practices and brands within USOSM
Why Join USOSM?
- Opportunity to shape the visual identity of the nation’s leading oral surgery MSO
- High-impact creative role supporting a rapidly growing national brand
- Collaborative culture with room for creative input and innovation
- Competitive compensation and benefits package
