What are the responsibilities and job description for the Referral Support Specialist position at SLEEPQUEST INC?
Referral Support Specialist (Hybrid in San Carlos, Ca or Remote)
Job Type: Full-Time
Schedule: Monday – Friday, 8:30 AM – 5:00 PM PST
Classification: Exempt
Compensation: $71,000 – $79,000 annually, plus monthly commission
Position Summary
We are seeking a proactive and detail-oriented Referral Support Specialist to join our dynamic team. In this role, you will be responsible for managing and optimizing the flow of internal referrals across departments to ensure timely patient access to services, maximize conversion opportunities, and support overall sales performance.
You will serve as a key liaison between internal teams, coordinate communication regarding referral status, and provide valuable insights to support strategic business development initiatives.
Key Responsibilities
Referral Management
- Receive, track, and process internal referrals from clinical and administrative departments
- Ensure timely and accurate assignment of referrals to appropriate sales representatives or service teams
- Monitor referral pipelines and follow up to ensure completion and proper documentation
- Process and coordinate out-of-state referrals for telehealth services
Communication & Coordination
- Serve as the primary point of contact for internal referral-related inquiries
- Collaborate with clinical, administrative, and sales teams to resolve referral issues and improve workflows
- Maintain accurate documentation and communication logs for all referral activity
Sales & Reporting Support
- Assist with generating reports related to referral volume, conversion rates, and performance metrics
- Analyze referral data to identify trends and support growth strategies
- Provide administrative support for sales campaigns, outreach efforts, and relationship management (including email and direct mail campaigns)
- Partner with marketing to update sales collateral and manage inventory
- Coordinate logistics and marketing support for trade shows and symposiums
- Create and distribute monthly “Pop-by” materials
Process Improvement
- Collaborate with management to streamline referral processes and implement best practices
- Recommend improvements based on data analysis and stakeholder feedback
Qualifications
Education
- Bachelor’s degree in Business, Healthcare Administration, or a related field (highly preferred)
Experience
- 3 years of experience in sales coordination, referral management, or healthcare administration
- Experience within a medical service company preferred
Skills
- Strong organizational and multitasking abilities
- Excellent verbal and written communication skills
- Proficiency with CRM systems (Brightree highly desired), EMR platforms, and Microsoft Office Suite
- Ability to work both independently and collaboratively in a fast-paced environment
- Detail-oriented with a strong customer-service mindset
Key Competencies
- Team collaboration and cross-functional communication
- Analytical thinking and data interpretation
- Time management and prioritization
- Adaptability in a dynamic environment
- Strong understanding of confidentiality and compliance standards
Benefits
We offer a comprehensive benefits package to support the health, well-being, and financial security of our employees, which may include:
- Medical, Dental, and Vision insurance
- 401(k) retirement plan with company contribution
- Paid Time Off (PTO) and paid holidays
- Sick leave in accordance with California law
- Life and disability insurance
- Employee Assistance Program (EAP)
Equal Employment Opportunity Statement
SleepQuest is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees. We consider all qualified applicants for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity or expression, sexual orientation, marital status, national origin, ancestry, age, genetic information, disability, medical condition, military or veteran status, or any other status protected by applicable federal, state, or local laws.
Salary : $71,000 - $79,000