Referral Program Manager
1 week ago
Responsibilities:
• Develop a robust referral program and establish referral agreements in compliance with California's ethical and legal standards on fee-sharing.
• Identify, vet, and build a network of potential referral partners such as smaller law firms, solo practitioners, and niche PI firms.
• Maintain and regularly update a centralized database of referral partners, categorizing them by specialization, case acceptance criteria, and geographic region.
• Develop key performance indicators (KPIs) to measure the success of the referral program, monitor and analyze data to identify trends, gaps, and areas for improvement.
• Present monthly and quarterly performance reports to stakeholders.
• Serve as the primary point of contact for all referral partners, organize regular check-ins to ensure satisfaction and alignment with goals.
• Implement personalized outreach strategies, including hosting networking events, webinars, or sending updates about case outcomes.
• Collaborate with internal and external creative teams to design and distribute marketing materials that highlight the value of partnering with the firm.
• Work closely with the intake team to evaluate incoming leads and determine which should be referred out.
• Use CRM systems like Lead Docket to track lead statuses, referrals, and revenue.• Mastery in CRM systems to effectively manage customer relationships and interactions.
• Proficiency in Lead Development to identify and cultivate potential customers for the business.
• Proficient in Lead Nurture strategies to build relationships with prospective clients even when they are not currently looking to buy a product or service.
• Experience in using Mailchimp for email marketing campaigns, managing subscribers, and analyzing campaign performance.
• Previous experience in a managerial role within the Services industry.
• Strong understanding of the referral marketing process.
• Proven ability to design, implement, and manage a successful referral program.
• Excellent communication and interpersonal skills to effectively work with various teams and stakeholders.
• Strong analytical skills to track the success of the referral program and make necessary improvements.
• Ability to work independently and make decisions under minimal supervision.
• High level of organization and meticulousness to manage multiple tasks and deadlines.
• Capacity to work in a fast-paced environment and adapt to changing business needs.
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