Physician Liaison – Financial Services

ButterCMS 🧈

Responsible for building physician referral relationships in surrounding areas of designated practices. Collaborating to enhance the profile and reputation of the practice in the community.

Posted 4/28/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Identify referral sources and maintain and grow physician referrals through on-site visits to (OB/GYN, Urology, GYN Onc and Family Practice) referring office, networking events, trade shows, community functions, and patient education/outreach events that align with current strategies of the practice.
Continually share feedback from the market to initiate, in conjunction with the appropriate managers, operations-based changes in our services to better serve our referring offices.
Build strong partnerships with referring and non-referring offices.
Point of contact for ordering of marketing materials for the clinics and the field in conjunction or as directed by Marketing Manager / Managing Director.
Identify and monitor competitor activities and efforts within the area.
Support established metrics and measures of success for all local referral efforts.
Develop and implement regular strategic plans to increase referrals.
Keep a pulse on the clinics new consults scheduled every week, no show rate and trends.
Identify referral patterns and create strategic plans to respond to trends.
Daily document visits in the CRM (Salesforce).
2 days per week in field with minimum 10 office visits.
Have a solid understanding of the infertility journey demonstrating expertise.
Can articulate the many points of difference we have as it relates to the patient experience.
Contribute to team effort by maintaining an excellent rapport and working relationship between patient services and other departments within the practice and the Prelude Network.
Assist with execution of special projects and events, e.g. Annual Fertility Symposium (virtual or hybrid event) or appearances at other sales/marketing opportunities.
Point of contact in relationships with outside marketing agencies and/or vendors, in conjunction or as directed by Marketing Manager.
Point of contact in relationships with local community groups (eg. GOGS, Men Having Babies, various women’s societies, etc.), in conjunction or as directed by Marketing Manager.
Leads all aspects of patient-focused community events.
Ability to travel throughout designated region as well as within North America to the clinics within the Inception network, as well as required meetings and conferences.
Other duties as assigned.

Requirements

What you’ll need

Bachelor’s degree or higher in marketing or related field required.
Minimum of five (5) years’ experience working with physicians/providers, medical practice office staff, or other medical specialties required.
Previous experience in the fertility industry and/or interfacing with OB/GYNs preferred.
Outgoing personality with superior oral and written communication skills.
Self-starter who works independently and as a member of a team, taking initiative and meeting objectives.

Benefits

Comp & perks

Comprehensive Health Coverage: Medical, dental, and vision plans for our full-time employees, along with complimentary basic life insurance, Employee Assistance Program, and long-term disability insurance.
FREE or low-cost employee-only healthcare coverage option is also available.
Family Building Support: Take advantage of our comprehensive fertility benefits, adoption assistance, and surrogacy support to help grow your family.
Paid Parental Leave: Generous maternity, paternity, and partner leave so you can focus on what matters most.
Plenty of Paid Time Off: Start with 18 days of PTO annually and enjoy 11 paid holidays, including one floating holiday to use as you choose!
Retirement Ready: Invest in your future with our 401(k) plan, featuring a competitive company match and full vesting after just 2 years.
Lifestyle Spending Account: Access a company-funded account to reimburse expenses that boost your physical, financial, and emotional well-being.
Health Savings Account (HSA): If eligible, enjoy regular employer contributions to your HSA with every paycheck.
Rewards for Connections: Earn extra money with our Employee Referral Program —your network is invaluable!
Growth Opportunities: We support your career with continuing education reimbursement and dedicated time off for professional development.
Premium Calm Health Subscription: Enjoy a free premium Calm Health app subscription to support your mental wellness.
Emotional & Work-Life Support: Through our Employee Assistance Program (EAP) with SupportLinc, you'll have access to emotional well-being and work-life resources whenever you need them.
Extra Peace of Mind: Explore additional coverage options including Accident, Critical Illness, Hospital Indemnity, and Pet Insurance, to suit your needs.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRMSalesforcestrategic planningmarket analysisreferral managementevent planningpatient educationdata documentationmetrics trackingcommunity outreach

Soft Skills

communication skillsinterpersonal skillsteam collaborationinitiativerelationship buildingself-starterorganizational skillsrapport buildingadaptabilityproblem-solving

Certifications

Bachelor’s degree in marketingBachelor’s degree in related field