Southern Orthodontic Partners ยท 7 hours ago
Marketing and CRM Support Specialist
Nashville, TN
Full-time
Hybrid
Entry, Mid Level
2+ years expSouthern Orthodontic Partners is a fast paced, entrepreneurial organization offering a premier network of orthodontic care. They are seeking a Marketing & CRM Support Specialist to engage with prospective patients and provide CRM and marketing support across their partner practices. This hands-on role involves scheduling, patient engagement, and executing marketing campaigns in collaboration with the Marketing team.
Health CareHospital
Responsibilities
Serve as a primary scheduling and intake resource for Smile Refresh patients
Make outbound phone calls to prospective patients to answer questions and guide them through next steps
Respond to inbound calls, emails, and digital inquiries related to Smile Refresh
Educate patients on the Smile Refresh offering, process, and expectations
Book appointments accurately into the scheduling and CRM systems
Capture and maintain clean, complete patient information within the CRM
Coordinate closely with internal teams to ensure a smooth handoff from scheduling to care delivery
Identify common patient questions or friction points and share insights with Marketing and Operations
Provide day-to-day CRM support to partner practices, including answering questions and assisting with workflows
Support CRM onboarding with a heavier focus on documentation, guides, and virtual support rather than in-person training
Partner closely with the Marketing team to execute email campaigns, patient communication sends, and promotional pushes
Assist with building, launching, and monitoring CRM-driven email and lifecycle campaigns
Help maintain CRM data cleanliness, consistency, and accuracy across practices
Act as a liaison between practices, Marketing, and the CRM team to surface issues and improvement opportunities
Contribute to written documentation, how-to guides, and internal training resources
Collaborate cross-functionally with Marketing, Operations, IT, and clinical leaders to support patient
Qualification
Required
2 years of experience in marketing
25% travel overnight
Preferred
1+ year minimum CRM experience is preferred
Experience working inside an agency a plus
Previous work with a centralized support model is preferred
Multi-location experience a plus
Company
Southern Orthodontic Partners
Southern Orthodontic Partners offers strategic, operational, and administrative support to orthodontic professionals.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Emily Leonard
Chief People Officer
J
John Nelson
Chif Executive Officer
Recent News
2025-10-21
2024-02-01
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