About the Company

For the past twenty plus years, IDOC has remained committed to the success of independent optometrists and today has emerged as a leading alliance of private optometric practice owners in the United States. Founded by an optometrist with the first-hand knowledge of private practice ownership, IDOC empowers independent owners to live the practice of their dreams. IDOC’s core value of “people first, always” and focus on innovation offer a significant competitive advantage to our membership of over 3,200 optometrists – enabling them to embrace change, seize opportunity, and position their practices for long-term success. IDOC serves its members through expert guidance from industry-admired consultants, metric-based business analytics, personal account management, member-exclusive vendor discounts and rebates, continuing education opportunities and national, regional, and local peer networking events.

We are proud to be a Great Place to Work-Certified™ company! Check out what our employees say makes working here so great: https://www.greatplacetowork.com/certified-company/7025633.

Role Summary

The IDOC Membership Sales Manager is a role focused exclusively on driving new membership acquisition and initial member onboarding. As a dedicated sales professional, you will be responsible for following up on all marketing-generated leads, vendor referrals, and member referrals to convert prospects into IDOC members. This role is designed for efficiency and speed-to-close, with a clear handoff to the IDOC Support Desk (ISD) team for ongoing member support and relationship management, and/or IDOC SMEs for products and services.

Lead Management & Conversion

• Follow up promptly on every marketing-generated lead from all channels
• Pursue and convert vendor referrals and member referrals into new memberships
• Manage lead pipeline efficiently using CRM systems to ensure no opportunities are missed
• Conduct qualification calls to assess prospect needs and fit for IDOC membership
• Maintain detailed records of all prospect interactions and conversion activities

Sales & Closing

• Focus exclusively on closing prospects to IDOC membership (Vantage and Select programs)
• Identify opportunities to expand initial sales with additional services/products when appropriate and opportune
• Execute efficient sales processes without extended cultivation periods
• Achieve and exceed monthly and quarterly membership sales targets
• Refer prospects requiring extended consultation to the ISD team and/or IDOC SMEs for products and services  after initial engagement

Member Onboarding

• Conduct comprehensive onboarding for new Vantage and Select program members
• Ensure smooth transition of new members into IDOC systems and processes
• Provide initial orientation on member benefits, resources, and support channels
• Complete all onboarding documentation and member setup requirements
• Hand off completed onboarding to ISD team for ongoing support

Transition & Handoff Management

• Execute clean handoffs to the IDOC Support Desk team upon completion of onboarding
• Ensure all member information and interaction history is properly documented
• Direct any post-onboarding member inquiries to the appropriate ISD team members and/or SMEs for products and services
• Maintain clear boundaries between new member acquisition and ongoing support roles
• 
  

Requirements

• 5+ years of customer service or support experience required 
• 5+ years of sales or consultative selling experience preferred
• Work flexible schedules to provide coverage from 8am EST to 9pm PST
• Optical industry experience strongly preferred
• Proficiency with Microsoft Office (string Excel and PowerPoint a must).
• Detail oriented, proactive multi-tasker.
• Strong organization and prioritization skills.
• Ability to be flexible and work with different functions within the company.
• Ability to communicate confidently with members of senior management.
• Works well with others, collaborative and cooperative,
• Strong verbal and written communication skills.
• Works independently with minimal supervision.
• People management experience preferred.
• Travel as required to attend/lead/support industry, company, and associations events.