The Purpose of Your Role

The primary purpose of this role is to initiate first-time outreach to mental health and medical providers—including therapists, psychologists, psychiatrists, and physician offices—to establish new professional relationships and schedule introductory meetings for the Clinical Outreach Specialist. This position plays a critical role in educating community providers about evidence-based treatment for OCD and anxiety disorders, conducting initial needs discovery, and determining whether our services are an appropriate clinical fit for their patients or clients.

Success Indicators/KPIs

• 35 in-person meetings scheduled for the Clinical Outreach Specialist per week
• 5 virtual meetings scheduled for the Clinical Outreach Specialist per week
• 150 outreach activities, including calls, texts, and emails per week
• Needs analysis and account vetting conducted for 90% of scheduled meetings

Upon achieving these key performance indicators, your supervisor will meet with you to review progress and collaborate on establishing new performance goals that reflect continued growth and excellence.

Core Competencies

• Professional Communication & Rapport Building – Ability to engage clinicians and medical professionals in a respectful, knowledgeable, and credible manner
• Needs Discovery & Clinical Fit Assessment – Skill in asking thoughtful questions to identify provider needs, patient populations served, and appropriateness of referral alignment
• Organization & Follow-Through – Consistently tracks outreach efforts, manages follow-ups, and ensures accurate scheduling and documentation

Core Responsibilities

• Conduct outbound cold outreach to therapists, psychologists, psychiatrists, and medical providers with whom no prior relationship exists
• Educate providers on OCD and anxiety disorders, common misdiagnoses, and the specialized services offered by the organization
• Perform initial needs analysis and discovery to determine whether the provider and their patient population are an appropriate clinical fit
• Qualify and vet accounts prior to scheduling introductory meetings
• Schedule in-person and virtual meetings for the Clinical Outreach Specialist and ensure all relevant background information is documented
• Maintain accurate records of outreach activity, provider notes, and scheduled meetings in the designated systems
• Adheres to all company policies and procedures
• Other duties as assigned

The Skills and Expertise You Have

• Strong verbal and written communication skills with the ability to speak confidently with licensed clinicians and medical professionals
• Ability to conduct structured discovery conversations and ask insightful follow-up question
• Professional persistence and comfort with high-volume outbound calling and follow-up
• Supervisory requirements
• Proficient knowledge of computers, including Microsoft Word, Excel, and other computer software
• Accurate and efficient electronic data entry
• Must be punctual and maintain excellent attendance
• Organized, detail-oriented, takes the initiative, and completes job responsibilities independently
• Multitask, problem-solve, interpersonal skills, and strong written and verbal communication skills
• Thrives in a changing work environment, including inside, outside, and loud noise level

Preferred Qualifications

• 1 year sales experience
• Experience in healthcare outreach, medical sales, clinical intake, or appointment setting
• Familiarity with mental health treatment settings, referral relationships, or provider-to-provider outreach
• Knowledge of OCD, anxiety disorders, or behavioral health services

Disclaimer

OCD Anxiety Centers has not designed this job description to contain a comprehensive list of activities, duties, or responsibilities required of the employee. Furthermore, OCD Anxiety Centers reserves the right to change or assign new duties, responsibilities, and activities at any time, with or without notice.

Equal Employment Opportunity Commission (EEOC) statement

OCD Anxiety Centers is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, genetics, disability, political affiliation, personal appearance, family responsibilities, or any other legally protected class under federal, state, or local law. This applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, wage and salary administration, disciplinary action, termination, and social, educational, and recreational programs.