Role Summary

The Bookkeeper role will actively keep the books of a portfolio of OD clients – coding transactions, reconciling statements, and handling monthly close – as well as managing payroll for participant practices. As this is a new service for IDOC, this position will also be learning with us and helping to create the process and product for IDOC’s Optometrist Bookkeeping Service.

Responsibilities

• Coordinate with new bookkeeping members to migrate / adapt their financials to IDOC’s chart of accounts and reporting layout
• Assist in coding transactions, coordinate with owners on decision to expense or capitalize equipment purchases
• Reconcile accounts and close books monthly
• Support payroll process, including processing payroll, paying taxes, and filing payroll reports
• Support multiple practices at once
• Provide feedback and guidance to development of the service

Requirements

• Proficient in QuickBooks Online
• QuickBooks Payroll, Gusto Payroll, ADP and/or Paychex proficiency preferred
• Proficient in Microsoft suite of products to include Outlook, Word, PowerPoint, and Excel
• Must have excellent written and verbal communication skills, excellent time management skills, strong decision-making ability, and excellent attention to detail
• Well organized, able to work in a fast-paced environment
• Self-directed and able to work remotely
• Committed to collaboration and teamwork
• Ability to thrive in a dynamic environment

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Role Summary

We are looking for a highly creative marketing Copywriter to support two marketing departments with content development. We are seeking someone with exceptional written and oral communication skills and acute attention to detail. The Copywriter will be responsible for producing engaging, clear text for different marketing channels such as websites, print ads and social media. Duties include researching keywords, producing interesting written content and proofreading work for accuracy and quality. This role is highly collaborative and will require working with multiple departments to plan and execute responsibilities.

Responsibilities

• Write monthly blog articles to be used by SEO Manager for client websites.
• Craft social media post copy for IDOC Social + IDOC Web/SEO + Social clients and add to content libraries in Sendible for use by the social media specialists.
• Write evergreen articles about eye care and eye disease for client websites.
• Draft practice-specific “about us” copy and reformat O.D. bios and staff bios copy for tone, work with Google Ads Specialist to write copy for Google ad campaigns.
• Write monthly Press Releases and website content for public website.
• Craft social media post and email copy for IDOC brands – membership and services.
• Write product messaging for printed collateral including sell sheets, brochures, etc.
• Create brand briefs and copy platforms for new products in pipeline.
• Perform other duties as assigned.

Requirements

• Strong attention to detail and excellent organizational skills.
• Strong written, verbal, and interpersonal communication skills.
• Basic/Familiarity with HTML, Graphic Design, and Social Media platforms.
• HubSpot or other CRM software experience a plus.
• Self-starter and results-driven mentality; ability to manage multiple projects simultaneously.
• Ability to effectively communicate with both internal and external partners.
• Adept at learning web-based tools.

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Role Summary

We are looking for a highly creative marketing Graphic Designer to support two marketing departments with content design and development. We are seeking someone with exceptional design skills across a variety of media, from digital and social to print and video. The Graphic Designer will be responsible for producing visually engaging layouts to clearly communicate IDOC’s marketing messages. Duties include developing concepts, graphics, and other content, working closely with the copywriter and brand manager to execute on marketing initiatives and objectives. This role is highly collaborative and will require working with multiple departments to plan and execute responsibilities.

Responsibilities

• Develop aesthetics for IDOC Social Media client post designs according to brand identity questionnaire.
• Design print collateral for practice marketing.
• Develop brand style guides for social media post image designs.
• Support content specialists on overflow social post designs, and website designers on overflow website design.
• Develop all marketing assets across digital and offline media for IDOC core brands, products, and services.
• Responsible for the entire process of defining requirements, concepts, visualizing, and creating graphics (including illustrations and layouts to final product).
• Manage assets that consist of website design, sales aids, print ads, digital ads, social media content, emails, logos, videos, event signage, presentations, etc.
• Determine size and arrangement of copy and illustrative material, as well as font style and size.
• Perform other duties as assigned.

Requirements

• Eyecare Industry experience a plus.
• Strong attention to detail and excellent organizational skills.
• Strong written, verbal, and interpersonal communication skills.
• Fluent in design software including Adobe creative suite, Canva, video editing software, etc.
• HubSpot and/or HTML experience a plus.
• Self-starter and results-driven mentality; ability to manage multiple projects simultaneously.
• Ability to effectively communicate with both internal and external partners.
• Adept at learning web-based tools.

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Role Summary

IDOC is looking for an experienced marketing professional who is passionate about CRM optimization to facilitate the use of CRM software to improve the efforts of the sales and marketing teams, and make sure the software operates efficiently and smoothly to achieve objectives.

The CRM Marketing Manager will be trained in the latest email and CRM marketing technologies and practices to support brand and cross-functional teams on the delivery of CRM marketing programs. This individual will own the execution of CRM marketing strategies including campaign management, enhancements, and delivering best practices to the organization.

This person should have a strong combination of marketing creative capabilities, analytical expertise, technical aptitude and business judgement. The ideal candidate for this position should be focused on results, is a self-starter and has a demonstrated success in using analytics to drive a better understanding of our business and customers, and ultimately to enable significant growth.

Responsibilities

• Own CRM (HubSpot) as subject-matter expert; lead the execution of CRM marketing initiatives to optimize customer acquisition, retention, loyalty, and promotional strategies.
• Develop CRM best practices for IDOC marketing, sales and cross functional teams and set measurable objectives to ensure success.
• Coordinate marketing campaigns with sales activities.
• Monitor legal issues surrounding customer data and privacy.
• Design email testing structure to ensure ability to read and properly measure a/b tests.
• Maintain counts of key audience segments and monitor trends in the health of the lists, identify opportunities, and potential data quality issues.
• Work with marketing and sales teams to manage email deployment routes & scheduling.
• Drive execution of strategy across email, including promotional, automated, and segmented/customized campaigns using HubSpot tools.
• Manage key data fields and integration between our CRM and marketing automation systems.
• Deliver Monthly and Quarterly Metrics/KPIs including analysis, insights, and recommendations.
• Prepare analytics to track the effectiveness of sales campaigns.
• Develop reporting and insights based on a clear understanding of business objectives to inform marketing initiatives.
• Analyze the performance of each campaign, gain insight, assess against goals, and present results and course correction to the marketing team.
• Develop strategies and campaigns to drive new membership sales.
• Ongoing analysis of customer and potential customer behavior, including email performance to provide recommendations for testing & optimization.
• Analyze target audience behavior and adjust campaigns accordingly.
• Maintain effective internal communications to ensure that all relevant company functions are kept informed of marketing objectives.
• Manage ad hoc projects including surveys, research, etc.
• Perform other duties as assigned.

Requirements

• Lead Generation Marketing and CRM experience required.
• HubSpot experience required.
• Experience developing integrated marketing strategies and integration of CRM with broader traditional and digital marketing efforts.
• Technical acumen with an ability to understand IT solutions and potential tradeoffs – able to communicate technology concepts to business users.
• Exceptional analytical ability, able to examine sets of data, identify important, meaningful information and translate analyses into simple, compelling, fact-based stories.
• Strong grasp of database management, query development, and reporting.
• Expertise in optimizing existing campaigns and brainstorming out-of-the-box ideas for driving increased performance.
• Basic/Familiarity with HTML, Graphic Design, and Social Media platforms.
• Strong written, verbal, and interpersonal communication skills.
• Proficient in Microsoft Suite (Excel, Power Point, Word and Outlook).

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Role Summary

IDOC is seeking an experienced Product Marketing Manager to manage a portfolio of products, develop key product messaging and create marketing plans designed to attract new customers. The person in this role is passionate about understanding customers’ needs and developing great communication strategies to bring to market. The role will work with product leadership and company leadership to set product objectives aligned with high-level strategy. The Product Marketing Manager will own and maintain the brand identity and ensure all communication aligns with the brand. This person will be responsible for the individual campaigns that promote the products and generate engagement.

Responsibilities

• Responsible for driving go-to-market activities, competitive intelligence, messaging and positioning of our products.
• Create marketing materials that communicate product features and develop the marketing tools and campaigns to attract new prospects and customers.
• Develop clear communication strategies and successful product presentation in the marketplace.
• Maintain brand integrity across all company marketing initiatives and communications.
• Develop product messaging that differentiates new products and services from others in the market.
• Develop and implement marketing activities such as promotions and product launches.
• Create product content such as case studies, videos, website copy and blog posts.
• Gain insight into customer use of current products, untapped opportunities and buyer personas.
• Understand customer behavior and respond to marketplace trends.
• Maintain and manage competitive intelligence and comparisons.
• Manage marketing budget and approval processes.
• Perform other duties as assigned.

Requirements

• 5+ years’ previous marketing experience, product marketing preferred.
• Bachelor’s degree in Communications, Marketing, or related field.
• HubSpot experience desired.
• A high level of creativity and innovation.
• Outstanding communication, presentation and leadership skills.
• Self-starter and results-driven mentality; ability to manage multiple projects simultaneously.
• Strong business acumen with practical sales knowledge.
• Excellent organizational and time management skills, with a strong attention to detail.
• Sharp analytical and problem-solving skills.
• Basic/Familiarity with HTML, Graphic Design, and Social Media platforms.
• Adept at learning web-based tools.
• Proficient in Microsoft Suite (Excel, Power Point, Word and Outlook).

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Role Summary

IDOC is expanding its services for optometrists in private practice to include organic social media content design and publishing, website design, hosting and SEO, and digital marketing. If you’re looking for a challenging and fulfilling SEO position which offers an opportunity to help small business owners, optometrists in private practice, this may be the role for you.

We are looking for a Marketing Services SEO Manager to perform search engine optimization for our Members and clients. Experience running organic search programs for B2C clients is a must; healthcare marketing is a plus. The Marketing Services SEO Manager will work closely with the Marketing Services Leader, Marketing Services Consultant, and other marketing professionals at IDOC, and their peers to drive and implement strategic initiatives for overall SEO program improvement, traffic, and revenue growth for Members and clients. To be successful in this role, the Marketing Services SEO Manager must thrive in working within a deadline-driven, fast-paced, and customer-centric environment.

Responsibilities

• Develop inventory strategies to spur our top line growth and product assortment plans balancing product category, class, and core/seasonal inventory investments to the independent practice.
• Build and manage inventory and sales forecasting models to identify risk and opportunities across channels.
• Consult with internal stakeholders on the supply and demand performance to maximize sales and maintain optimal inventory for both our core and services platforms.
• Work closely with the optometric retail consulting team on inventory plans that align with practice revenue objectives, leveraging historical data.
• Evaluate retail pricing and suggest best practices based on feedback from consultants and manufacturers, suggested MSRP.
• Provide guidance to buyers seasonally and ongoing to drive effective assortment planning through data analysis.
• Develop demand forecasts in collaboration with finance to support business operations for the practice.
• Analyze historical data and current trends to identify risks and maximize sales for the practice.
• Develop optimization strategies that increase the search engine results rankings for clients.
• Perform keyword research in coordination with client business objectives to optimize existing content and uncover new opportunities.
• Provide SEO analysis and recommendations in coordination with elements and structure of websites and web pages.
• Provide recommendations and execute/manage strategies for content development in coordination with SEO goals – general and keyword specific.
• Develop and implement link building campaigns.
• Implement and administer search engine programs (XML sitemaps, shopping feeds, webmaster tools).
• Monitor and evaluate search results and search performance across the major search channels to improve rankings.
• Monitor and evaluate web analytics dashboards and reports to develop and recommend SEO strategies.
• Develop optimization strategies that increase the search engine results rankings for clients.
• Set up new clients in Yext and optimize listings.
• Research SEO keywords to use throughout the client websites and marketing materials.
• Set measurable goals that demonstrate improvement in marketing efforts.
• Monitor daily performance metrics to understand SEO strategy performance.
• Partner with Marketing Services Consultant to collaborate with Members and clients on development of KPIs to measure website performance.
• Efficiently communicate with other marketing professionals to align goals.
• Update content and website links for maximum optimization and search engine rankings.

Requirements

• 3+ years’ experience in developing and executing SEO campaigns.
• Bachelor’s degree preferred.
• Strong understanding of Search Engine Marketing (SEM) and Search Engine Optimization (SEO) process.
• Experience working with popular keyword tools (Google, SEM Rush, etc.)
• Experience working with CMS and building/administering content in multiple CMS environments.
• Knowledge of HTML/CSS and website administration.
• High-level proficiency in MS Excel, PowerPoint, and Word.
• Experience with website analysis using a variety of analytics tools including Google Analytics as well as internal reporting tools.
• Understanding of search engine algorithms and ranking methods.
• Knowledge of keyword research and data mining tools.
• Comfortable analyzing high volumes of data daily.
• Growth mindset, willing to run through walls to deliver and adjust style to various teams and leaders.
• Excellent written and verbal communication skills (email, phone, etc.).
• Experience working at a B2C digital marketing agency a plus.
• Experience with other aspects of marketing, such as customer growth and promotion, is a plus.

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Role summary

At IDOC, "we empower independent owners to live the practice of their dreams." IDOC employees go to work every day with this “Why” as their motivation. The regional Practice Development Leader (PDL) will lead a team of Practice Development Managers (PDMs) to provide exceptional service to our existing members and grow new membership enrollment in an assigned region. In addition to supervising the PDM team, individual responsibilities will include new business development and account management deliverables.

To be successful in this role, the PDL will expand the IDOC network through outreach to potential new independent optometric practices and working to close qualifies leads through our robust marketing strategy as well as develop new leads through an expansive network of existing members and vendor support. This role will be accountable for the Membership Team meeting membership growth goals for current member engagement and achieving new member growth goals as well as increasing current membership engagement through vendor participation and service offerings.

Responsibilities

Team Management

• Manage and coach Practice Development Managers (PDMs) to maximize membership growth, vendor utilization and utilization of service offerings.
• Provide ongoing feedback and coaching to foster positive work environment of shared goals, improving sales productivity, knowledge sharing, and operational efficiencies.
• Communicate business goals and priorities to maximize individual and team performance.
• Oversee team interactions and engagement with members to understand unmet needs, analyze membership trends and recommend solutions and services.
• Utilize strong business relationships from current membership to drive member referrals.
• Maximize vendor relationships through deep understanding of products and programs and to gain referrals for new memberships and service clients.
• Maintain an understanding of the optometry industry by staying informed of trends, competitors, state regulations, etc.
• Ensure the use of Provident and HubSpot CRM database systems.

Business Development

• Identify, pursue, and close independent optometric practices (prospects) for new company memberships and service clients using a variety of sales techniques including networking with existing membership base and soft lead generation.
• Ensure self & team communicates member value proposition through in-person and electronic communications.
• Develop, maintain and leverage relationships with current members, prospects, vendor partners and local/state industry contacts to generate referrals.

Account Management

• Manage day-to-day interactions and engagement with existing member accounts; analyze business, conduct account reviews, provide solutions, resolve issues, increase vendor programs and engagement, upsell membership plans (if warranted), and serve as an extension of the member’s business.
• Examine current member accounts for unmet needs, and service deficiencies to provide recommended solutions and drive referrals.
• Complete all administrative duties including expense submission, travel planning, and more as required or directed.

Requirements

• 5+ years sales supervisory experience required; optical experience a plus.
• Bachelor’s degree (preferred) or equivalent industry experience.
• Strong proficiency with Microsoft Office Suite (Outlook, Excel, PowerPoint, Teams, Notes), HubSpot (or similar sales and CRM databases) and other data analytics tools is a plus.
• Excellent oral and written communication skills.
• Demonstrated skills in influencing key decision makers to buy in on a project or plan of action.
• Energetic and focused self-starter that is goal/results oriented.
• Exceptional organization and time management skills.
• Demonstrated ability to work independently and in a close team environment.
• Approximately 30% travel required, including, but not limited to, participation with IDOC National, Regional, and Local Events, Optical Industry National and Regional Events, and State Association Conferences.

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Role Summary

At IDOC, "we empower independent owners to live the practice of their dreams" – this is "Our Why" – the core of our aspirations. Every day, IDOC employees incorporate "Our Why" into their daily work to make our members’ dreams a reality. The Tradeshow and Events Coordinator is a key role for our organization in providing exceptional service to our members and ensuring "Our Why" comes to life. The role will be responsible for the coordination and execution of all industry tradeshows and any correlating events, both nationally and regionally.

Responsibilities

• Maintain list and evaluate all national and regional industry trade shows to ensure proper alignment with IDOC’s strategies for maximum exposure to the target markets while considering budgets and personnel resources.
• Coordinate IDOC’s tradeshow presence by filing out and submitting show forms, distributing travel notifications to staff, ordering all necessary materials, and shipping to and from shows.
• Organize any supplemental tradeshow events and Study Group Dinners, including securing sponsorship, venue selection, registration management, attendance tracking, AV, banquet orders, agendas, onsite materials, and post event evaluations.
• Contribute to Practice Development Team and Service Leaders success at tradeshows by creating show schedules, providing all pertinent details with onsite accessibility, and anticipating and making plans for different scenarios and challenges that could occur.
• Communicate cross departmentally to plan and create effective promotional plans for each event to enhance booth traffic and brand awareness.
• Monitor all current material inventory levels to ensure that collateral and swag resources are in-stock and available; reordering and recommending new options as needed.
• Keep an updated internal detailed events calendar.
• Subject matter expert on event software (Aventri, Swoogo, or similar company).
• Track event spending, submit purchasing orders and invoices, and provide budget updates and reports as needed to support ROI calculations.
• Represent the IDOC brand and services with passion and integrity.
• Provide support for internal Company-hosted events as needed.
• Additional responsibilities and support as needed and directed.

Requirements

• Aventri, Swoogo, or similar registration software experience.
• Detail oriented with the ability to multitask and prioritize projects across multiple events, meeting time and budget deadlines.
• Excellent written and verbal communication skills, including negotiation.
• Proficient in Microsoft suite of products to include Outlook, Word, PowerPoint, and Excel.
• HubSpot, Adobe Pro, Teams Experience, a plus.
• Flexible, proactive, resourceful, and efficient while maintaining professionalism always.
• Self-motivated, proactive, capable of working independently and as part of a team.
• Ability to thrive in a dynamic and remote environment.
• Less than 20% Travel to Conferences, Tradeshows, and local meetings.

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