Senior Marketing Strategist

About the Company

For more than twenty-five years, IDOC has remained committed to the success of independent optometrists and has become the leading alliance of private optometric practice owners in the United States. Founded by an optometrist with first-hand experience in private practice, IDOC empowers independent owners to build and sustain the practices they envision.

Our core value—people first, always—combined with a focus on innovation gives our network of more than 3,200 optometrists a significant competitive advantage. IDOC supports members through industry-respected consultants, business analytics, dedicated account management, vendor partnerships, continuing education, and peer networking.

We are proud to be a Great Place to Work-Certified™ organization, offering a collaborative and empowering environment for professionals who want to make a difference.

About the Role

The Senior Marketing Strategist, OMS owns the end-to-end client relationship and is accountable for driving measurable growth across a portfolio of independent optometry practices.

This role is central to OMS’s consult-first model – leading structured discovery, defining strategies tied to booking growth and revenue per appointment, and ensuring successful execution through internal coordination. The Senior Marketing Strategist serves as the primary strategic partner to each client, owning a defined book of business with accountability for managing multiple concurrent client engagements and full responsibility for retention, performance, and expansion.

This is a commercially accountable, client-facing role that blends consultative strategy, account management, and delivery oversight. The ideal candidate brings the instincts of an agency account manager: deeply client-centric, fluent in translating business goals into marketing execution, and motivated by measurable results.

Key Responsibilities

Client Acquisition & Strategic Discovery

1. Lead consult-first discovery sessions with prospective clients to diagnose business performance, identify growth constraints, and define clear marketing objectives
2. Translate discovery into structured, outcome-driven recommendations aligned to patient booking growth and revenue per appointment
3. Partner with leadership to develop clear scopes of work and proposals that reflect client goals and OMS capabilities
4. Maintain thorough documentation of all prospect interactions to support a seamless handoff from discovery to onboarding

Account Ownership & Client Success

1. Own a portfolio of OMS clients, serving as the primary point of contact and strategic advisor throughout the engagement lifecycle
2. Lead onboarding, kickoff, and ongoing strategy sessions with practice owners and staff, ensuring consistent alignment on goals and progress
3. Conduct regular performance reviews grounded in data, proactively identifying opportunities to optimize results and deepen engagement
4. Drive client retention by building trusted advisor relationships and consistently demonstrating the business value of OMS investment

Strategy-to-Execution Translation

1. Translate client objectives into clear, actionable plans aligned to OMS’s standardized delivery models (Booking Growth and Retail Growth campaign paths)
2. Delegate and coordinate work across internal OMS teams to ensure timely, high-quality execution of agreed deliverables. Work with leadership when needed to manage timelines in-line with team member capacity.
3. Ensure all work is aligned with strategy, budget, and defined success metrics before delivery to the client
4. Maintain documentation across all client interactions to support continuity, team alignment, and performance tracking

Performance Management & Optimization

1. Leverage data from GPN The Edge, Optometry Marketing Services digital marketing reports, and client inputs to guide strategy and measure impact
2. Set up and maintain reporting frameworks for assigned clients.
3. Proactively identify performance trends and adjust recommendations to improve outcomes
4. Anchor all recommendations in business impact – connecting marketing activity directly to patient bookings and revenue per appointment

Cross-Functional Collaboration & Team Contribution

1. Serve as the liaison between client and internal OMS teams, ensuring clarity and alignment across all active engagements
2. Partner with Sales, Customer Success, and Marketing teams to support pipeline conversion and a seamless client experience
3. Proactively share best practices, tools, and insights to elevate team capability and consistency across OMS
4. Utilize Asana, MS Teams, HubSpot, Zendesk, and email to coordinate client activity and communicate internally
5. Refer clients to IDOC strategic partners where appropriate to support broader business needs
6. Serve as an SME (internal and external) for the business. Participating in events, on social channels and other platforms to educate and engage with membership to support the business purpose.

• 7+ years of experience in marketing, with a strong track record working with small to mid-sized businesses
• Demonstrated experience owning client relationships and delivering measurable business outcomes across a portfolio of accounts
• Proven ability to operate in a consultative, solutions-oriented environment – diagnosing client needs and recommending tailored strategies
• Strong command of digital marketing channels, performance measurement, and how to evaluate ROI across tactics
• Experience managing cross-functional execution – coordinating internal teams to deliver against client commitments
• Healthcare or healthcare-adjacent marketing experience preferred
• Experience in an agency or client services environment preferred
• Proficiency in Google Analytics, CRM platforms (e.g. HubSpot), and project management tools (e.g. Asana)
• Excellent written and verbal communication skills, with the confidence to lead client-facing strategy conversations
• Highly organized with the ability to manage multiple client priorities in a fast-moving environment
• Bachelor’s degree preferred
• Travel requirement: ~10%