• Design and lead the Territory Manager Onboarding Program for all new hires across various markets • Build and maintain a training library (relationship playbooks, referral scripts, objection handling guides, and territory management best practices). • Implement a structured 30-60-90-day ramp plan for all new Territory Managers with measurable learning milestones and performance checkpoints. • Conduct quarterly workshops to upskill the team on referral growth strategies, relationship management, and CRM optimization. • Partner with clinical and marketing teams to ensure consistent education on service lines, patient pathways, and messaging compliance (HIPAA, brand, etc.). • Create territory playbooks that define call cadence, event strategy, and community engagement expectations by market. • Assist with the development of new marketing materials for the field team. • Lead development of email campaigns to providers with assistance from the brand/performance team. • Manage all territory data infrastructure in HubSpot, including provider segmentation, account mapping, and territory alignment. • Build dashboards in Superset to visualize referral trends, conversion rates, and pipeline velocity. • Identify high-impact providers, underperforming territories, and emerging referral opportunities. • Generate weekly and monthly performance reports with insights for the VP of Provider Partnerships and regional leaders. • Maintain clean, accurate data in HubSpot to ensure referral tracking and ROI reporting are precise and actionable. • Support integration of customer mapping tools and external data sources into HubSpot to optimize route planning and outreach prioritization. • Assist with Dreem Core our internal referral platform to adapt to the needs of the team • Assist with ongoing development and build out of Map My Customers for the field team to utilize for route optimization and call planning. • Serve as the key operational partner to the VP of Provider Partnerships, translating strategic goals into field execution. • Assist in preparing monthly business reviews, dashboards, and growth reports for leadership. • Assist in hiring, onboarding, and performance evaluation for partnership team members. • Manage special projects such as territory expansions, partnership integrations, and new service line launches. • Act as the voice of the field in leadership meetings — surfacing insights, barriers, and success stories.