HybridHybrid work is offered; local travel and occasional evening or weekend events may be required.
Sales & Account ManagementBusiness Development & Partnerships
About the job
Requirements
At least 2 years of experience in business development, referral development, relationship management, community outreach, provider relations, sales, account management, nonprofit development, legal marketing, healthcare marketing, or partnership development.
Demonstrated experience conducting outreach, managing follow-up, building relationships, or maintaining a relationship pipeline.
Comfort working toward outreach, activity, referral, quota-based, or performance-based goals.
Strong written and verbal communication skills.
A professional, polished, and credible presence when representing the firm externally.
Strong organizational skills and the ability to accurately track outreach, follow-up, referral sources, and relationship status.
Ability to work independently, take initiative, and move relationships forward without constant direction.
Comfort with local travel, in-person meetings, networking events, and occasional evening or weekend events.
Valid driver’s license and reliable transportation.
Ability to work cross-functionally with leadership, attorneys, marketing, intake, and operations.
Responsibilities
Build, organize, and maintain a firmwide referral network.
Identify attorneys, law firms, medical providers, veterans organizations, nonprofits, community groups, professional organizations, and other potential referral partners.
Develop and maintain a book of referral relationships organized by practice area, case type, referral quality, responsiveness, and relationship strength.
Identify gaps in referral coverage and recommend new referral partners or outreach opportunities.
Research and pursue new referral sources aligned with the firm, its related practice areas, Social Security Disability, VA Disability, and personal injury needs.
Develop and execute a proactive outreach strategy to expand the referral network and increase community awareness.
Conduct warm and cold outreach by phone, email, LinkedIn, in-person visits, and event follow-up.
Schedule and attend meetings with potential referral partners to explain the firm’s services and ideal referral fit.
Maintain consistent communication with referral partners through meetings, phone calls, email, and follow-up touchpoints.
Follow up persistently and professionally with prospective referral partners.
Track outreach activity, relationship status, follow-up steps, and referral outcomes.
Work toward monthly and quarterly outreach goals, qualified meeting goals, referral partner growth goals, and other performance-based targets.
Establish and maintain a referral tracking process covering incoming and outgoing referral volume, source, case type and status, acceptance, follow-up needs, referral fees or revenue opportunities, and revenue tied to referrals where available.
Maintain accurate referral data in the firm’s tracking system, customer relationship management system, spreadsheet, or other designated platform.
Provide leadership with regular reports on referral activity, outreach progress, relationship pipeline, event outcomes, referral trends, and potential revenue opportunities.
Establish baseline referral data during the first quarter in the role.
Support future key performance indicator development for referral growth, qualified referral partners, outreach activity, and revenue impact after baseline data exists.
Represent the firm at networking and community events, professional association meetings, resource fairs, conferences, veterans events, and other outreach opportunities.
Coordinate event preparation, materials, staffing, lead collection, and follow-up plans.
Travel locally for meetings, partner visits, and events as needed, and attend occasional evening or weekend events when required.
Coordinate with Marketing and Leadership so outreach supports broader firm initiatives.
Identify opportunities to establish the firm as a trusted resource in the communities it serves.
Work closely with Marketing, Intake, Attorneys, Case Management, Operations, Leadership, personal injury, Social Security, and VA teams.
Partner with Intake to identify referral trends, referral quality, and opportunities to improve the referral experience.
Coordinate with attorneys and leadership on outgoing referral partners and relationship priorities.
Help develop referral partner education materials, outreach emails, scripts, presentations, follow-up templates, and event materials.
Communicate referral-related updates clearly across departments.
Identify process gaps and recommend improvements to reduce missed follow-ups, duplicate outreach, and human error.
Clearly communicate the firm’s services, referral process, and client-centered approach.
Educate referral partners on when and how to refer Social Security Disability, VA Disability, and personal injury matters.
Promote the firm’s accessibility, responsiveness, client care, language support, community involvement, and reputation.
Ensure referral partners understand why the firm can be trusted with their clients, contacts, and cases.
Participate in regular check-ins with the direct supervisor during the launch period, weekly planning around referral development and process improvement, monthly meetings with Marketing once the role is established, and ongoing communication with Intake and client-facing team members.
Meet with team members currently involved in referral tracking and follow-up.
Desired Qualifications
Experience managing a book of business, referral partner network, donor base, provider relationships, client accounts, or community partnerships.
Experience with customer relationship management systems, Excel, Monday.com, referral tracking tools, or sales pipeline reporting.
Experience in legal, healthcare, disability services, veterans services, nonprofit, insurance, medical office outreach, home health or hospice liaison work, or professional services.
Prior experience in a commission, bonus, quota, on-target earnings, or performance-based role.
Experience attending events, tabling, networking, presenting, or representing an organization externally.
About Disability Law Group
At Disability Law Group, we exist for one reason: to help people through some of the most difficult moments of their lives — and to do that work with skill, heart, and purpose.
We are a mission-driven law firm focused on Social Security Disability and Veterans’ disability benefits. Our work demands more than legal knowledge; it requires empathy, persistence, and a genuine commitment to listening to people when they need it most.
Everything we do is guided by our core values — Listen, Invest, Vigor, Empathy, and Solutions (LIVES). These values shape how we show up for our clients and for one another. From the first phone call to the final resolution of a case, we treat each client’s situation as unique and deserving of thoughtful, personalized advocacy.
Our team is made up of dedicated professionals across intake, applications and appeals, records, case management, attorneys, and leadership, all working collaboratively to deliver exceptional service nationwide.
We also believe in investing in our people. DLG offers competitive pay and benefits, meaningful opportunities for growth and advancement, and a workplace culture that values balance and recognition — including a paid day off for your birthday, team celebrations, and firm-wide KPIs. Our team regularly participates in community clinics, scholarship initiatives, and volunteer opportunities, giving everyone the chance to make an impact beyond their day-to-day work. We also offer a flexible hybrid work, and a family-first, model.
At Disability Law Group, your work matters — and so do you. Together, we are building a firm that delivers results, supports its people, and truly changes lives
Position Summary
Disability Law Group is seeking a motivated, relationship-driven Referral & Relationship Specialist to help grow, organize, and strengthen the firm’s referral network across Disability Law Group, Michigan Accident Attorneys, and related practice areas, including Social Security Disability, VA Disability, and personal injury referrals.
This is not a traditional administrative role. This is a business development, referral growth, and community partnership position for someone who enjoys building relationships, conducting outreach, attending events, tracking a referral pipeline, and turning professional connections into measurable opportunities.
The Referral & Relationship Specialist will serve as the point person for referral development, referral partner communication, relationship tracking, outreach follow-up, and referral process improvement. This role will help the firm better understand where referrals are coming from, where referrals are going, which relationships should be prioritized, and how referral opportunities can be increased.
The ideal candidate will be proactive, organized, professional, relationship-focused, and comfortable working toward outreach goals, referral growth goals, and performance-based expectations. This role requires consistent follow-up, strong communication, local travel, and the ability to represent the firm well in the community.
Key Responsibilities
The Referral & Relationship Specialist role should be structured around five main pillars:
Referral Network Development
Build, organize, and maintain a strong firmwide referral network.
Identify attorneys, law firms, medical providers, veterans organizations, nonprofits, community groups, professional organizations, and other potential referral partners.
Develop and maintain a book of referral relationships by practice area, case type, referral quality, responsiveness, and relationship strength.
Identify gaps in referral coverage and recommend new referral partners or outreach opportunities.
Research and pursue new referral sources aligned with DLG, MAA, Social Security Disability, VA Disability, and personal injury needs.
Business Development & Outreach
Develop and execute a proactive outreach strategy to expand DLG’s referral network and increase community awareness.
Conduct warm and cold outreach by phone, email, LinkedIn, in-person visits, and event follow-up.
Schedule and attend meetings with potential referral partners to educate them on DLG’s services and ideal referral fit.
Maintain consistent communication with referral partners through meetings, phone calls, email, and follow-up touchpoints.
Balance persistence with professionalism when following up with prospective referral partners.
Track outreach activity, relationship status, follow-up steps, and referral outcomes.
Work toward monthly and quarterly outreach goals, qualified meeting goals, referral partner growth goals, and other performance-based targets.
Referral Tracking, Reporting & Revenue Awareness
Establish and maintain a referral tracking process that helps the firm understand:
Incoming referral volume
Outgoing referral volume
Referral source
Case type
Case status
Whether a referred case was accepted
Whether follow-up is needed
Whether a referral fee or revenue opportunity exists
Revenue tied to referral activity where available
Maintain accurate referral data in the firm’s tracking system, CRM, spreadsheet, or other designated platform.
Provide regular reports to leadership on referral activity, outreach progress, relationship pipeline, event outcomes, referral trends, and potential revenue opportunities.
Help establish baseline referral data during the first quarter in the role.
Support future KPI development around referral growth, qualified referral partners, outreach activity, and revenue impact once baseline data exists.
This builds on the current JD’s existing focus on organizing the referral network, strengthening inbound relationships, and tracking referral volume, sources, case status, follow-up needs, referral fees, and revenue opportunities.
Community Outreach & Event Representation
Represent DLG at networking events, community events, professional association meetings, resource fairs, conferences, veterans events, and other outreach opportunities.
Coordinate event preparation, materials, staffing, lead collection, and follow-up plans.
Conduct local travel for meetings, partner visits, and events as needed.
Attend occasional evening or weekend events when required.
Coordinate with Marketing and Leadership to ensure outreach efforts support broader firm initiatives.
Identify opportunities to make DLG a trusted and recognizable resource in the communities we serve.
The current JD already includes community outreach, in-person visits, networking events, resource fairs, consistent communication, and outreach tracking; this revision makes those expectations more performance-oriented and business-development focused.
Cross-Department Collaboration
Work closely with Marketing, Intake, Attorneys, Case Management, Operations, Leadership, MAA/personal injury, Social Security, and VA teams.
Partner with Intake to identify referral trends, referral quality, and opportunities to improve the referral experience.
Coordinate with attorneys and leadership on outgoing referral partners and relationship priorities.
Help develop referral partner education materials, outreach emails, scripts, presentations, follow-up templates, and event materials.
Communicate referral-related updates clearly across departments.
Identify process gaps and recommend improvements to reduce missed follow-ups, duplicate outreach, and human error.
Promoting Firm Strengths
Clearly communicate DLG and MAA’s services, referral process, and client-centered approach.
Educate referral partners on when and how to refer Social Security Disability, VA Disability, and personal injury matters.
Promote the firm’s strengths, including accessibility, responsiveness, client care, language support, community involvement, and reputation.
Ensure referral partners understand why DLG and MAA can be trusted with their clients, contacts, and cases.
Qualifications
Required
2+ years of experience in business development, referral development, relationship management, community outreach, provider relations, sales, account management, nonprofit development, legal marketing, healthcare marketing, or partnership development.
Demonstrated experience conducting outreach, managing follow-up, building relationships, or maintaining a relationship pipeline.
Comfortable working toward outreach goals, activity goals, referral goals, quota-based expectations, or performance-based targets.
Strong written and verbal communication skills.
Professional, polished, and credible presence when representing the firm externally.
Strong organizational skills and ability to track outreach, follow-up, referral sources, and relationship status accurately.
Ability to work independently, take initiative, and move relationships forward without constant direction.
Comfortable with local travel, in-person meetings, networking events, and occasional evening/weekend events.
Valid driver’s license and reliable transportation.
Ability to work cross-functionally with leadership, attorneys, marketing, intake, and operations.
Preferred
Experience managing a book of business, referral partner network, donor base, provider relationships, client accounts, or community partnerships.
Experience with CRM systems, Excel, Monday.com, referral tracking tools, or sales pipeline reporting.
Experience in legal, healthcare, disability services, veterans services, nonprofit, insurance, medical office outreach, home health/hospice liaison work, or professional services.
Prior experience in a commission, bonus, quota, OTE, or performance-based role.
Experience attending events, tabling, networking, presenting, or representing an organization externally.
Regular check-ins may include:
Weekly or biweekly check-in with direct supervisor during the launch period
Weekly planning around referral development and process improvement
Monthly meeting with marketing once the role is established
Ongoing communication with intake and client-facing team members
Follow-up meetings with team members currently involved in referral tracking and follow-up
A Skills assessment will be provided in the interview process
Compensation
This role includes a base salary plus eligibility for a performance-based bonus opportunity tied to approved referral development, relationship growth, outreach activity, and business development goals. Final compensation will depend on experience.
The pay range for this role is:
65,000.00 - 75,000.00 USD per year (Disability Law Group)