Field Sales & Operations Coordinator

Nextera Healthcare, Inc.; Madison (WI); Hybrid; USD 42,000 - 68,000; Full time

Job summary

AdvocateMD/KerixHealth, based in Madison, WI, seeks a Field Sales & Operations Coordinator to drive lead generation, appointment setting, and sales support in a hybrid role that blends in-office collaboration with remote work.

Collaborating with the Regional Medical Director, you will manage the sales process, maintain Salesforce data, and ensure timely outreach, with a schedule of four days in the office and one remote day per week.

Qualifications

• Bachelor's degree required.
• 1–3+ years in sales development, sales support, or administrative roles with outbound contact.
• Experience with Salesforce or similar CRM preferred.
• Strong organizational skills and follow-through.
• Clear, professional written and verbal communication.

Responsibilities

• Identify and research prospective employer, broker, and partner leads in the Madison/Dane County market and other markets as determined.
• Collaborate with Marketing to build and execute B2B outreach strategies to drive lead generation.
• Make initial contact with new leads via in-person, phone, and email to gauge interest and qualify fit.
• Schedule sales appointments for the Regional Medical Director with qualified prospects.
• Attend sales appointments with the Regional Medical Director as needed.
• Maintain accurate Salesforce records for leads, contacts, and opportunities; keep the pipeline clean.
• Prepare recurring sales activity and pipeline reports; support day-to-day sales tasks and travel as needed.

Skills

Lead generation

Outbound outreach

Salesforce CRM

Organization

Communication

Business development

Education

Bachelor's degree

Tools

Salesforce

Job description

Position Summary

The Field Sales & Operations Coordinator serves as a key partner to the Regional Medical Director, supporting business development and sales operations activities that drive growth for AdvocateMD/KerixHealth. This hybrid role combines lead generation, appointment setting, prospect outreach, sales support, and operational coordination. The individual in this position will help create opportunities and maintain momentum throughout the sales process, allowing the Regional Medical Director to focus on building relationships with prospective clients and employee benefit brokers.

Success in this role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. The ideal candidate is proactive, resourceful, and comfortable working both independently and collaboratively. This is a hybrid position with an expectation of four days per week in the office and one remote workday.

Key Responsibilities

Lead Generation & Outreach

• Identify and research prospective employer, broker, and partner leads in the Madison/Dane County market (as well as other markets as determined by KerixHealth leadership).
• Work hand-in-hand with Marketing to build and execute B2B outreach strategies to drive lead gen.
• Make initial contact with new leads in person, by phone, email, and/or other channels to gauge interest and qualify fit.
• Schedule sales appointments for the Regional Medical Director with qualified prospects.
• Attend sales appointments with Regional Medical Director, as needed.
• This role will have a quarterly and annual quota for qualified appointments set, and, along with the Regional Medical Director, be part of the team responsible for quarterly and annual growth targets.

Lead Follow-Up

• Contact and work leads assigned directly by the Regional Medical Director.
• Set and confirm appointments for those leads in a timely manner.
• Track follow-up activity so no lead goes stale.
• Attend sales meetings (as needed) alongside Regional Medical Director

Sales Administration & Pipeline Hygiene

• Maintain accurate, up-to-date records in Salesforce for all leads, contacts, and opportunities.
• Keep the pipeline clean - correct stages, current activity dates, complete notes.
• Prepare recurring sales activity and pipeline reports as requested.
• Handle other day-to-day administrative tasks that support the Regional Medical Director's sales efforts.

What Success Looks Like

• The Regional Medical Director's calendar stays full of qualified, well-prepared sales appointments.
• Salesforce data is accurate and current enough to report from at any time, without cleanup.
• Leads are contacted promptly and consistently, with nothing falling through the cracks.
• Region reaches annual growth targets.

Qualifications

• 1-3+ years of experience in a sales development, sales support, or administrative role that included outbound contact with prospects or customers.
• Bachelor's degree required.
• Comfortable making outbound calls and emails and handling initial objections or questions.
• Strong organizational skills and follow-through; able to manage multiple leads and tasks without close supervision.
• Experience with Salesforce or a comparable CRM strongly preferred.
• Clear, professional written and verbal communication.
• Healthcare, benefits, or B2B sales exposure strongly preferred, but not required.

Work Arrangement

This role is based in the Madison area and initially works a hybrid schedule: approximately four days per week from an admin workspace at a Madison-area AdvocateMD clinic location, with the remainder worked remotely. Some regional travel within the Madison/Dane County (as well as the WI/IL region) area may be required to support prospecting or events.