Hybrid Field Sales & Ops Coordinator — Lead Gen

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

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.