Sales Operations Specialist

MDVIP LLC; Boca Raton (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

MDVIP LLC is seeking a detail-oriented Sales Operations Specialist to support the Sales Operations team in Boca Raton. You will manage collateral, inventory, CRM data, and physician-recruitment activities, while delivering reporting to guide leadership decisions.

The role requires strong organizational skills, cross-functional collaboration, and a proactive approach to processes and data accuracy in a fast-paced healthcare environment.

Qualifications

• Bachelor's degree in business or related field; 2+ years of related experience.
• Proficient in Microsoft Outlook, Word, Excel; advanced features like pivot tables and data validation.
• Strong written and verbal communication skills.
• Experience with CRM databases (Salesforce preferred).
• Able to manage multiple projects concurrently and collaborate across teams.

Responsibilities

• Collaborate with field sales to identify target markets and support physician recruitment.
• Manage marketing collateral and inventory; coordinate with print vendors and fulfillment partners.
• Build invitee and attendee lists for physician recruitment events; track attendance.
• Own intranet content library; ensure access to current resources for sales reps.
• Manage referral processing and maintain competitive intelligence documentation.
• Maintain CRM data integrity across accounts, territories, and physician records.
• Prepare and distribute sales reports, dashboards, and forecasts.
• Coordinate physician mailings and direct-mail campaigns; support recruitment events.

Skills

Organizational skills

Communication

Analytical mindset

Attention to detail

Problem solving

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office (Outlook, Word, Excel)

Job description

Description

MDVIP: Transforming Primary Care, One Patient at a Time

MDVIP is a national leader in personalized healthcare, empowering over 425,000 members to achieve their health and wellness goals through a network of more than 1,400 concierge primary care physicians. Our program emphasizes preventive medicine, offering comprehensive screenings, advanced diagnostics, and individualized wellness plans. Recognized as a Great Place to Work® since 2018, MDVIP is committed to excellence in patient care and employee satisfaction.

Position Summary

MDVIP is seeking a detail-oriented and highly organized Sales Operations Specialist to join our growing Sales Operations team. In this role, you will provide critical operational, administrative, and analytical support to the sales organization — managing collateral and inventory, supporting physician recruitment events, maintaining CRM and referral data, and delivering the reporting that helps sales leadership make informed decisions.

This role blends process management, data accuracy, and field collaboration to keep MDVIP’s sales organization running efficiently. The ideal candidate is proactive, resourceful, and comfortable making business decisions and managing multiple priorities in a fast-paced environment, with a strong service mindset toward internal sales partners. You will collaborate cross-functionally with marketing, physician services, data operations, and the survey team to ensure smooth day-to-day operations.

Key Responsibilities

• Collaborate with the field sales team assisting them in identifying key target markets, qualifying prospective physicians, and providing support for various recruitment strategies.
• Manage marketing collateral and inventory, serving as liaison with print vendors and fulfillment partners to maintain adequate stock, reorder materials, and audit inventory accuracy.
• Build and maintain invitee and attendee lists for physician recruitment events, researching practice eligibility and tracking registration through to event attendance.
• Own the company intranet content library, ensuring sales representatives have access to current, approved resources and materials.
• Manage referral processing, including affiliate referral intake and resolution reporting.
• Maintain competitive intelligence documentation to support sales strategy and positioning.
• Manage corporate expenses, including processing corporate credit card transactions and related documentation.
• Maintain the sales CRM and related tools, ensuring data integrity across physician, account, and territory records.
• Compile, analyze, and distribute sales reports, dashboards, and forecasts to support data-driven decision-making.
• Coordinate physician mailings and direct-mail campaigns, and support the planning and execution of recruitment events, including traveling to and serving in the department’s weekend event lead rotation (approximately four times per year).
• Identify and implement process improvements across sales operations workflows and provide day-to-day operational and administrative support to sales representatives and cross-functional partners.

Key Competencies

• Strong organizational and time-management skills, with the ability to manage multiple priorities and tight
• deadlines.
• Excellent written and verbal communication skills, with a collaborative, team-oriented approach.
• Analytical mindset, with the ability to synthesize data into clear, actionable insights.
• High personal accountability and attention to detail, with strong follow-through.
• Proactive problem-solver, comfortable troubleshooting issues and identifying process improvements.

Requirements

Required Qualifications:

• Bachelor’s degree from a four-year college or university and at least 2 years of related business experience (inside sales support, administrative, marketing, or research); equivalent combination of education and experience considered.
• Excellent knowledge of Microsoft Outlook, Word, and Excel, including advanced features such as filters, custom sorting, data validation, and pivot tables.
• Strong verbal and written communication skills.
• Prior experience working with a CRM database (Salesforce preferred).
• Ability to manage multiple projects simultaneously and adapt to shifting priorities under tight timelines.
• Demonstrated ability to work collaboratively across teams and all levels of the organization.

Preferred Qualifications:

• Prior healthcare industry experience.
• Prior MDVIP experience (may be substituted for the general experience requirement).
• Experience with expense management systems (e.g., Coupa) and vendor or print fulfillment coordination.
• Familiarity with event planning or logistics support.

Why Join MDVIP?

• Be part of a mission-driven organization leading innovation in personalized healthcare.
• Drive transformation and growth in a dynamic, fast-paced environment.
• Competitive compensation: attractive base salary complemented by performance-based incentives for eligible roles.
• Comprehensive benefits: health, dental, vision insurance, and retirement plans.
• Professional development: access to ongoing training and leadership development programs.
• Positive work environment: consistently recognized as a Great Place to Work®, fostering a culture of collaboration and excellence.

MDVIP is an Equal Opportunity Employer

and is committed to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status. We believe that diversity and inclusion drive innovation and strengthen our company culture.

If you require accommodation during the application or interview process, please let us know, and we will be happy to assist.

Pay Transparency: Our compensation reflects the cost of labor across appropriate US geographic markets. Pay is based on several factors including but not limited to market location and may vary depending on job-related knowledge, skills, and training and a candidate's work experience. Hired applicants are offered annual incentive compensation programs, subject to applicable eligibility requirements. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance. The company offers the following benefits for this position, subject to applicable eligibility requirements. Medical/prescription drug coverage, Dental coverage, Vision coverage, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Basic and Supplemental Life Insurance & Accidental Death and Dismemberment, Disability Income Protection Plan, Employee Assistance Program, 401(k) retirement program, Vacation, Paid Holidays and Personal time, Paid Sick and Family and Medical Leave time as required by law.