Field Outreach Team Lead

Key Responsibilities

• Team Leadership & Performance Management
• Directly supervise and support a team of 3–8 Field Outreach Representatives.
• Conduct daily check-ins and field coaching sessions to ensure outreach goals are understood and achieved.
• Maintain attendance, productivity, professionalism, and adherence to company standards.
• Provide ongoing feedback, coaching, and performance improvement support.
• Aid in onboarding and training of new outreach representatives.
• Ensure all team members meet daily activity and performance expectations.
• Field Operations Oversight
• Ensure representatives conduct outreach activities, attend events, and engage referral sources.
• Verify outreach activities are accurately documented in CRM and reporting systems.
• Evaluate referral quality and outreach effectiveness across assigned territories.
• Troubleshoot operational issues and remove barriers impacting field performance.
• Provide real-time decision-making and problem-solving support while representatives are in the field.
• Program Communication & Escalation
• Serve as the liaison between the field team and Program Manager.
• Communicate staffing concerns, operational challenges, market feedback, and performance trends.
• Escalate urgent issues, compliance concerns, or partnership challenges when necessary.
• Provide recommendations for process improvements and resource allocation.
• Territory Analysis & Market Evaluation
• Assess outreach locations and territories to determine viability and potential for referral generation.
• Evaluate event performance, community engagement levels, and referral conversion trends.
• Identify high-performing and underperforming territories.
• Recommend expansion, reduction, or reassignment of outreach efforts based on data and field observations.
• Develop strategies to improve results in challenged markets.
• KPI Tracking & Reporting
• Collect and review daily outreach metrics from all team members.
• Analyze team performance against established goals.
• Prepare and submit end-of-day reports to the Program Manager.
• Track and report on:
• - Outreach visits completed
• - Community events attended
• - New referral sources established
• - Qualified referrals generated
• - Conversion rates
• - Territory productivity
• - Team attendance and activity levels
• - Pipeline growth and opportunities
• Community Engagement
• Build and maintain relationships with healthcare providers, schools, community organizations, shelters, and referral partners.
• Support representatives during key meetings, presentations, and community events.
• Represent the organization professionally within assigned communities.
• Assist in developing new partnership opportunities that drive referral growth.

Qualifications

• 2–5 years of experience in community outreach, healthcare outreach, business development, field marketing, sales, customer engagement, or a related field.
• Previous experience leading, mentoring, or coaching team members preferred.
• Strong leadership, communication, and interpersonal skills.
• Ability to problem-solve independently and make sound decisions in a fast-paced environment.
• Experience tracking performance metrics and preparing reports.
• Comfortable working both in the field and in a leadership capacity.
• Proficiency with CRM systems, Google Workspace, Microsoft Office, or similar reporting tools.
• Reliable, dependable, and able to manage multiple priorities simultaneously.

Performance Expectations

• Ensure team members consistently achieve outreach and referral goals.
• Maintain accountability and productivity across the assigned territory.
• Deliver accurate and timely daily KPI reports.
• Quickly identify and resolve field challenges.
• Improve territory performance through data-driven decision-making.
• Maintain strong community and referral partner relationships.
• Effectively communicate opportunities, concerns, and recommendations to the Program Manager.

Success Metrics

• Team referral volume
• Qualified referral conversion rate
• Outreach activity completion rate
• Community partnerships established
• Territory productivity and growth
• Team KPI attainment percentage
• Daily reporting accuracy and timeliness
• Representative engagement and retention