Field Service Representative (Charlotte, NC)

About the role

The Field Service Representative (FSR) is a frontline, relationship-driven role responsible for expanding the referral footprint by building trusted partnerships with primary care providers, pediatricians, OB/GYNs, internal medicine practices, and key community stakeholders. This role is not transactional sales. It is a consultative, educational field position focused on helping referring practices understand when and how to refer, simplifying referral workflows, and driving consistent, qualified patient referrals into clinics.

Responsibilities

• Build and sustain strong referral relationships with PCPs, pediatricians, OB/GYNs, internal medicine practices, and practice managers
• Educate physicians and office staff on when to refer, the care model, and referral pathways
• Serve as the primary field liaison representing clinical value, access model, and outcomes
• Own and manage a defined territory using an A/B/C account strategy
• Execute a disciplined call cadence with clear visit objectives
• Conduct pre-call planning and practice profiling (decision-makers, referral workflows, insurance mix)
• Navigate gatekeepers and secure meaningful access to decision-makers
• Simplify referral processes and reduce friction in scheduling and communication
• Introduce referral tools and materials that enable seamless patient handoffs
• Partner with intake, operations, and clinic teams to ensure a smooth referral-to-appointment experience
• Accurately document field activity, referrals, and follow-ups in CRM
• Track referral to appointment to treatment start conversion
• Use data and insights to prioritize accounts and improve performance
• Conduct in-office education sessions, staff meetings, and lunch-and-learns
• Represent the organization professionally at local events and community touchpoints as appropriate

Qualifications

• 3+ years of experience in healthcare sales, medical referral development, or field-based B2B roles
• Proven ability to build relationships and influence clinical and non-clinical stakeholders
• Strong communication, organization, and follow-through skills
• Comfort working independently in a field-based role with performance accountability
• Resilience and persistence—comfortable hearing “no” and navigating access barriers
• Experience in behavioral health, mental health, CNS, home health, hospice, or specialty care (preferred)
• Prior pharmaceutical, device, or healthcare services sales experience (preferred)
• Familiarity with CRM systems and territory-based sales models (preferred)

Skills

• Effective communication and interpersonal skills
• Ability to navigate complex referral and access processes
• Proficiency in CRM systems
• Strong organizational and time management skills
• Ability to work independently and meet performance goals

Benefits

Compensation: $65,000 - $70,000 Base Salary + Commission based on activity and referrals

Pay

$65,000 - $70,000 Base Salary + Commission based on activity and referrals

Schedule

Full-time, remote position with flexible hours to accommodate fieldwork