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S.O.A.R With Sagility
Outbound Sales and Enrollment Coordinator
Location
United States
Posted
153 days ago
Salary
$16 - $17 / hour
Seniority
Junior
Job Description
Outbound Sales and Enrollment Coordinator
Sagility
• Engage members using a consultative approach, uncovering needs and providing tailored solutions that build trust and drive enrollment • Demonstrate exceptional attention to detail when verifying eligibility, collecting data, and updating CRM systems • Conduct outbound calls to individuals who may qualify for healthcare and/or public assistance, following approved scripts and compliance guidelines • Verify eligibility requirements by gathering demographic, household, and income information from members • Educate members on Medicaid benefits, enrollment steps, required documentation, and timelines • Assist with applications by walking members through the process or directing them to appropriate resources • Maintain accurate, timely, and complete records in CRM or eligibility systems to ensure compliance and operational excellence • Identify barriers (such as lack of documents, confusion about requirements, or language needs) and provide solutions or escalate to support teams • Ensure compliance with HIPAA and state/federal regulations during all interactions • Promote a positive member experience by showing empathy, professionalism, and patience, especially when working with vulnerable or underserved populations • Meet performance metrics, including call volume, quality assurance scores, first-call resolution, and enrollment targets • Be receptive to feedback for continuous improvement • Document and report member DNC and program opt-out requests
Job Requirements
- High School Diploma or equivalent
- Minimum 1 year of experience in consultative sales, scheduling, or retention, with a strong focus on objection handling
- Proven ability to confidently initiate high-volume outbound calls and engage individuals
- Proven ability to build rapport quickly and lead persuasive, consultative conversations
- Strong listening skills with the ability to uncover needs and respond with clear, confident solutions
- Comfortable handling objections and guiding conversations toward enrollment or conversion outcomes
- Excellent verbal and written communication skills
- Ability to follow call scripts while maintaining a natural and conversational tone
- Strong attention to detail when collecting, verifying, and documenting information
- Ability to navigate multiple systems and update CRM or data entry platforms efficiently
- Self-motivated with the ability to meet performance metrics in a fast-paced outbound environment
- Ability to work remotely with reliable internet and a distraction-free workspace.
Benefits
- Medical, Dental, and Vision coverage.
- Life Insurance.
- Short-Term and Long-Term Disability options.
- Flexible Spending Account (FSA).
- Employee Assistance Program.
- 401(k) with employer contribution.
- Paid Time Off (PTO).
- Tuition Reimbursement.
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MdvipMDVIP 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.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Member Enrollment Leader is a strategic sales professional who partners with new MDVIP doctors to build their patient panels. “Full build” doctors establish a new practice from scratch, with the exciting opportunity to serve patients who are dissatisfied with traditional, volume-based primary care. The role of the Member Enrollment Leader is to find and convert qualified patients in the local market to join the new MDVIP practice. This role leads approximately 12 transitions per year, including both remote and onsite support of enrollment activities. This role demands strategic acumen, an entrepreneurial spirit, and cross-functional collaboration with physicians, marketing, and field sales teams to analyze local market conditions, tailor messaging, and define targeted outreach. The Leader’s efforts set the tone for patient engagement, panel fill velocity, and overall sales performance. Key Responsibilities - Own the Sales Success Plan - Collaborate with the physician and MDVIP’s marketing team to develop a customized growth plan for each transition that integrates sales and marketing strategies. - Execute the growth plan to exceed membership sales targets. - Align physician messaging, marketing tactics, and sales outreach to drive community engagement. - Track & Adjust Strategy - Monitor growth plan performance and adjust tactics in real time based on funnel performance and feedback. - Remove roadblocks to membership sales and fine-tune messaging and outreach strategy to optimize results. - Lead Field Sales Execution - Drive accountability for growth plan execution and outcomes. - Be ultimately accountable for hitting patient acquisition targets. - Physician Support - Serve as the primary MDVIP contact for full build physicians from contract signing to 6 months post open. - Motivate, support, and partner with physicians to build their professional brand as a new MDVIP doctor in the community. - Energize physicians to participate in community events to build awareness and word of mouth. - Ensure a clean handoff to our Success Management team, enabling long-term practice health. Qualifications - Proven ability to develop and execute customized go-to-market plans in complex service environments. - Strong data fluency — able to analyze patient panel data, define segmentation strategies, and translate into actionable plans. - Expertise in aligning cross-functional teams (marketing, implementation, field sales) around a unified sales strategy. - Comfortable in ambiguity; able to build strategies from scratch, adjust quickly, and guide others through change. - Ability to manage multiple full builds simultaneously, balancing short-term execution with long-term optimization. - Ability to travel up to 50%. Requirements - Bachelor’s Degree or equivalent. - Five (5) years of experience in strategic sales, healthcare marketing, business development, or physician engagement. Preferred Qualifications - MBA or other leadership/business education. - Strong working knowledge of healthcare delivery, value-based care, regulatory environments (HIPAA, CMS programs), and/or payer models. - Healthcare experience, including new physician practice/office formation and/or clinical operations, and working with physicians (ideally in an outpatient setting) ensuring compliance with regulatory requirements. Benefits - 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.
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