What are the responsibilities and job description for the Operations Specialist position at Mediconnect LLC?
Strategic Partnership Operations Specialist
MediConnect | CommunityConnect Division
Reports To: Director of Strategic Partnerships
Position Summary
The Strategic Partnership Operations Specialist supports MediConnect's partnership growth efforts by converting inbound and partner-generated leads into scheduled appointments while maintaining accurate CRM data and supporting events.
This role combines appointment setting, lead management, CRM administration, reporting, and event coordination. The ideal candidate is organized, proactive, comfortable with phone outreach, and motivated by measurable results.
Key Responsibilities
Lead Conversion & Appointment Setting
- Respond to inbound inquiries and follow up on partner-generated leads
- Conduct outbound calls to schedule appointments for advisors
- Confirm appointments and maintain consistent follow-up
- Help improve contact rates, appointment volume, and show rates
CRM & Pipeline Management
- Maintain accurate records in Insightly CRM
- Track lead activity, appointments, and outcomes
- Monitor pipeline progress and identify stalled opportunities
- Ensure timely and consistent lead follow-up
Event Support
- Assist with seminars, educational events, and community outreach initiatives
- Support event preparation, attendee tracking, and follow-up
- Attend events as needed to help generate appointments and collect prospect information
Reporting & Performance
- Track key metrics including calls, appointments, attendance, and conversions
- Identify trends and opportunities for process improvement
- Provide insights to support operational efficiency and lead conversion
Qualifications
- Strong communication and phone skills
- Excellent organization and attention to detail
- Experience with CRM systems (Insightly preferred)
- Ability to manage multiple priorities and follow through consistently
- Self-starter with strong problem-solving skills
- Willingness to attend occasional evening events
Preferred Experience
- Appointment setting, customer service, inside sales, or lead follow-up
- Event coordination or community outreach
- Medicare, healthcare, insurance, or senior services experience preferred
Success in This Role
Within the first 90 days, this individual will:
- Consistently respond to and follow up on leads
- Maintain accurate CRM records
- Generate steady appointment volume
- Support successful events and post-event outreach
- Contribute to improved lead conversion and operational efficiency
Why This Role Matters
This position serves as the bridge between partnership development and revenue generation. By ensuring timely follow-up, strong lead management, and organized event support, this role directly impacts growth, partner satisfaction, and client experience.
Salary : $45,000