Field Service Representative (Charlotte)

Geode Health is a rapidly growing, national provider of outpatient mental health services. Our Mission is to “Transform mental health by making it more accessible, affordable and effective”.

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.

The FSR is accountable for referral growth, conversion, and repeat referral behavior within their assigned territory.

This role supports referral development, patient access, and clinic operations in alignment with Geode Health’s mission to transform mental healthcare by making it more accessible, affordable, and effective.

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)

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
• Complete all other relevant responsibilities as assigned by the supervisor

Values & Professional Expectations

The Field Service Representative is expected to demonstrate Geode Health’s values through daily work behaviors and interactions, including:

• Accountability: Taking ownership of territory management, referral relationships, performance outcomes, and follow-through on commitments
• Integrity: Representing services, referral pathways, and access expectations accurately while maintaining confidentiality and compliance
• One Team: Working collaboratively with intake, clinic, operations, and field colleagues to support consistent patient access and referral coordination
• Balance: Managing field responsibilities responsibly and communicating workload needs appropriately to support sustainable performance
• Continuous Improvement: Using data, feedback, and coaching to refine outreach strategy and improve referral quality and conversion
• Servant Leadership: Supporting referring partners, clinic teams, and patients with professionalism, respect, and a service-oriented mindset

Education and Experience Requirements

• Bachelor’s degree or equivalent professional experience
• Minimum of 3 years of relevant healthcare field or referral development experience

Required Licensure / Certifications

• None required