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Sales Strategist

Sales Strategist

The Villages HealthThe Villages, FL, US
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About The Villages Health The Villages Health is a patient-centered primary care driven, multi-specialty medical group with over 800 team members.

Our unique care model gives us both the time and resources to truly care for our patients, along with a company culture that supports a healthy work-life balance for our team members.

Our purpose, mission and vision is to empower Villagers and the surrounding communities to live out their dreams by keeping them healthy and healing them quickly.

Together, we are changing the way healthcare is delivered and are making a positive difference in the lives of our patients and the communities we serve.

In doing so, The Villages Health is creating America’s Healthiest Hometown.

Our Full-time Benefits Medical, Dental & Vision Insurance | Matching HSA & 401k | PTO & Paid Holidays | The Villages Charter School Eligibility | & much more!

Hiring Event Please bring your resume and join us :

  • Friday, October 17 th from 9 : 30 AM to 1 : 30 PM at The Villages Health Administrative Office (6503 Powell Road, The Villages, FL 32163) – RSVP’s are encouraged through Eventbrite at https : / / bit.ly / 45idgbK Responsibilities : At The Villages Health, we are redefining healthcare through a patient-first, preventive care model.
  • As a Sales Strategist, you'll have the opportunity to drive measurable growth, optimize our marketing and CRM efforts, and help expand access to exceptional healthcare in one of the fastest-growing communities in the nation.
  • If you're strategic, data-driven, and passionate about making a meaningful impact, we’d love to have you on our team.
  • The Sales Strategist plays a vital hybrid role supporting both the Sales and Marketing teams by optimizing CRM processes, managing lead flow, delivering actionable insights, and contributing to data-driven growth strategies.
  • This role serves as a critical link between CRM data, marketing campaigns, and sales performance, helping analyze patient acquisition, retention, and brand awareness.
  • This position combines hands-on Salesforce CRM execution, strategic sales planning, lead management, and marketing analytics, along with cross-functional collaboration to enhance patient engagement, community outreach impact, ROI and internal workflows.

Essential Duties and Responsibilities :

  • Duties and Responsibilities may include, but are not limited to : Supporting sales outreach by following up with leads, creating reports, tracking ROI, and maintaining oversight of the sales and marketing budget.
  • Collaborating with marketing and outreach teams to execute and track campaigns, events, and initiatives using Salesforce CRM.
  • Analyzing lead data and campaign performance provide actionable insights that support more effective sales and marketing strategies.
  • Maintaining and optimizing CRM workflows, dashboards, and reports to ensure accurate tracking of referrals, tours, conversions, and campaign ROI.
  • Providing training and ongoing support for CRM users while serving as a liaison between Sales, Marketing, and CRM teams.
  • Assisting with marketing performance metrics, including SEO reporting and leveraging Google Analytics to support data-driven strategies and assess campaign effectiveness.
  • Supporting strategic planning initiatives through market analysis, competitor research, forecasting, and sales performance evaluation.
  • CRM & Data Management Ensure accurate tracking of all leads, referrals, and patient interactions in Salesforce CRM.
  • Build and maintain dynamic dashboards and reporting tools for Sales and Marketing leadership.
  • Monitor lead pipeline performance and regularly reports on conversion trends, campaign effectiveness, and ROI.
  • Collaborate with CRM and IT teams to implement system enhancements and maintain data accuracy.
  • Provide training and troubleshooting support to internal users to improve CRM utilization.
  • Sales & Community Outreach Support Maintain an in-depth understanding of The Villages Health care model and effectively communicate its value through reports, dashboards, and presentations to stakeholders.
  • Marketing Analytics & Strategy Monitor and report on SEO performance and Google Analytics metrics to evaluate digital campaign success and guide future strategies.
  • Analyze sales and marketing data to identify trends, growth opportunities, and areas for improvement.
  • Assist leadership in refining sales strategies that drive patient growth, retention, and improved market positioning.
  • Identify ROI models for marketing events, community outreach, and advertising campaigns.
  • Contribute to cross-functional planning with the Marketing, Community Outreach, and CRM teams.

    • Education / Experience Requirements :

  • Bachelor’s degree in marketing, Business, Healthcare Administration, or a related field. 3+ years of experience in sales strategy, CRM management, or marketing analytics role.
  • Healthcare industry experience preferred; knowledge of Medicare and Medicare Advantage is a plus.
  • Strong working knowledge of Salesforce CRM (workflows, reporting, dashboards).
  • Proficiency in Google Analytics, SEO tools, and interpreting digital marketing performance.
  • Proven ability to translate data into strategy and influence decision-making.
  • Strong communication and interpersonal skills, including the ability to present data and insights clearly.
  • Highly analytical with experience in modeling ROI, building forecasts, and interpreting campaign results.
  • Proficient in Microsoft Office Suite, especially Excel; familiarity with data visualization tools is a plus.
  • Excellent time management and organizational skills.
  • Ability to work independently and collaboratively in a fast-paced, hybrid environment.
  • Commitment to patient confidentiality and adherence to HIPAA regulations.
  • Comfort working cross-functionally with Sales, Marketing, IT, and Operations teams.
  • Salesforce CRM proficiency and understanding of healthcare marketing strategies.
  • Salary is commensurate with experience.
  • Questions? Contact us at recruitment@thevillageshealth.com    Powered by JazzHR
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