Field Outreach Team Lead

Kids First Services•New York, NY

2d•$24 - $24•Hybrid

About The Position

The Field Outreach Team Lead is responsible for overseeing a small team of Field Outreach Representatives, ensuring daily outreach activities are executed effectively and performance goals are met. This role serves as the primary point of contact between the field team and Program Manager, providing real-time support, addressing operational challenges, and ensuring team accountability. The Team Lead is responsible for monitoring field performance, coaching representatives, evaluating territory viability, and communicating trends, challenges, and opportunities to leadership. This individual remains actively involved in outreach efforts while ensuring the team consistently produces quality referrals and community engagement outcomes.

Requirements

2–5 years of experience in community outreach, healthcare outreach, business development, field marketing, sales, customer engagement, or a related field.
Strong leadership, communication, and interpersonal skills.
Ability to problem-solve independently and make sound decisions in a fast-paced environment.
Experience tracking performance metrics and preparing reports.
Comfortable working both in the field and in a leadership capacity.
Proficiency with CRM systems, Google Workspace, Microsoft Office, or similar reporting tools.
Reliable, dependable, and able to manage multiple priorities simultaneously.

Nice To Haves

Previous experience leading, mentoring, or coaching team members preferred.

Responsibilities

Directly supervise and support a team of 3–8 Field Outreach Representatives.
Conduct daily check-ins and field coaching sessions to ensure outreach goals are understood and achieved.
Monitor attendance, productivity, professionalism, and adherence to company standards.
Provide ongoing feedback, coaching, and performance improvement support.
Assist with onboarding and training of new outreach representatives.
Ensure all team members are meeting daily activity and performance expectations.
Ensure representatives are actively conducting outreach activities, attending events, and engaging referral sources.
Verify outreach activities are accurately documented in CRM and reporting systems.
Monitor referral quality and outreach effectiveness across assigned territories.
Troubleshoot operational issues and remove barriers impacting field performance.
Provide real-time decision-making and problem-solving support while representatives are in the field.
Serve as the liaison between the field team and Program Manager.
Communicate staffing concerns, operational challenges, market feedback, and performance trends.
Escalate urgent issues, compliance concerns, or partnership challenges when necessary.
Provide recommendations for process improvements and resource allocation.
Assess outreach locations and territories to determine viability and potential for referral generation.
Evaluate event performance, community engagement levels, and referral conversion trends.
Identify high-performing and underperforming territories.
Recommend expansion, reduction, or reassignment of outreach efforts based on data and field observations.
Develop strategies to improve results in challenged markets.
Collect and review daily outreach metrics from all team members.
Analyze team performance against established goals.
Prepare and submit end-of-day reports to the Program Manager.
Track and report on: Outreach visits completed, Community events attended, New referral sources established, Qualified referrals generated, Conversion rates, Territory productivity, Team attendance and activity levels, Pipeline growth and opportunities.
Build and maintain relationships with healthcare providers, schools, community organizations, shelters, and referral partners.
Support representatives during key meetings, presentations, and community events.
Represent the organization professionally within assigned communities.
Assist in developing new partnership opportunities that drive referral growth.