Inizio Engage

Outside Sales

• Provide P1 support to physicians about COVID-19 risk factors, disease progression, and treatment options
• Educate identified targets to ensure customer preparedness on patient identification
• Build working relationships with customers through regular calls and ongoing contact
• Collaborate with customer-facing colleagues to align goals and coordinate efforts across channels and field deployments
• Understand the customer and market landscape within assigned geographies
• Assess the business, prioritize opportunities, and develop and implement local action plans to maximize sales impact
• Engage healthcare professionals by answering questions about drug interactions, supply, high-risk patients, and treatment eligibility
• Maintain expert understanding of the product, patient education, consumer education, disease state, market dynamics, quality programs, health information technology, and care trends
• Use only approved promotional materials and support resources
• Implement the strategic call plan to exceed goals for assigned geographies
• Analyze customer interactions and available data to tailor sales approaches for target offices
• Collaborate with colleagues to prioritize local and cross-channel opportunities and develop account strategies
• Guide the retail pharmacy customer interface at the local level
• Use pre-call planning, presentations, productive questions, issue identification, and call summaries
• Customize sales messages to customer needs
• Complete call reporting and inventory recording
• Maintain supplies, equipment, and records
• Prepare for and participate in required sales conferences and training classes
• Complete required compliance training within client-set timelines

Pharmaceutical Field Sales Representative

• Provide P1 support to physicians about COVID-19 risk factors, disease progression, and treatment options
• Educate identified targets on patient identification and preparedness
• Build working relationships with customers through regular calls and ongoing contact
• Collaborate with customer-facing colleagues to align goals and coordinate efforts across channels and field deployments
• Understand the customer and market landscape within assigned geographies
• Prioritize opportunities and develop and implement local plans of action to maximize sales impact
• Engage healthcare professionals, answer questions, and provide information on drug interactions, supply, and treatment eligibility
• Maintain expert knowledge of the product, patient and consumer education, disease state, market dynamics, quality programs, health information technology, and care trends
• Use only approved promotional materials and support resources
• Implement strategic call plans to exceed goals for assigned geographies
• Analyze customer interactions and available data to tailor sales approaches
• Collaborate on strategies for targeted accounts
• Guide the retail pharmacy customer interface at the local level
• Conduct pre-call planning, presentations, productive questioning, issue identification, and call summaries
• Customize sales messages to customer needs
• Complete call reporting and inventory recording
• Complete study and certification activities and maintain supplies, equipment, and records
• Participate in required sales conferences and training classes
• Complete required compliance training within client timelines

Account Manager

• Promote Relexxii and additional ADHD products within a defined territory
• Call on Pediatrics, Psychiatry, and Primary Care providers
• Deliver clinically relevant product education and value-based messaging
• Develop and execute a strategic territory business plan
• Build strong, long-term relationships with HCPs and office staff
• Utilize data, insights, and reporting tools to drive performance
• Navigate and support prior authorizations (PA) and pharmacy pull-through processes
• Consistently meet or exceed sales targets while operating within compliance guidelines

Specialty Territory Manager

Call Center Representative

• Supervise call center staff and manage their performance
• Provide day-to-day supervision of communicators
• Implement and communicate performance standards
• Coach team members and support direct-report development
• Conduct performance evaluations
• Interview and train new hires
• Address performance issues, disciplinary actions, and terminations
• Monitor staffing levels
• Coordinate and deliver program trainings
• Implement teamwork and employee-engagement initiatives
• Supervise call floor operations
• Deliver service meeting or exceeding client KPIs and maintain service levels
• Ensure quality and compliance with policies and standard operating procedures
• Manage call center operations fiscally responsibly
• Collaborate with internal teams on continuous quality improvement and client solutions
• Monitor inbound and outbound calls for script adherence, call integrity, adverse-event compliance, HIPAA compliance, and phone technique
• Develop contingency plans and handle calls as backup during staff shortages
• Analyze call metrics, productivity reports, and database metrics; share analysis and recommendations with leadership
• Oversee alternate-channel requests, including email, voicemail, and white mail
• Assist with program modifications, special call programs, and new client programs
• Assist in developing quality-improvement programs
• Develop contact center policies and procedures
• Safeguard patient privacy and confidentiality under HIPAA

RN, Call Center Supervisor

Patient Coordinator

• Serve as a patient advocate on behalf of the patient to coordinate access to medicines for timely treatment initiation
• Understand a patient’s support needs and interaction preferences
• Provide support to patients and HCPs throughout the prior authorization and appeals processes
• Educate providers and patients on relevant payer policies
• Maintain accurate information in the designated computer system

Virtual Patient Access Coordinator

Nurse

• Coordinate with healthcare providers, specialty pharmacies, and payers to ensure patients gain access to their prescribed medication, understand cost support options, understand educational materials, and receive personalized support throughout their treatment journey
• Serve as the primary point of contact for patients and caregivers who have been prescribed medication to provide personalized support on their treatment journey
• Serve as a point of contact for HCPs for support for enrollments into patient support programs
• Guide patients and/or caregivers through the post-prescription process including enrollment into support programs, benefits verification, prior authorization, financial assistance, and therapy initiation
• Provide education on program offerings, insurance process, disease state and treatment using approved materials
• Manage assigned patient cases from referral through therapy initiation, ensuring timely, accurate, and compliant case progression
• Conduct benefits investigations to determine insurance coverage, prior authorization requirements, and patient financial responsibility
• Manage the prior authorization and appeals process, including obtaining plan-specific criteria and requirements, initiating, submitting, and tracking requests, and following up with plans, patients, and HCPs as needed to ensure timely outcomes
• Proactively identify and address barriers to therapy, including financial, clinical, and adherence challenges
• Support medication adherence and ongoing patient engagement through a series of touchpoints
• Coordinate with providers, pharmacies, and internal teams to ensure seamless care
• Document all patient interactions and outcomes in compliance with program requirements
• Monitor case progress and escalate complex reimbursement issues as needed
• Participate in quality initiatives, audits, and continuous improvement efforts
• Ensure compliance with all regulatory and privacy requirements

Nurse Navigator

Bilingual

• Coordinate with healthcare providers, specialty pharmacies, and payers to ensure patients gain access to prescribed medication
• Serve as the primary point of contact for patients and caregivers
• Guide patients and/or caregivers through the post-prescription process
• Provide education on program offerings, insurance process, disease state, and treatment
• Manage assigned patient cases from referral through therapy initiation
• Conduct benefits investigations
• Manage the prior authorization and appeals process
• Proactively identify and address barriers to therapy
• Support medication adherence and ongoing patient engagement
• Document all patient interactions and outcomes

Bilingual Nurse Navigator

Pharmacist

• Serve as the primary point of contact for assigned Specialty Pharmacies.
• Build and maintain strong, collaborative relationships with SP partners to optimize patient experience and program performance.
• Monitor and analyze SP performance metrics, including; Time to therapy, Benefits investigation turnaround, prior authorization approval rates, prescription conversion rates.
• Ensure SP adherence to program requirements, including turnaround times, documentation standards, and patient outcomes.
• Track patient progress within the Specialty Pharmacy Network, ensuring reconciliation.
• Resolve escalated patient access, benefits and fulfillment issues in collaboration with SP partners.
• Partner with FRMs to address provider and patient access barriers; serve as an escalation point for case issues.
• Provide FRMs with insights on SP processes, payer dynamics, and access trends.
• Partner with FRMs to identify trends in access challenges and develop coordinated solutions across territories.
• Ensure data integrity and alignment between HUB systems and SP reporting.
• Collaborate with HUB teams (case management, BI, PA, patient support) to ensure efficient case progression.
• Communicate program updates, SP changes, and process enhancements to HUB teams.
• Support training and continuous education for HUB teams on SP specific requirements and workflows.

Specialty Pharmacy Liaison

Manager

• Manage assigned patient cases from referral through therapy initiation, ensuring timely, accurate, and compliant case progression
• Conduct benefits investigations electronically or by calling the insurance company to determine coverage information, prior authorization requirements, and patient financial responsibility
• Manage the prior authorization and appeals process, including obtaining plan-specific criteria and requirements, initiating, submitting, and tracking requests, and following up with plans, patients, and HCPs as needed to ensure timely outcomes
• Identify and facilitate patient enrollment in financial assistance programs, including copay and patient assistance programs
• Support communications with patients, healthcare providers, payers, and specialty pharmacies as needed
• Provide education on insurance coverage, access pathways, and next steps in the treatment journey when needed
• Collaborate with internal teams and external partners to ensure timely therapy initiation and adherence to service level agreements
• Document all case activity accurately within HUB systems in compliance with SOPs and regulatory requirements
• Monitor case progress and escalate complex reimbursement issues as needed
• Response to incoming calls from patients/caregivers and prescriber’s offices and addressing or routing calls as needed
• Support leadership with tracking and resolving escalations
• Support quality initiatives, audits, and continuous process improvement efforts
• Ensure compliance with HIPAA, privacy, and regulatory standards at all times

Case Manager

Account Executive

• Demonstrate deep marketplace, therapeutic, product and disease expertise based on a thorough understanding of scientific principles and clinical data
• Understand and apply knowledge of the healthcare industry, market trends, regulations, and the neurology market access environment
• Build and maintain strong professional relationships with physicians, HCPs, office staff, and other key stakeholders
• Develop and execute territory business plans based on strategic analysis of market conditions
• Collaborate effectively with cross-functional teams to align on goals and deliver results
• Ask strategic, insightful questions to uncover customer needs and tailor solutions that improve the lives of patients

Patient Navigator

• Coordinate with patients, healthcare providers, specialty pharmacies, and other stakeholders to ensure pre-and-post-training inquiries are addressed
• Provide multi-channel inbound and outbound, non-promotional, educational disease state and diabetes device support to patients, caregivers and their healthcare professionals while adhering to program talking points and resources
• Provide training support for diabetes medical device such as expectations for device set up, operation, troubleshooting, proper use techniques
• Present educational content in accordance with client-specific procedures, standards and compliance requirements
• Utilize approved scripts, educational materials and client approved program resources to ensure accurate and consistent messaging
• Maintain high-quality customer interactions and superior service standards during all engagements
• Attend and complete all training courses and related competency assessments that Inizio Engage requires, to an appropriate standard and within a specified timeframe
• Develop and strengthen relationships with key customers
• Facilitate the development and provision of services across multiple healthcare sectors, as determined by the Modular Medical or Inizio Engage
• Complete all required administrative responsibilities in a timely manner

Diabetes Virtual Patient Navigator

Clinical Nurse Educator

• Provide education through in-services (account calls) to HCPs and HCP staff on product specific information
• Present educational programs to Healthcare Professionals in accordance with the needs of each office
• Engage in program related communications with client’s field-based sales force
• Communicate to the Manager any concerns identified during the in-service education process
• Accurate and timely reporting of all visits
• Report on interactions with HCPs and HCP staff
• Complete all required administrative responsibilities in a timely manner
• Coordinate and schedule travel to oncology offices
• Develop and strengthen relationships with key customers
• Attend and complete all training courses and related competency assessments
• Attend local and national meetings and/or conferences as required
• Maintain all company equipment and materials accordingly
• Comply with all Inizio Policies and Procedures and Client Policies and Procedures
• Maintain professional registration and/or licensing as required by applicable state laws
• Possess a full valid US driver’s license at all times

• Develop and execute strategic and tactical account plans for assigned hospitals, health systems, integrated delivery networks (IDNs), outpatient infusion centers, and large outpatient pharmacy accounts
• Build and maintain strong relationships with physicians, pharmacy leaders, hospital administrators, purchasing teams, specialty distributors, and key healthcare decision-makers
• Conduct compliant clinical and business discussions to educate customers on disease states, product benefits, and appropriate product utilization
• Navigate complex healthcare organizations to understand account structures, decision-making processes, customer needs, and treatment pathways
• Identify new business opportunities while expanding relationships within existing accounts to support territory growth
• Analyze territory performance, customer insights, market trends, and competitive activity to develop and adjust territory strategies
• Maintain accurate CRM documentation, account plans, forecasts, customer interactions, and territory records
• Collaborate with Sales Leadership, Medical Affairs, Market Access, Marketing, National Accounts, and other cross-functional partners to deliver coordinated customer solutions
• Attend local, regional, and national meetings, product training, and industry conferences
• Manage the assigned territory with a high degree of professionalism, compliance, and accountability while consistently delivering an exceptional customer experience

Territory Sales Representative

Project Manager

• Assist with client-specific QA initiatives including training, monitoring quality review including analysis of aggregate quality/performance data, maintenance of SOPs as well as creation/updates to training materials based on quality reviews, etc.
• Assist with project specific or company-wide QA work such as management of employee training documentation audit preparation, document review/ editing and filing.
• Responsible for identifying training needs, developing procedures and training Inizio staff and management, including ongoing refresher training and project specific training.
• Work with Project team, Client Account Management Team and Quality Assurance departments to develop and enhance client trainings resulting in improved customer satisfaction, quality of service and compliance with Inizio and Client standards of excellence.
• Define and document training plans, schedules and requirements.
• Design, develop and revise training and instructional materials for classroom use, ad- hoc and/or self-administered training.
• Provide ongoing and refresher training for project team.
• Make recommendations on the best methodology and implementation methods for training programs.
• Formulate teaching outline and determine instructional methods such as individual training, group instruction, lectures, demonstrations, conferences, meetings and workshops.
• Test trainees to measure progress and to evaluate effectiveness of training.
• Review and interpret documents such as Client program procedure manuals and training modules.
• Interpret and translate to staff instructions furnished in written, oral, diagram, or schedule form.
• Perform monitoring of services for assigned project and/or Quality Assurance Department.
• Provide constructive coaching feedback to staff with goal of improving overall customer experience.
• Coordinate quality review calibration sessions with Client Account Management Team, Project team and Client, if applicable.
• Compile QA data and prepare reports as necessary; analyze results and make recommendations including revisions to procedural documents and training documents as applicable.
• Assist with annual review and ongoing updates for Client Standard Operating Procedure (SOP).
• Assist with internal and external client audits as dictated in the Inizio Quality Management Plan.
• Assist with any/all quality activities and reporting as requested by the Client, Business Unit Director, Senior Vice President, Operational Excellence & Quality Assurance and/or the Manager, Quality Monitoring.
• Perform project training certifications and complete appropriate documentation.
• Manage QMS training records.
• File training materials in an organized manner for efficient access by staff.
• Perform general clerical duties.

Project Training Manager – Quality

• Develop and execute strategic and tactical account plans for assigned hospitals, health systems, integrated delivery networks (IDNs), outpatient infusion centers, and large outpatient pharmacy accounts.
• Build and maintain strong relationships with physicians, pharmacy leaders, hospital administrators, purchasing teams, specialty distributors, and key healthcare decision-makers.
• Conduct compliant clinical and business discussions to educate customers on disease states, product benefits, and appropriate product utilization.
• Navigate complex healthcare organizations to understand account structures, decision-making processes, customer needs, and treatment pathways.
• Identify new business opportunities while expanding relationships within existing accounts to support territory growth.
• Analyze territory performance, customer insights, market trends, and competitive activity to develop and adjust territory strategies.
• Maintain accurate CRM documentation, account plans, forecasts, customer interactions, and territory records.
• Collaborate with Sales Leadership, Medical Affairs, Market Access, Marketing, National Accounts, and other cross-functional partners to deliver coordinated customer solutions.
• Attend local, regional, and national meetings, product training, and industry conferences.
• Manage the assigned territory with a high degree of professionalism, compliance, and accountability while consistently delivering an exceptional customer experience.