Inizio Engage

Account Executive

• Provide P1 support to physicians about COVID-19 risk factors, disease progression, and treatment options
• Educating identified targets to ensure customer preparedness on patient identification as above.
• Build working relationships with customers through regular calls and ongoing contact with customers as defined in the Field Pharmaceutical Sales Contracted Team Statement of Work (SOW).
• Ensure close collaboration with customer-facing colleagues to ensure goals are aligned and efforts are coordinated by channel and across field deployments.
• Understand the customer and market landscape within assigned geographies and assess the business to prioritize opportunities and develop/implement a plan of action designed to maximize sales impact at the local level.
• Operate in a team environment that is based on a culture of high collaboration and that encourages ideas.
• HCP engagement will involve probing, answering questions (e.g., drug to drug interaction management, where to find supply, who is high-risk and eligible for treatment)
• Maintain an expert understanding of the Product, patient education, consumer education, and factors influencing the market environment.
• Understand and use only approved promotional materials to support marketing message.
• Maintain an in-depth knowledge of related disease state and market dynamics, quality programs, health information technology, care trends or other account-specific considerations that allow engagement in meaningful dialogue and adding value when calling on customers.
• Implement the strategic call plan to exceed goals for assigned geographies.
• Exhibit territory knowledge through customer analysis, including analyzing previous customer interactions and available data to maximize effectiveness of each call, and based on that information, tailoring a unique sales approach for each Target office.
• Collaborate with a range of colleagues to prioritize opportunities at a local level, across channels, and develop/implement the strategy for targeted accounts.
• Guide the retail pharmacy customer interface at the local level to further sales efforts.
• Employ interaction techniques, including pre-call planning, opening, presentation focus and productive questions, issue identification and call summary.
• Customize the delivery of sales messages to align with known customer needs.
• Share information on approved support resources.
• Complete all call reporting and inventory recording responsibilities following current procedures (based on scope of SOW).
• Balance needed study and certification time, during off-territory hours, required to learn medical, product and policy information, and to maintain supplies, equipment, and records.
• Prepare for and participate in all required sales conferences and training classes at local or remote locations.
• Complete all required Compliance training within timelines set by client

Pharmaceutical Field Sales Representative

Clinical Educator

• Provide in-bound or outbound non-promotional disease state related educational support to identified customers as directed by the client company
• Conducting outbound medication adherence support to patients and/or caregivers
• Collecting demographic data and disposition for reimbursement services and literature fulfillment
• Maintain excellent quality and superior customer service while adhering to program talking points or call guides
• Leverage live video conferencing software on the web/client specific websites as applicable
• Develop and strengthen relationships with key customers
• Facilitate the development and provision of services across multiple healthcare sectors
• Complete all required administrative responsibilities in a timely manner

Virtual Clinical Educator

• Provide P1 support to physicians about COVID-19 risk factors, disease progression, and treatment options
• Educating identified targets to ensure customer preparedness on patient identification as above
• Build working relationships with customers through regular calls and ongoing contact
• Ensure close collaboration with customer-facing colleagues to ensure goals are aligned
• Understand the customer and market landscape within assigned geographies
• Operate in a team environment that encourages ideas
• Maintain an expert understanding of the Product, patient education, and market influences
• Implement the strategic call plan to exceed goals
• Exhibit territory knowledge through customer analysis
• Collaborate to prioritize opportunities and develop/implement strategy for targeted accounts

Growth Marketing

• Apply strong knowledge of the Engage business and client context to draft initial RFP responses and proposals
• Proactively solicit information from Engage SMEs, where needed, to validate and build out gaps
• Manage the planning and development of proposals
• Actively participate in client-facing fact-finding meetings to capture proposal implications and actions
• Maintain the proposal repository for your dedicated Specialty Area and lead the collection of cost, scheduling, other elements from functional departments
• Support Operations Leads through execution of new program stand-up
• Develop project plan and provide strong project management; proactively plan, execute, and monitor milestones to achieve objectives within scope, time, and budget
• Identify and assign appropriate internal and external stakeholders to complete necessary tasks
• Function as liaison to Operations Leads and client PMO; develop necessary repository of client documents and ensure seamless transition to Solutions Team post-implementation

Growth Enablement Specialist

Business Analyst

• Serve as the primary financial operations resource for Decision Optimization project teams
• Partner with Inizio Finance to support monthly revenue recognition, invoicing, forecasting, accruals, and financial reporting
• Monitor project financial performance including revenue, margin, utilization, and profitability
• Prepare monthly financial reporting packages, including budget-to-actual analyses and variance commentary
• Support annual budgeting, quarterly forecasting, and long-range financial planning activities
• Track purchase orders, client billings, and project reconciliations
• Support accounts receivable tracking and assist with collection activities as needed
• Assist leadership with pricing support for new business opportunities and contract modifications
• Support operational planning activities, including resource forecasting and staffing visibility
• Coordinate with shared services partners to facilitate smooth execution of finance and operational processes
• Analyze financial and operational data to identify trends, risks, and opportunities
• Develop executive-level reporting and presentations for business leadership

Business Operations Analyst

• Drive the successful launch of a new pharmaceutical product by executing strategic sales initiatives
• Implement strategic business plans to meet and exceed all KPIs and goals for the assigned territory
• Build and maintain relationships with healthcare professionals (HCPs) to educate them on product benefits, efficacy, and appropriate usage
• Develop and implement territory business plans to maximize product adoption and market penetration
• Conduct sales presentations, deliver compelling product messaging, and address customer inquiries effectively
• Stay informed on market trends, competitor activities, and industry developments to adapt sales strategies accordingly
• Utilize data-driven insights to identify opportunities, track sales performance, and optimize territory management
• Adhere to regulatory and compliance guidelines while maintaining ethical and professional sales practices
• Participate in training programs, sales meetings, and launch events to stay updated on product knowledge and industry best practices

Pharmaceutical Sales Representative

General

• Support ongoing brand initiatives including transition from retail to specialty pharmacy partners
• Maintain an expert understanding of the Product and market environment
• Collaborate with a range of colleagues to prioritize opportunities at a local level
• Implement the strategic call plan to exceed goals for assigned geographies
• Complete all call reporting responsibilities
• Prepare for and participate in all required field meetings and training

Field Service Representative

Manager

• Manage the day-to-day operations of a designated team of Clinical Educators
• Demonstrate sound decision-making and judgment across operational, compliance, and people leadership responsibilities
• Ensure all program Key Performance Indicators (KPIs) are met or exceeded within assigned region
• Provide ongoing assessment of regional performance utilizing quantitative and qualitative data
• Support operational execution of all contractual program requirements
• Maintain working knowledge of program technologies including CRM systems, dashboards, and reporting tools
• Prepare, review, and validate regional reports, spreadsheets, and communications prior to distribution
• Conduct regular field visits with Clinical Educators, including documented coaching and Field Coaching Reports
• Provide ongoing coaching, performance management, and professional development to direct reports
• Communicate program updates, enhancements, and organizational initiatives clearly and effectively
• Ensure direct reports are equipped with appropriate tools, technology, and resources
• Partner with leadership to support client and internal meetings, offering solutions and insights
• Monitor roster changes including launches, realignments, territory changes, and other operational adjustments
• Support leadership coverage as needed during planned or unplanned absences
• Utilize financial and operational data to guide decision-making and control costs
• Travel within assigned region as required
• Perform other duties as requested

Regional Manager

Account Manager

• Responsible for the assigned territory to represent client’s products in person to healthcare providers, key selling messages about the product’s features, clinical benefits and safety information
• Develop a comprehensive territory business plan aimed at achieving and exceeding annual goals established by commercial leadership
• Promote dermatology product(s) within approved labelling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines
• Develop strong customer relationships by better understanding the customer’s needs
• Develop strategic plans and territory routing plans to maximize business opportunities
• Maximizes use of marketing resources to develop customer relationships to grow the customers’ confidence to prescribe the product for appropriate patients
• Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results
• Manages efforts within assigned promotional budget
• Attends medical congresses and society meetings as needed
• Delivery medical education in person through Lunch and learns, CHE events, conferences for HCPs

Infield Territory Manager, Dermatology

• Provide education through in-services (account calls) to HCPs and HCP staff on Product specific information including but not limited to Product information, disease state information, dosing protocols and information, administration of product, and adverse events of Product
• To 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 (representatives and district managers)
• Communicate to the Manager any concerns identified during the in-service education process. The Manager will serve as the single point of contact with Merck for all Program related communication
• Accurate and timely reporting of all visits, including but not limited to the type of education conducted, length of visit, and office that was visited
• A visit is defined as a customer interaction-in-services and scheduled or unscheduled customer engagements
• Report on interactions with HCPs and HCP staff
• Complete all required administrative responsibilities in a timely manner. Some of these could include but are not limited to; daily computer updates, weekly summary of activity reports, emails and monthly expense reports
• Coordinate and schedule travel to oncology offices with client Sales Representatives
• Develop and strengthen relationships with key customers
• To attend and complete all training courses and related competency assessments that Inizio or the Client requires, to an appropriate standard and within a specified timeframe
• Attend local and national meetings and/or conferences, as required, to keep abreast of plans, activities and developments and to exchange knowledge and experience within the team
• Maintain all company equipment and materials in accordance with company instructions. Comply with all Inizio Policies and Procedures, along with all Client Policies and Procedures as required
• Maintain professional registration and/or licensing as required by applicable state laws
• To possess a full valid US driver’s license at all times and to notify the company immediately of any offences or accumulation of penalty points
• Perform other duties as requested

Clinical Nurse Educator

Bilingual

• Provide intermediary service between Call Center Supervisor and Call Center Communicators
• Support Business Unit Director, Operations Manager, Client Account Manager and Call Center Supervisor in all project business initiatives and objectives
• Update training materials and conduct trainings as directed
• Investigate inquiries and complaints and handle escalations
• Inform Supervisor and Operations Team of all system failures/ slow-downs
• Assist with call monitoring; provide timely feedback
• Be innovative, using creativity, imagination and information to develop ideas and suggestions for improvements
• Assist the management team with the compilation of individual monthly program metrics
• Disseminate all project information/directives to the team
• Lead by example, adhering to corporate compliance and demonstrating the values
• Maintain excellent quality and productivity standards for all client projects
• Accurately collect information required by individual programs
• Complete and accurately document Adverse Events as per client and federal guidelines
• Exhibit effective communication and tele-management skills
• Converse with callers in an empathetic manner
• Display flexibility within department to maximize utilization

Bilingual Team Lead

Operations

• Recruit, hire, lead, coach, and support a geographically dispersed team of Field and Virtual Service Representatives
• Conduct regular field rides and ride-alongs to observe customer engagements
• Serve as the operational liaison between field teams, internal stakeholders, and client leadership
• Monitor program performance metrics and partner with senior leadership to ensure goals and timelines are achieved
• Identify operational challenges and implement solutions that improve efficiency and service delivery
• Oversee onboarding, training, and performance management
• Support quality improvement initiatives designed to strengthen field effectiveness
• Complete administrative responsibilities accurately and on time

Operations Manager

• Demonstrate deep knowledge of rare disease marketplace, therapeutic landscape, and product (including mechanism of action, indication, efficacy, safety, etc.), to deliver clear, concise and accurate communication of PRC-approved content to target audiences.
• Understand and apply knowledge of healthcare industry, trends, applicable laws and regulations, and market conditions.
• Analyze these factors in the development of business plans and in daily execution of interactions within compliance guidelines.
• Build and maintain strong professional relationships with physicians/HCPs, office staff, and others in the patient care continuum.
• Demonstrate ability to ask strategic, insightful questions to obtain information on customer needs from all stakeholders in accounts, using the insights to help offices identify appropriate patients.
• Demonstrate strong account management skills (e.g. account planning, field resource coordination, customer education, promotion, reporting).
• Demonstrate effectiveness in working independently and in team environments.
• Foster team collaboration toward accomplishment of shared goals by providing knowledge, experience, and information.
• Communicate effectively with a cross-functional team on progress and best practices.
• Verify and complete required CRM data entry including details of the target’s responses, notes and any follow-through actions in accordance with policies and procedures set by the client.
• Conduct in-service meetings with HCPs to educate on company’s product and disease state, including the provision of meals to HCPs and accurately capture all HCP meal information in accordance with company policies and training.
• Organize, facilitate and manage speaker programs, obtain required approvals for sponsorships and exhibit booths, and attend conferences in accordance with company policies and training.
• Manage daily sales call activities to optimize time and maximize the achievement of sales objectives.
• Comply with all pertinent company policies and training.

Rare Disease Pharmaceutical Sales Representative

• Lead and manage the day-to-day operations of a designated team of Clinical Educators in an assigned geography
• Ensure compliance is followed in every aspect and demonstrate sound decision-making and judgment across operational, compliance, and people leadership responsibilities
• Manage key internal and external stakeholders
• Ensure all program Key Performance Indicators (KPIs) are met or exceeded within assigned region
• Support operational execution of all contractual program requirements
• Maintain working knowledge of program technologies including CRM systems, dashboards, and reporting tools
• Prepare, review, and validate regional reports, spreadsheets, and communications prior to distribution
• Conduct regular field visits with Clinical Educators, including documented coaching and Field Coaching Reports
• Provide ongoing coaching, performance management, and professional development to direct reports
• Accumulate field feedback and insights to bring back to Inizio and client leadership and optimize program success
• Monitor roster changes including launches, realignments, territory changes, and other operational adjustments
• Support leadership coverage as needed during planned or unplanned absences
• Utilize financial and operational data to guide decision-making and control costs
• Travel within assigned region as required
• Perform other duties as requested by Inizio leadership
• Ensure direct reports are equipped with appropriate tools, technology, and resources

Call Center Representative

• Maintain excellent quality and productivity standards for all client projects; adhere to project scripts and guidelines
• Manage day to day activities of patient and health care provider support requests and deliverables across multiple communication channels in a Contact Center i.e. Phone, Fax, Chat, email, etc
• Ensure all support requested is captured within the Case Management system
• Serve as subject matter expert for program team responding to questions in a timely manner
• Conduct quality call monitoring for program team as directed by program leadership
• Escalate issues identified by self or project team to appropriate program leadership
• Ensure timely processing and resolution of cases meeting productivity and quality requirements
• Escalate complex cases, when appropriate
• Coordinate all appropriate aspects of patient case management through to completion, using effective interpersonal skills to manage interactions
• Educate Health Care Providers and patients on available on Patient Support programs and referral process to ensure timely case processing
• Communicate effectively with payers, pharmacies, third party administrators and other departments
• Perform in-depth research into patient's medication coverage (may include benefit investigation/prior authorization/appeals and available support programs)
• Conduct Quality Monitoring
• Follow all requirements associated with compliance to program guidelines and relevant regulations, including HIPPA and patient privacy.

Pharmaceutical Field Sales Representative

Virtual Clinical Educator

Pharmaceutical Field Sales Representative

Growth Enablement Specialist

Business Operations Analyst

Pharmaceutical Sales Representative

Field Service Representative

Regional Manager

Infield Territory Manager, Dermatology

Clinical Nurse Educator

Bilingual Team Lead

Operations Manager

Rare Disease Pharmaceutical Sales Representative

Regional Manager

Contact Center Patient Access Specialist