Inizio Engage

Account Executive

• 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

• 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

Manager

• Engage healthcare providers and appropriate office staff to educate on access to prescribed treatments
• Educate HCP office staff about prior authorization & appeals process
• Work compliantly and proactively to identify and resolve patient access and reimbursement issues
• Provide appropriate factual process information to HCP office utilizing Personal Health Information (PHI)
• Serve as reimbursement expert for patient support services team
• Utilize approved resources to provide education and answer questions
• Document call details with attention to data integrity
• Triage appropriate escalations to the Field Access Manager team
• Comply with all required training and policies

Access Manager

• Engage healthcare providers and appropriate office staff to educate on access to prescribed treatments within the specialty pharmacy and HUB channel, including addressing questions about initial access, insurance approval and reauthorizations pertaining to the initiation of product.
• Educate HCP office staff about prior authorization & appeals process, how to access related forms, and high-level information about submission procedures and reauthorization requirements.
• Work compliantly and proactively to identify and resolve patient access and reimbursement issues, within assigned geography.
• Assigned geography may be adjusted based on zone and national volume.
• Provide appropriate factual process information to HCP office utilizing Personal Health Information (PHI), with appropriate patient consent.
• Serve as reimbursement expert for patient support services team for assigned geography/plans.
• Utilize approved resources and call guides/FAQs to provide education and answer questions as needed.
• Conduct ongoing payer policy reviews and contribute local, regional and national policy insights to Field Access Managers and client leadership.
• Virtually manage assigned accounts and align with Field Access and Reimbursement team, sales teams as well as specialty pharmacy and HUB team on ongoing support needs.
• Document call details with attention to data integrity to ensure compliance with program policies and business rules.
• Navigate CRM platform in daily interactions and learn internal team processes (when available).
• Maintain confidentiality of Patient Health Information (PHI) and act in compliance with all laws, regulations, and company policies.
• Triage appropriate escalations to the Field Access Manager team in accordance with the program design and business rules.
• Comply, take, and attend all required training.
• Adhere to all Inizio and client policies, procedures, business rules, and call guides, as well as applicable laws.

• Engage healthcare providers and appropriate office staff to educate on access to prescribed treatments
• Educate HCP office staff about prior authorization & appeals process
• Work compliantly to identify and resolve patient access and reimbursement issues
• Serve as reimbursement expert for patient support services team
• Conduct ongoing payer policy reviews and contribute regional and national policy insights
• Document call details with attention to data integrity
• Navigate CRM platform in daily interactions
• Maintain confidentiality of Patient Health Information (PHI)
• Triage appropriate escalations to the Field Access Manager team

General

• Provide product training and clinical support to healthcare professionals involved in iron infusion treatments.
• Deliver educational programs and training sessions in infusion clinics and other care settings.
• Maintain up-to-date expertise on assigned products, therapeutic areas and relevant clinical data to meet client needs.
• Support implementation and appropriate use of therapies in infusion clinics and related clinical environments.
• Build and maintain strong relationships with healthcare professionals, infusion clinic teams and key stakeholders.
• Identify training needs and share observations and client feedback with internal teams.
• Collaborate with Medical Affairs, Commercial, Patient Access and Patient Solutions teams to support regional objectives.
• Participate in the planning and delivery of educational meetings, training programs and customer engagement activities.
• Ensure all activities comply with Canadian regulations, industry standards and company policies.
• Document interactions with clients and report adverse events and product complaints in accordance with company procedures.
• Complete required administrative tasks, including daily system updates, weekly activity reports, email correspondence and time reporting.
• Attend local and national meetings, congresses and conferences to remain informed of program developments and to share learnings with the Patient Solutions team.

Clinical Nurse Educator, Infusion

Representative

• Supporting field teams in the execution of strategic plans and campaigns
• Support ongoing brand initiatives including transition from retail to specialty pharmacy partners
• Broadening brand awareness by fulfilling basic office needs that reinforce product acquisition within healthcare settings
• Engage with Healthcare Professionals in the support of product access points and management of client materials within assigned territories
• Establish phone presence; commanding & disarming, ability to create rapport, network, build, and maintain productive business relationships
• Adhere to new therapeutic areas and channels of business and adapt to organizational change
• Leverage and use customer networks, resources and tools via phone/web to expand connectivity, reach and interest across stakeholders
• Verify and complete required 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
• Maintain call productivity and metrics, which are required by Inizio Engage and the client
• Manage daily call activity to optimize time and maximize the achievement of objectives
• Listen and respond appropriately to customer needs and questions
• Demonstrate thorough knowledge of the Client’s products and ensure clear, concise and accurate communication of product information and benefits of specialty pharmacy network with target audiences
• Successfully complete the Client’s product training and meet training expectations set by the Client

Virtual Service Representative

Patient Access Specialist

• Maintain excellent quality and productivity standards for all client projects
• Manage day to day activities of patient and health care provider support requests across multiple communication channels
• 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
• Educate Health Care Providers and patients on available on Patient Support programs and referral process
• Communicate effectively with payers, pharmacies, third party administrators and other departments
• Perform in-depth research into patient's medication coverage
• Conduct Quality Monitoring
• Follow all requirements associated with compliance to program guidelines and relevant regulations

• Work alongside client field counterpart(s) to increase share of voice
• Help open and maintain access, profile, and create demand of targeted healthcare professionals as needed
• Develop a sound understanding of the relevant product(s) and disease(s)
• Facilitate account management skills (account planning, field resource coordination)
• Establish phone presence; commanding & disarming, ability to create rapport and network
• Demonstrate effectiveness working independently and in team environments
• Verify and complete required data entry
• Manage daily sales call activity

Sales Representative

• Work alongside client field counterpart(s) to increase share of voice, help open and maintain access, profile, and create demand of targeted healthcare professionals as needed
• Develop a sound understanding of the relevant product(s) and disease(s) to lead engaging conversations with medical professionals
• Facilitate account management skills (account planning, field resource coordination; close, support customer education and promotion needs, reporting)
• Demonstrate effectiveness working independently and in team environments
• Establish phone presence; commanding & disarming, ability to create rapport, network, build, and maintain productive business relationships
• Demonstrate clinical and technical skills
• Adhere to new therapeutic areas and channels of business and adapt to organizational change
• Leverage and use customer networks, resources and tools via phone/web to expand connectivity, reach and interest across stakeholders
• Identify , prioritize and drive opportunities to create access, policy, programs and processes that drive product demand
• Verify and complete required 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
• Manage daily sales call activity to optimize time and maximize the achievement of sales and market share objectives
• Successfully complete the Client’s product training (self-study, testing, field work and classroom training at the Client’s site or electronically) and meet training expectations set by the Client in order to proceed to servicing the Client’s customers within the parameters of the program
• Create and maintain a positive impression with the Client and the Client’s customers
• Must safeguard patient privacy and confidentiality by following the guidelines set forth in the Privacy and Security Rules of the Health Insurance Portability and Accountability Act (HIPAA)

Virtual Sales Representative

• Work alongside client field counterpart(s) to increase share of voice
• Develop a sound understanding of the relevant product(s) and disease(s)
• Facilitate account management skills
• Demonstrate effectiveness working independently and in team environments
• Establish phone presence, create rapport, and build productive business relationships
• Adhere to new therapeutic areas and channels of business
• Identify, prioritize and drive opportunities to create access, policy, programs and processes
• Verify and complete required data entry in accordance with policies
• Manage daily sales call activity to optimize time and market share objectives
• Successfully complete the Client’s product training

• Work alongside client field counterpart(s) to increase share of voice, help open and maintain access, profile, and create demand of targeted healthcare professionals as needed
• Develop a sound understanding of the relevant product(s) and disease(s) to lead engaging conversations with medical professionals
• Facilitate account management skills (account planning, field resource coordination; close, support customer education and promotion needs, reporting).
• Demonstrate effectiveness working independently and in team environments.
• Establish phone presence; commanding & disarming, ability to create rapport, network, build, and maintain productive business relationships
• Demonstrate clinical and technical skills
• Adhere to new therapeutic areas and channels of business and adapt to organizational change
• Leverage and use customer networks, resources and tools via phone/web to expand connectivity, reach and interest across stakeholders
• Identify, prioritize and drive opportunities to create access, policy, programs and processes that drive product demand
• Verify and complete required 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
• Manage daily sales call activity to optimize time and maximize the achievement of sales and market share objectives
• Successfully complete the Client’s product training (self-study, testing, field work and classroom training at the Client’s site or electronically) and meet training expectations set by the Client in order to proceed to servicing the Client’s customers within the parameters of the program
• Create and maintain a positive impression with the Client and the Client’s customers
• Must safeguard patient privacy and confidentiality by following the guidelines set forth in the Privacy and Security Rules of the Health Insurance Portability and Accountability Act (HIPAA)

• 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 and 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

• To provide disease state related educational support to identified patients, Healthcare Professionals and to office staff as agreed with the Client Account Manager, Field.
• To present educational programs to community support groups and Healthcare Professionals in accordance with the needs of each office.
• To only use approved materials provided by Inizio Engage or by the client, without changing, copying or distributing the materials.
• To attend and complete all training courses and related competency assessments that Inizio Engage requires , to an appropriate standard and within a specified time frame.
• Develop and strengthen relationships with key customers.
• To facilitate the development and provision of services across multiple healthcare sectors, as determined by the Client Account Manager, Field.
• To constantly consider new and innovative approaches that potentially develop new partnership opportunities.
• 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.
• Maintain professional registration and/or licensing as required by applicable state laws.
• 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 Engage Policies and Procedures, along with all Client Policies and Procedures as required.
• Be contactable during working hours to answer queries.
• 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.