POSITION OVERVIEW

This position is responsible for driving incremental sales for the business at an account level by cross-selling or upselling, obtaining, and converting new business opportunities while driving growth and sales to meet the needs of the business.

• Achieve daily, monthly, quarterly, and annual revenue goals set by the company
• Generate new sales opportunities using existing customer databases to increase sales
• Contact assigned accounts for cross-sell/up-sell opportunities promptly
• Build relationships with team’s assigned leads and/or accounts to meet unmet needs, drive revenue, and identify new sales opportunities
• Educate customers on our values, services, medications, policies, and procedures
• Persistently discover customers’ needs and opportunities to sell additional medications within existing business verticals or introduce new verticals by uncovering unmet or existing needs.
• Ensure CRM Salesforce data is always accurate and up to date, completing the information required to reach set metrics and goals
• Assist in educating and nurturing opportunities until sales involvement is appropriate, tracking opportunities, leads, and accounts, and maintaining scheduled communication.
• Support establishing and qualifying new accounts from internal and external sources with scheduled ongoing tasks.
• Meet 90% of the quarterly quote total to qualify for a bonus, in addition to the requirements.
• Make a minimum of 500 calls per quarter, including 10 connected individual calls per day.
• Scenario of connection: connecting with some in the office who can provide insight into the practice and finding out the decision-maker’s name and contact info.
• Internal, CS, and admin activities do not count towards total sales activities per lead/account/opportunity.
• Begin the first sales activity within the first 30 mins of your shift and maintain consistent activity throughout the day
• Spend a maximum of 10% of the time on non-sales related activity including customer service-related activities
• Connect with new or current practices/providers that come through internal departments within the same business day unless an inquiry comes 60 before the end of the day
• Coordinate contact for new large/medium leads timely within the same business day unless the lead comes in 60 minutes before the end of the day
• Prospect for new business as required
• Ensure scheduled connections are set and conducted on time for assigned accounts within your team scope as outlined in CRM Salesforce, including new leads
• Comply with all appropriate company, state, and federal policies, procedures, and regulations
• Integrate and work as a team, managing time effectively while performing all allocated tasks
• Use tools like CRM Salesforce, Power BI, Modus, Microsoft Teams, Microsoft Office 365 to analyze revenue and account trend data
• Articulate service differentiators and formula offerings
• Perform all other duties as assigned