Account Representative - Dallas Metropolitan Area

Account Representative Job description with key responsibilities, required skills and KPIs

Description: At Stonegate Pharmacy, our Account Representatives are the front line and trusted face of our organization. They drive provider adoption of our compounded medications and contribute directly to overall revenue growth. As specialists in their field, they educate medical providers and office staff on our clinical offerings, workflows, and service model. Their core focus is building strong, lasting relationships and delivering an exceptional customer experience through responsive, high-touch support.

Key Responsibilities:

• Sales Activities: Conduct presentations and in-person meetings with medical providers and clinic staff to promote products and services, highlighting their benefits and use cases. Deliver accurate and timely follow-up discussions with physicians and office staff.

• Relationship Building: Establish and maintain strong, long-term working relationships with new and existing customers to encourage repeat business and to foster trust.

• Market Analysis: Conduct customer research to identify new sales leads and targets. Research competitors' products, pricing, and market strategies, and gather feedback from the field to inform company strategies, pricing and product development.

• Education: Act as the subject matter expert, educating healthcare professionals on the proper use, dosage, safety profiles, and clinical data of products. This includes in-person breakfast and/or lunch meetings. When necessary, travel to and represent the company at industry events, conferences, and trade fairs.

• Support: Triage inbound support requests from current and prospective customers

• Territory Management: Plan work schedules and travel throughout an assigned territory to manage accounts and maximize customer and prospect coverage.

• Administration & Reporting: Maintain detailed records of all customer contacts and sales activities using Customer Relationship Management (CRM) tools. Accurately track and submit regular expense reports to management.

• Compliance: Ensure all promotional activities and interactions with healthcare professionals comply with industry regulations and ethical standards. 

Required Skills and Qualifications:

• Excellent communication and presentation skills.

• Strong negotiation and sales skills, with a target-driven mentality.

• In-depth product knowledge and ability to understand complex medical information.

• Excellent organizational and time-management abilities.

• Persistence, resilience, and self-motivation to handle rejections and work independently.

• Maintains a highly professional and ethical manner.

• Ability to drive to client sites

• Ability to lift up to 25 pounds on a regular basis

• Ability to sit and stand up to 50% of the work day

• A valid driver's license and willingness to travel frequently.

Preferred Qualifications:

• Bachelor's degree (B.A./B.S.) from a four-year college or university, preferably in a life sciences discipline

• 2 or more years of outside, business-to-business (B2B) sales experience

• Medical, Pharmaceutical, Compounding or other HealthCare Sales Experience preferred

KPI Expectations (subject to change) :

• Minimum of 30 in-person meetings with prospective customers weekly.

• Minimum of one (1) educational breakfast or lunch meeting with a prospective customer weekly.

• In-person visit with all Priority 1 customers every 3 weeks.

• In-person visit all active customers (see definition) every 6 weeks.

• Minimum of one (1) educational breakfast or lunch meeting with a referring customer monthly.

• Logging 100% of the sales activities in the company CRM tool.