Account Engagement Representative

Position Summary:

The Afaxys Engagement Representative is responsible for driving commercial growth and member engagement across an assigned regional portfolio of GPO and Pharma accounts. This role manages proactive sales outreach, new member onboarding, account retention, and issue resolution while serving as a primary point of contact for regional inquiries. The Engagement Representative collaborates cross functionally with internal teams, affiliate partners, and suppliers to analyze sales data, support product and marketing initiatives, maintain up to date knowledge of GPO contracts, and ensure members maximize the value of Afaxys offerings.

Position Responsibilities:

Prospect and Onboard New Accounts and Members:

·      Proactively engage assigned target accounts and prospects through multi‑channel outreach to drive new member enrollment and customer growth.

·      Manage inbound prospects by following up with parties who have partially completed membership requirements to secure full enrollment.

·      Maintain consistent communication with Pardot leads and regional inbound inquiries to convert prospects into active Afaxys members/customers.

·      Conduct new member onboarding calls to introduce Afaxys, GPO contract opportunities, website resources, and member specific benefits.

Target Account and Existing Member Sales:

·      Manage a regional portfolio of Target Accounts, including purchasing and prospective accounts, and large GPO members.

·      Execute proactive outreach through virtual meetings, phone calls, emails, conferences, and targeted follow-ups to drive engagement, retention, and growth across all account tiers.

·      Support marketing driven initiatives, including promotions, new suppliers, product launches, contract updates, co promotions, alliances, and other strategic business initiatives, through targeted outreach to assigned account lists.

·      Analyze purchasing and sales data to identify trends, risks, and growth opportunities across member segments.

·      Identify cross selling opportunities and align product recommendations with member needs and purchasing behaviors by segment.

·      Monitor key product utilization and changes in purchasing activity, including increases or decreases within priority accounts, to inform account strategy and follow-up actions.

Supplier Interaction: 

·      Create and maintain relationships with GPO affiliate Account Managers (CPG and MediGroup).

·      Maintain a relationship with GPO suppliers and distributors to be able to assist with member inquires and issues as they arise.

·      Attend supplier training and webinars.

Salesforce Interaction: 

Daily:

·      Maintain accurate records of account touchpoints in Salesforce, in alignment with the expected call plan.

·      Manage and create Tasks in Salesforce for follow-ups and future touchpoints.

Ongoing:

·      Utilize Tableau to keep track of account trends and work with the Data team to improve workflow efficiency.

·      Update Salesforce profile with information gained from members or suppliers (i.e. what products they purchase, their main suppliers, and areas of expansion. Ex. Medical Supplier, stock and dispense OC’s/EC’s, LARC’s).

·       Update 340B status, HIN, account name, addresses, and other critical member data, as needed.

Additional Responsibilities:

·      Collaborate regularly with data, marketing, and other cross-functional groups to review sales performance, product marketing initiatives, and GPO contract updates.

·      Train and onboard new Engagement Representatives, providing guidance on processes, tools, account management best practices, and role expectations.

Competencies | Skills and Knowledge:

·      High attention to detail with the ability to manage competing priorities. 

·      Excellent verbal and written communication, interpersonal, organizational, and multitasking skills.

·      Proficiency in Windows and Microsoft Office (Word, Excel, PowerPoint and Outlook).

·      Previous experience with CRM systems; Salesforce, preferred.

·      Ability to speak clearly and write effectively in English.

·      Ability to work collaboratively and effectively within a diverse organization. 

·      Self-motivated, reliable, and uses sound judgment. 

·      Adheres to all regulatory, company, and department policies and procedures.

·      Demonstrates a high level of integrity and professional conduct.

·      Ability to work independently with a high degree of accuracy and attention to detail.

·      Highly motivated and target driven

Education and Experience | Minimum Requirements:

·      College degree with 1-2 years of previous customer service experience; Highschool diploma/equivalent with 3-5 years of previous customer service experience.

·      Must have 1 years of outbound/cold calling sales experience.

·      Group Purchasing or Supply Chain experience, a plus.

Travel Requirements:

·      Up to 5% (domestic)