JOB TITLE: Senior Regional Account Executive
EMPLOYER: AssistRx
DEPARTMENT: Provider Solutions
REPORTS TO: Senior Manager, Provider Solutions
EFFECTIVE DATE: 1/16/2026
SUMMARY: The Senior Regional Account Executive is responsible for growing our technology platform customer base through presenting products and services to potential clients within a specific region. Identifying and addressing customer needs and recommending ways to promote and sell our flagship technology platform based on market and industry trends. To be successful in this role, you should have excellent communication abilities and be highly motivated to meet objectives and goals.
DUTIES AND RESPONSIBILITIES:
- Manage large-scale or complex accounts.
- Identify business opportunities and challenges within assigned region
- Present our technology platform to existing and potential customers
- Identify customer needs and recommend appropriate product solutions
- Work closely with team members and other internal partners to support customer onboarding and brand goals
- Expand user adoption of technology platforms, targeting health systems, IDNs, and community practices
- Manage territory plans, sales, demonstrations, registration, and initial onboarding of new accounts
- Smoothly transition new accounts to internal counterpart to manage follow-up and account management
- Partner with external field team members to target specific program
- Drives daily activity to achieve weekly, monthly, and quarterly metrics and goals. Including but not limited to commission goals, phone metrics, accounts reach out goals.
- Cultivate deep reliable relationships with your clients and users
- Troubleshoots and develops solutions to drive consistent product adoption. Follows-up relentlessly and thoughtfully to win business
- Tracks sales performance to goal and sales pipeline activity via Salesforce CRM
- Is a teammate and works together with your internal counterpart to exceed regional goals
- Support identification of workflow or process issues that may affect branded workflow adoption and coordinate cross functional resolutions.
- Support collaboration with internal teams to prioritize iAssist or Central updates.
- Able to travel throughout region on occasion and attend quarterly team meetings onsite
- Mentors and supports new team members by providing guidance, knowledge sharing, and onboarding support to accelerate effectiveness and integration.
- Serve as a liaison between Provider Solutions and manufacturer partners to ensure successful engagement.
- Performs other related duties as assigned by management
SUPERVISORY RESPONSIBILITIES:
QUALIFICATIONS:
- Bachelor’s Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
- Computer skills required: (Microsoft Office Suite)
- Ready-to-win attitude.
- Enjoys and thrives in a competitive team environment.
- Proven track record of exceeding goals.
- Proven track record of high daily activity.
COMPETENCIES:
- Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
- Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
- Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
- Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
- Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan.
- Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
- Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others’ attention.
- Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
- Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
- Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
- Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
- Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Develops realistic action plans.
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
- Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
- Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
- Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
- Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone’s efforts to succeed.
- Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
- Continually required to sit/stand
- Continually required to utilize hand and finger dexterity.
- Continually required to talk or hear.
- While performing the duties of this job, the noise level in the work environment is usually moderate.
- Specific vision abilities required by this job include close vision and the ability to adjust focus.
- Additional remarks regarding work environment:
- This job operates in a professional office environment, if applicable
Team Expectations
- Client Expectations:
Adhere to client expectations related to deliverables and demos, including supporting escalations and requests in a timely manner. Adhering to the client’s requirements, when it comes to HCP communication (i.e. FRM or Case manager knows that a demo is happening, try their best to ensure that the case manager or FRM are on all calls with HCP, as these are their office we are supporting) - Collaboration & Team Support:
Collaborate effectively with your region counterpart (RAE>PSS/PSS>RAE) team and ensure they have the necessary information, context, and support to be successful within their assigned region. An encourage team collaboration and outreach to team for support. - Adherence to Team Processes:
Team members are expected to consistently follow established team workflows and processes, including but not limited to:
- Use of Required Tools:
Accurately documenting activity, outreach, and updates in required systems (e.g., CRM, tracking spreadsheets, reporting tools). - Communication Protocols:
Following approved communication and escalation pathways when engaging internal teams, clients, or providers. - Meeting & Calendar Practices:
Adhering to calendar guidelines, including appropriate use of focus time, meeting attendance, availability expectations and sharing of calendars with leadership. - Queue & Coverage Expectations:
Supporting phone queue coverage as required and adhering to established readiness and availability metrics. - Operational Expectations:
Respond to internal and external requests and messages in a timely and professional manner, ensuring acknowledgment even when additional follow-up is required. - Reporting & Updates:
Providing timely and accurate updates on assigned accounts, projects, or outreach activities as requested. - Change Management:
Adhering to updated processes or guidance communicated by leadership and incorporating changes into daily workflows.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.