Book and Territory Ownership
• Own a defined book of business within approximately a 3-hour drivable radius; build and execute a localized account plan that segments targets by opportunity size and readiness.
• Maintain an active Salesforce pipeline tied to adoption milestones; use data and tools (e.g., DHC) to prioritize field activity and time allocation.
• Generate leads and secure or facilitate first meetings for the book of business owned by the overseeing CSM.
• Route and brief appointments so the CSM can convert; coordinate at the regional level to ensure field effort complements rather than duplicates ISR and CSM activity.
New Account Creation & Onboarding
• Design and execute localized prospecting to identify and qualify high-potential targets within the territory radius.
• Secure first meetings and introductory conversations; onboard net-new accounts and lead them through the first order — net-new creation is shared with the ISR team by design.
Account Activation & Reorder Growth
• Convert first orders into routine, sustained ordering; drive reorder behavior and habit formation across newly active accounts.
• Expand the number of ordering providers within each account; systematically identify and remove ordering friction — including workflow, result delivery, and follow-up barriers.
Relationship Building & Account Networking
• Cultivate relationships with lab directors, infectious disease physicians, pharmacists, and ordering clinicians at the frontline and lab tier.
• Lead consultative, evidence-based conversations that connect Karius Spectrum and Focus BAL to the account’s clinical context; identify and develop internal champions to advance adoption.
Field Partnership & Handoffs
• Accept the ISR handoff at the meeting-to-usage transition; partner with the MSL on clinical education in a support capacity.
• As onboarded accounts reach sustained-active status (≥12 tests/quarter), graduate them to the overseeing CSM or carry them into an earned territory upon promotion.
Goal Attainment & Field Discipline
• Align personal performance to regional team goals; hold self accountable for activity, pipeline, and activation commitments.
• Document all customer interactions in Salesforce; proactively share field intelligence and market insights with ISR, CSM, and regional leadership.