Erik Dale
Carmel,IN
Summary
Senior Account Specialist with expertise in CRM software and deal structuring, known for exceeding sales goals and fostering strong client relationships. Proven track record in driving revenue growth and enhancing patient care through innovative solutions.
Overview
22
22
years of professional experience
Work History
Senior Account Specialist - Near Patient Care
Roche Diagnostics
Indianapolis, IN
01.2018 - Current
- Excelled in selling across distribution, direct hospital, home health, and health system channels, driving engagement for point-of-care product portfolio.
- Exceeded sales targets by 120% in 2023, generating $2.8M in revenue
- Secured 82 contracts, contributing to $4.9M revenue over 2021-2022.
- Generated $5.1M in total term revenue over 2019 and 2020 by securing 98 signed contracts.
- Consistently meet and outpace sales objectives and key success metrics annually.
- Built and nurtured strong client relationships through consistent communication and proactive follow-ups, enhancing client satisfaction.
- Collaborated with stakeholders to secure long-term agreements tailored to client needs.
- Comprehensive expertise in capital equipment and consumable commitment transactions and deal frameworks.
- Integrated Tableau and Salesforce CRM to develop effective annual sales strategies.
- Analyzed sales data to inform strategic decision-making processes.
- Conducted product demonstrations to effectively engage potential clients.
Fuels Management Specialist
United States Air Force Reserve
Kokomo, Indiana
03.2013 - 08.2019
- Led team of 18 airmen during Middle East deployment, ensuring safety and operational efficiency.
- Coordinated training programs, enhancing personnel skill sets and overall readiness.
- Oversaw project implementation, ensuring compliance with military standards and protocols.
- Evaluated program performance and recommended improvements to optimize outcomes.
- Managed documentation processes to maintain accurate records and reports.
- Provided guidance to junior staff, fostering a collaborative team environment.
Account Executive- CoaguChek Patient Services
Roche Diagnostics
Indianapolis, IN
07.2008 - 01.2018
- Partnered with HCPs to integrate patients into INR monitoring service, increasing patient engagement.
- Maintained accurate records of all sales activities using Salesforce CRM software systems.
- Collaborated with physicians, insurance reps, patient trainers, and patients to strategize and boost sales of home blood coagulation monitors.
- Facilitated transition of 250 patients at Missouri Heart Center to at-home INR monitoring.
- Conducted market research to pinpoint new business opportunities, informing sales strategies.
Team Leader - Accu-Chek Customer Care
Roche Diagnostics
Indianapolis, IN
06.2004 - 07.2008
- Supervised team of 11 employees in inbound call center operations, ensuring efficient service delivery.
- Fostered positive work environment that encouraged collaboration and open communication among team members.
- Oversaw hiring interview processes for both new staff and internal promotional candidates within the department.
- Conducted regular team meetings to align objectives, address challenges, and enhance team cohesion.
- Offered training and support to keep team members motivated and working toward objectives.
Education
Bachelor of Science - Finance - Kelly School of Business
Indiana University
Bloomington, IN05-2002
Skills
- Sales Strategy Development
- Data Analysis
- Contract Negotiation
- Team Leadership
- Cross-functional Collaboration
Community
- Indianapolis Co-Lead for the Roche Veteran Impact Network
- Coordinate annual food and hygiene drive for Helping Veterans and Families (HVAF)
Accomplishments
- Premier Performers Club - 2022, 2023, 2024, and 2025
- Top Performer Award - 2022, 2023, and 2024
- Field Advisory Board - 2025 & 2026
- Secured a 7-year Contract with Encompass Health Rehab Hospital in 2024 - $23M in total revenue
Timeline
Senior Account Specialist - Near Patient Care
Roche Diagnostics
01.2018 - Current
Fuels Management Specialist
United States Air Force Reserve
03.2013 - 08.2019
Account Executive- CoaguChek Patient Services
Roche Diagnostics
07.2008 - 01.2018
Team Leader - Accu-Chek Customer Care
Roche Diagnostics
06.2004 - 07.2008
Bachelor of Science - Finance - Kelly School of Business
Indiana University