Account Manager

• Own a portfolio of key institutional targets, advancing prospects through the full partnership lifecycle — from initial outreach and qualification to agreement and successful handoff to implementation
• Build and manage a high-quality partnership pipeline using HubSpot to track engagement, monitor deal progression, and analyze conversion metrics, generating insights that inform forecasting and strategy
• Lead an outreach and demand generation strategy in collaboration with Demand Generation Marketing and the VP of Growth, including lead scoring, segmentation, and account-based marketing (ABM) campaigns that deepen engagement with target institutions
• Track performance toward CDI’s earned-revenue goals, analyzing HubSpot data to surface insights that inform forecasting, strategy, and team decision-making
• Refine and operationalize partnership systems and protocols, including contracting, outreach workflows, and collateral development, to support efficiency and consistency across the partnerships function
• Collaborate closely with the Program Implementation team to ensure smooth handoffs, assess partner readiness, and identify opportunities for renewal or expansion within existing partnerships
• Represent CDI externally as a compelling spokesperson at conferences and convenings, engaging institutional leaders and decision-makers to elevate awareness and generate new partnership opportunities.

Senior Director of Partnerships

Senior Director – Strategic Account Management

Energy – Account Manager

Vice President of Partnerships

Account Manager, Growth

Clinical Account Coordinator