Account Manager

• Train/support all assigned lenders.
• Provide daily support to assigned existing lenders.
• Respond promptly and professionally to lender inquiries
• Resolve service problems by clarifying the customer's complaint, determining the cause, and offering solutions.
• Client relationship management.
• Manage all details associated with a new lender at go live.
• Follow up with customers to ensure resolution and satisfaction.
• Collaborate with other departments to ensure customer needs are met.
• Escalate complex issues to appropriate internal teams when necessary.

Client Relationship Manager

• Draft press releases, media advisories, and statements that reflect the university's strategic priorities and mission.
• Pitch story ideas to local, regional, and trade media.
• Manage media lists, track beat reporters and keywords, and cultivate press relationships.
• Respond to routine media inquiries and coordinate interviews and media requests.
• Identify storytelling opportunities and develop written content including features, profiles, and news stories that elevate the university's reputation.
• Support crisis communications by drafting holding statements, FAQs, and updates; monitor coverage and sentiment.
• Track and compile daily media coverage; prepare reports and briefings for leadership.
• Conduct research to support messaging, media outreach, and reputation insights.
• Partner with internal teams to ensure alignment on messaging and timing of external communications.

Public Relations Manager

• Lead retention and expansion efforts while meeting or exceeding quota attainment
• Develop strategic account growth plans, including annual plans for cross-functional initiatives, new use cases, and stakeholder engagement
• Serve as a strategic advisor to C-level and VP-level executives to identify opportunities that align with Medbridge’s evolving solution suite
• Lead consultative engagements to uncover client business challenges, build consensus, and influence enterprise-wide decisions
• Deeply understand client ecosystems and key success metrics
• Partner with internal teams (Product, Strategy, Clinical) to shape and deliver impactful customer outcomes
• Lead internal strategic account reviews and communicate client voice to inform product development and go-to-market initiatives
• Coordinate across Medbridge stakeholders to align resources, ensure exceptional delivery, and support long-term partnership success

Account Manager – Enterprise

• Coordinates and owns account plans for strategic commercial accounts, focusing on larger deals, portfolio management, and selling the organization’s offerings.
• Identifies customer requirements, maps with the organization’s capabilities, and chooses the respective direct/indirect supply chain.
• Builds professional relationships with clients up to the executive level and develops a core understanding of unique business needs.
• Engages with partners to improve win rates on selective deals; achieves and manages quarterly, half-yearly, and yearly sales quotas.
• Develops and executes sales strategies and territory account plans to drive significant revenue growth and expand market share.
• Leads contract negotiations with clients to secure profitable deals while maintaining positive relationships.
• Monitors and analyzes sales performance metrics, identifying areas for improvement, and implementing corrective actions.
• Enters and updates opportunities in the pipeline tool; recommends and implements pipeline management practices.
• Leverages existing opportunities to expand into multiple business units within the account.
• Conducts regular business reviews with clients to assess their satisfaction, gather feedback, and identify areas for improvement.

Commercial Account Manager

• Representing Amgen products to physicians and healthcare professionals
• Establishing product sales and performing total territory account management
• Providing disease information and education to medical professionals and all external customers involved in the care of patients
• Consistently achieving assigned sales objectives through the promotion of patient-centered disease and product education to HCPs
• Implementing goals of the marketing plan through execution of strategic account business plan
• Demonstrated experience working in a matrix environment
• Effectively utilizing all available resources and programs
• Proven ability to navigate and identify opportunities through the healthcare landscape
• Establishing productive business relationships with key local, regional, and national KOLs
• Developing and maintaining a high-level, in-depth disease and therapeutic clinical and scientific knowledge
• Utilizing a consultative selling approach involving a highly technical, solution oriented selling technique
• Executing all responsibilities with a strong understanding and adherence to compliance and corporate policies

Account Manager, Specialty Account Manager – Rare Disease

• Responsible for disease-state education and account-readiness activities in Hepatitis Delta Virus (HDV).
• Work across Infectious Disease, and community-based healthcare providers caring for patients with chronic Hepatitis B Virus (HBV) infection.
• Drive awareness and understanding of HDV among Infectious Disease specialists, community-based HBV treaters, and Advanced Practice Providers.
• Educate healthcare professionals on the relationship between HBV and HDV.
• Provide education about HDV screening and testing protocols within HBV patient populations.
• Identify barriers to diagnosis and collaborate with stakeholders to improve patient identification and referral processes.
• Develop and execute comprehensive account plans for prioritized institutions, health systems, community practices, and referral networks.
• Identify key stakeholders involved in HDV care pathways and provide disease education information.
• Build trusted relationships with key opinion leaders and facilitate peer-to-peer education.

Regional Account Manager – HDV Business Unit

• Lead the strategy and evolution of key Tier 1 national partnerships in the US.
• Build deep, transparent, and dependable long-term relationships with partners.
• Negotiate and navigate operational and contractual challenges with data-driven insights.
• Act as the primary connector between partners and internal teams (Finance, Legal, Product, Ops).
• Proactively analyze data to formulate proposals and execute contract amendments.
• Represent North American supply landscape in discussions with Executive Leadership Team.
• Inspire and empower others by caring for your own wellbeing and that of colleagues.

Partnerships Director – National Partnerships

• Execute assigned service tasks for a book of business with accuracy and efficiency
• Process policy transactions including certificates, endorsements, audits, and invoicing requests
• Maintain accurate and up to date documentation within the system of record
• Support client deliverables such as proposals, renewal materials, and loss analysis
• Perform initial review and quality checks on quotes and policy documents
• Contribute to team initiatives, retention efforts, and continuous process improvement

Commercial Lines Assistant Account Manager

• Own a portfolio of customer relationships from onboarding through renewal, ensuring adoption, satisfaction, and retention.
• Act as a trusted advisor by providing strategic recommendations that align influencer programs with customer business goals.
• Lead strategic business reviews (SBRs) and campaign wrap reports, delivering insights that shape future strategy.
• Oversee influencer campaign delivery from kickoff through reporting, ensuring content quality, on-time execution, and alignment to KPIs.
• Partner with customers on post-sale strategy, sharing best practices and actionable insights to optimize performance.
• Manage budgets, contracts, and deliverables with precision, providing transparent updates and proactive issue resolution.
• Project manage campaigns by delegating executional tasks to Coordinators/Co-Ops, while serving as a mentor and coach.
• Collaborate cross-functionally with Sales, Strategy, Research, and Product teams to deliver seamless client experiences.
• Represent the customer and influencer voice internally, escalating insights and feedback to shape platform and service improvements.
• Analyze campaign performance data to generate actionable insights for customers and internal teams.
• Identify risks and opportunities early, providing proactive solutions to drive stronger results.

Account Manager – Creator Affiliate

• Drive direct sales engagements into SLED accounts within your assigned territory.
• Create and implement territory plans to achieve deployments of Fortinet solutions to a set of assigned, existing accounts and new logo prospects, within your assigned territory.
• Develop executive relationships with key buyers and influencers and leverage these relationships to achieve quarterly sales goals.
• Coordinate with internal teams to deliver winning contract bids, proposals, RFI/RFP responses, and Statements of Work.
• Negotiate terms of business with clients to achieve mutually beneficial results and long-term partnerships.
• Build and promote the Company’s position as the worldwide leader in Unified Threat Management.

Named Account Manager – Enterprise

• Advises existing client on a wide variety of gift planning, gift investment, and program management issues
• Responsible for the delivery of high quality, comprehensive services to an assigned book of clients
• Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshall resources necessary to solve client problems
• Creates and presents high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event session
• Collaborates extensively and provides leadership to internal functional team members providing service to assigned client relationships
• Guides internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution
• Ensures the delivery of high quality charitable gift plan consulting services to clients

Relationship Manager II

• Partner with senior management (director, C-level) clients as a trusted business advisor.
• Collaborate with industry analysts to sell and deliver client solutions.
• Maintain the minimum weekly/daily metrics, ensuring quota is met.
• Produce accurate and timely forecasts.
• Uncover key business initiatives and engage new cross-functional buying centers.
• Develop sales opportunities to increase contract value and customer retention.
• Maintain and build relationships with executive-level contacts to understand their business needs and identify new opportunities.
• Develop a complete understanding of the company’s products and services portfolio.

• Serve as the primary liaison between Allegion and assigned customer accounts, handling inquiries via email, phone, and customer portals.
• Provide ETA updates, expedite requests, and resolve questions on missed ETAs, quotes, escalations, and IVR compliance.
• Participate in weekly, biweekly, or monthly customer conference calls to review SLA performance, open issues, and overall service delivery.
• Document all updates and customer communications in work orders per customer request.
• Run daily reports in Field Services (D365), including Open Call and Closed Call Reports.
• Compare portal data with internal reports to ensure accuracy and compliance.
• Process distributor quotes by entering them into Field Services and submitting them to customers.
• Manage PM programs for assigned accounts and monitor PM completion.
• Review and resolve daily billing reports from the billing team.

Customer Relationship Manager

• Serve as the relationship owner for an assigned portfolio of B2B technology clients
• Build and maintain direct relationships with VP and C-suite stakeholders, establishing CGM as a trusted strategic partner — not a vendor
• Lead quarterly business reviews focused on forward-looking alignment, growth planning, and mutual accountability — not backward-looking performance recaps
• Facilitate monthly adjustment calls that surface emerging risks, reinforce the strategic plan, and maintain executive-level engagement
• Run client onboarding through a formal alignment session on day one, establishing business goals, stakeholders, risks, and opportunities before any execution begins
• Deliver proactive communication cadences that eliminate reactive escalations and prevent clients from ever being surprised
• Create and maintain both an internal account plan and a client-facing roadmap co-created with decision-makers
• Actively track account health using factual, objective indicators related to stakeholder access, campaign performance, and planning alignment
• Identify and escalate churn risk early with documented signals, revenue at risk estimates, and mitigation plans
• Report portfolio health and revenue forecasts to the VP of Client Services on a consistent cadence
• Manage contact strategy across each client's org, building person-to-person relationships at every level, not just the primary point of contact
• Conduct continuous business discovery to surface client priorities, organizational changes, and unmet needs beyond the current engagement scope
• Identify organic expansion opportunities and action those when the timing and fit are right
• Grow Revenue Under Management across the portfolio by deepening strategic alignment and connecting client business goals to CGM's full range of capabilities
• Accurately forecast and act against client retention, including flagging accounts where retention concern exists
• Serve as the client-facing anchor of a multi-member client services pod
• Route tactical execution to the correct delivery team via the project manager, and performance direction to the Strategist, activating these and other specialist team members with the client when appropriate
• Collaborate with Paid Media, Demand Capture, and GTM Engineering teams to ensure delivery is consistently tied to client business outcomes
• Manage the transition from sales to client services, re-validating discovery and establishing strategic alignment from day one

• Deliver sales growth across industries with a primary focus on Defense, Space & Nuclear Energy markets by prospecting for new business opportunities, while protecting current business within assigned accounts.
• Build & maintain positive business relationships with key customer contacts.
• Create and execute detailed capture plans while engaging other Materion functional resources to grow sales across PM’s (Performance Materials) product lines.
• Discover technical and commercial needs to build compelling, quantitative value propositions that turn customer stakeholders into Materion advocates.
• Share knowledge of the Materion product portfolio, typical applications and commercial elements with the goal of closing high margin purchase orders and contracts.
• Such activities may start with an NDA (Non-Disclosure Agreement) or PIA (Proprietary Information Agreement) which is facilitated through the KAM (Key Account Manager).
• While Materion has contracting specialist to work through contract issues and negotiations, the KAM should understand contracts including the fundamentals of government contracting and support the contract negotiating process.
• Deliver and maintain accurate sales forecasts, reports, and account records in CRM system. This includes Monthly, quarterly, current year and 2-year sales forecasts as part of the Materion IBP process.
• Develop a strong knowledge of the Performance Materials product lines, through continuous learning to support customer discussions and presentations.
• With emphasis on beryllium, AlBeMet, AlBeCast, BeO ceramics, MMC’s and ToughMet alloys.
• Gain consensus with internal stakeholders: Quality, Production planning, Estimating, Technology & Innovation, Legal, Government contracting, and business leadership and external stakeholders to constantly advance and win high margin business for Materion Performance Materials.
• Work with Materion finance and customers to ensure invoices are paid per contract payment terms.
• Support finance to resolve customers past due accounts receivables.

Key Account Manager

• Lead the development and execution of strategic programs to support the adoption of the HistoSonics Edison Platform in clinical environments
• Identify and create pathways for new clinical applications of the platform, working in collaboration with R&D, product management, and clinical teams
• Assist in the design of training programs and resources for healthcare professionals to ensure effective use of the platform
• Coordinate pilot programs and gather feedback from healthcare institutions to refine the platform’s features and usability
• Develop KOL’s and centers of excellence as reference sites and speakers
• Lead new histotripsy program launches, consistent with Map2Mastery, in collaboration with education, operations, marketing and reimbursement
• Drive initiatives to increase the utilization of the HistoSonics Edison Platform in existing customer sites by analyzing usage patterns and addressing barriers to adoption
• Build and maintain strong relationships with key opinion leaders, clinicians, hospital administrators, and other stakeholders to foster platform advocacy and collaboration
• Conduct ongoing analysis of market trends, customer needs, and competitor platforms to identify opportunities for program development and growth.

• Manage and advance a pipeline of model portfolio and partnership opportunities
• Track progress, ensure timely execution, and support conversion to funded mandates
• Serve as a day-to-day contact for select strategic partners
• Support the development and execution of go-to-market initiatives in collaboration with senior leadership
• Contribute to the preparation of proposals, presentations, and client materials
• Support onboarding processes to help ensure a consistent client experience
• Identify opportunities to enhance workflow efficiency and execution consistency

Assistant Vice President, Multi-Asset Solutions Execution & Partnerships

• Provide high level support to the Sales Team
• Assist with the Account Management function of Membership On Boarding, Renewals
• Manage the sales pipeline
• Provide sales and prospecting support
• Develop email communications
• Develop proposals when needed with input from SVP or Sales Team
• Maintain relationships with Members through thoughtful communications
• Triage issues to Sr. VP and team

Sales Associate, Account Manager

• Develop and implement a comprehensive external innovation and partnership strategy aligned with Vaccines R&D portfolio priorities
• Drive measurable pipeline value through strategic licensing, co-development agreements, and technology acquisitions that strengthen competitive positioning
• Lead scientific and strategic evaluation of external opportunities, coordinating cross-functional due diligence and providing clear go/no-go recommendations
• Build and maintain strategic relationships with academic institutions, biotech companies, government agencies, and global health organizations across Europe and globally
• Identify and secure external funding opportunities including BARDA, CEPI, NIH, Horizon Europe, and other public-private partnerships
• Represent Sanofi in pandemic preparedness programs, policy discussions, and industry consortia at the highest levels
• Ensure seamless integration of external partnerships into R&D processes in close collaboration with Business Development and cross-functional teams
• Lead and develop the Scientific & Strategic Partnerships team, fostering a high-performance culture focused on accountability, collaboration, and continuous improvement

Head of Global Strategic and Scientific Partnerships – Vaccines Research and Development

• Drive smooth and successful renewals by partnering closely with Account Executives to prepare submissions, exposure summaries, proposals, coverage summaries, and binding documentation.
• Support informed risk placement by drafting loss exhibits and proactively obtaining loss runs directly from carriers.
• Ensure clients and partners have what they need by coordinating accurate and timely certificates and proofs of insurance.
• Protect data integrity and team efficiency by maintaining precise, up-to-date records in the system of record.
• Uphold service excellence through quality control of insurance program documentation, including policies, endorsements, audits, and claims.

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