Account 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

• Responsible for representing TEPEZZA to physicians and health care professionals
• Establishing product sales and performing total territory account management
• Develops a comprehensive and effective territory business plan aimed at achieving and exceeding annual sales goals
• Promotes TEPEZZA within approved labeling in a comprehensive, fair and ethical manner
• Addresses issues related to access, pull-through, and reimbursement
• Develops strong customer relationships by better understanding the customer’s needs and goals
• Consistently meets or exceeds corporate sales goals
• Communicates territory activity in an accurate and timely manner
• Drive product demand among targets through education on disease state and product information
• Provides feedback about changing environment and results
• Coordinates between accounts and relevant field teams to support full range of account needs
• Educate healthcare professionals and office staff on site of care options
• Attends medical congresses and society meetings as needed
• Manages efforts within assigned promotional and operational budget
• Maximizes use of approved resources to achieve territory and account level goals

Account Manager – Specialty

• Develop an action plan for each customer account through a deep working knowledge of customer’s key business drivers and strategically selling the ChemTreat value proposition that expands revenue and profit.
• Build and establish professional relationships with key personnel, decision makers and influencers.
• Craft viable and profitable pricing structure in assigned customer accounts that will increase sales & profit margin spanning geographies.
• Meet assigned targets for profitable sales volume and strategic objectives.
• Provide analysis of markets, trends, competition, portfolios, technologies, and revenues.
• Works with Vertical Director to support and expand ChemTreat’s presence in key industry and trade organizations.

Corporate Account Manager

• 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

• Serves as Trusted Advisor to clients by developing a clear understanding of the client’s business
• Provides clients with knowledge and access to the breadth of Key’s product platform
• Structures and leads credit and non-credit product delivery while demonstrating sound risk management
• Proactively manages the portfolio to maximize profitability and ensure strong asset quality
• Partners effectively with Credit, Product Partners, and other partners to identify cross-sell opportunities

Senior Relationship Manager, Income Property Group

• Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
• Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the client where applicable and invoicing
• Regularly review client exposures, loss analysis, and design an insurance program that best meets the clients’ needs.
• Complete annual client reviews, updating client risk exposures and making necessary changes to their insurance plan.
• Develop relationships with centers of influence, including wealth managers, attorneys, realtors, and business owners with the goal of obtaining new clients.
• Maintain a high level of client confidentiality and professionalism.

Private Client Account Manager

• 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.

• Drive revenue growth through targeted business development with both existing clients and new prospects
• Build, deepen, and manage relationships with large, complex commercial and Agricultural clients
• Focus business development efforts across commercial & industrial (C&I) and Agricultural opportunities and specialized industry verticals
• Structure and negotiate loan terms within your authority to meet client needs and organizational goals
• Prepare and present comprehensive credit analyses and lending recommendations
• Conduct ongoing credit reviews to ensure compliance with internal policies and regulatory requirements
• Monitor and manage portfolio risk, maintaining accurate risk ratings and proactive issue identification
• Represent the bank in the community to build brand awareness and strengthen local partnerships
• Mentor and coach less experienced relationship managers and support team development
• Partner with loan support staff and contribute to a collaborative team environment
• Ensure adherence to all policies, procedures, and regulatory requirements

Senior Commercial Relationship Manager

• Manages a more complex or specialized book of insurance business
• Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
• Service day to day client needs including fielding phone calls, emails, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
• Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiations, quote review, presentation of renewal numbers to the Producer and the client and invoicing
• Review quote documents to ensure all insurance requirements are included in quote proposal
• Manage client relationship ensuring satisfaction
• Manage and delegate work as needed to Associate Account Managers I and II
• Maintain relationships with underwriters to ensure positive results for clients
• Negotiate coverage with underwriters
• Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
• Responsible to set up and maintain electronic records
• Use best practices and internal broker standards for service and maintenance of client files and information
• Training and collaboration with team members

Account Manager II, Commercial Lines

• Drive overall Westlake business growth by identifying and securing new opportunities, increasing product specification and adoption, and expanding wallet share with existing accounts
• Build and maintain a robust sales pipeline through cold calling, targeted outreach, networking, and strategic account planning
• Effectively present and demonstrate Westlake’s roofing systems, materials, and value propositions to technical and non-technical stakeholders, including HOAs, architects, consultants, and contractors
• Monitor regional market trends, competitive activity, and emerging opportunities within the roofing and HOA sectors
• Work closely with the Territory Managers, internal sales, marketing, and technical support teams to ensure seamless support for customers and successful project execution

Strategic Account Manager, Roofing

• Manage and grow a designated in-region distributer network within the MEP space
• Foster and maintain relationships internally to support our distribution partners while driving end-users demand in the market
• Maintain a pipeline of prospective end-users and prioritize key users in the Mechanical, Electrical, and Plumbing industry
• Partner and support other regional roles in planning and executing sales processes and year-over-year growth
• Launch of new products within the region and keep all relevant parties updated
• Keep management and marketing updated on competitor trends and changes
• Possess in-depth knowledge of the product line and applications in the Mechanical/Plumbing/HVAC Channel
• Drive market share growth and increase top-line sales in the assigned market
• Prepare and execute key product demonstrations for end-users and counter days
• Coordinate promotions, COOP, and marketing support for account growth and sales
• Educate key decision makers on rebate programs and track progress towards goals
• Manage purchase orders and pricing, resolving issues with Customer Service and Channel Marketing
• Track sales goals and progress using Power BI to analyze business data to identify growth opportunities

Regional Account Manager, MEP

•promoting a product to specialty healthcare providers in an assigned territory
• participating in conferences and programs as needed

Key Account Representative

• Manage a designated portfolio of 150 to 200 high-value accounts.
• Achieve targets for account retention and identify and execute growth opportunities (upsell/cross-sell).
• Proactively monitor and report on key account performance metrics, ensuring client satisfaction and achieving revenue targets.
• Serve as the primary point of contact for resolving customer issues related to billing, contracts, and service adjustments (e.g., invoice questions, downgrades, cancellations).
• Act as a strategic consultant to customers, leveraging in-depth market knowledge of the full truckload marketplace to prescribe complex, multi-product SaaS and data solutions that address their most pressing operational and financial challenges.
• Partner with Product, Marketing, Legal, and Finance teams to secure resources, negotiate favorable national contracts, and champion customer needs, ensuring a superior end-to-end customer experience.
• Utilize and maintain Salesforce as the system of record for all account intelligence, pipeline management, and strategic initiatives, ensuring a high level of data integrity and sales process rigor.

Key Account Manager

• Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
• Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing
• Review quote documents to ensure all insurance requirements are included in quote proposal
• Manage client relationship ensuring satisfaction
• Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate
• Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
• Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
• Responsible to set up and maintain electronic records
• Use best practices and internal broker standards for service and maintenance of client files and information
• Training and collaboration with team members to share and educate on coverage, exposures and client knowledge
• Other duties as assigned.

Account Manager, Commercial Lines

• Achieve Sales and Growth Targets: Develop and implement a business plan, in partnership with Internal Sales Associate, focused on achieving key performance indicators, including sales and growth targets for Prudential’s expanding IMO suite of products.
• Relationship Development & Cultivation: Identify and engage potential IMO’s to build strategic partnerships that align with Prudential’s growth objectives. In addition, strengthen existing IMO relationships through consistent communication, support, and collaboration, ensuring long-term partnerships that contribute to sustained revenue growth and greater market share.
• Cross-Functional Collaboration: Partner with key functional areas, including Product, Technology, Marketing, Operations, Service, and Legal & Compliance, to gain comprehensive insights into financials and competitive intelligence.
• Product Support and Prioritization: Collaborate with the Product team to ensure that distribution needs are prioritized effectively. Support the team in balancing competing demands to maximize product impact and market success.
• Subject Matter Expertise: Serve as an expert in the Fixed Annuity market, providing insights into trends, products, and service. Maintain a deep understanding of the competitive landscape to guide strategic decision-making and support internal and external stakeholders.
• Enterprise Development: Direct and develop business strategies that align with Prudential’s brand image and ethical standards. Ensure all activities comply with relevant regulations and contribute to a positive company reputation.
• Training and Development: Assist in creating and delivering sales training programs for Prudential’s intermediary sales partners focused on the Fixed product portfolio, ensuring they have a keen understanding of Prudential’s key differentiators and overall value proposition.

Senior Account Manager – IMO

• Develop relationships with PCR Partners and educate the Partners on PCR solutions.
• Collaborate with Motorola's product, marketing, and field sales teams to ensure the smooth rollout of promotions and business initiatives.
• Work with PCR Partners to ensure that their staff have taken the appropriate training to deploy Motorola PCR solutions successfully, initiate live product training demonstrations.
• Support Motorola’s PCR sales activities in the assigned territory by helping with creating and nurturing new enablement and marketing opportunities.
• Find and develop new markets and determine the net need with end-users through channel partners and engage the Channel Sales Executives to close the opportunities.
• Support the territory leaders in establishing quarterly and annual sales objectives for the assigned Channel Partners in the territory.
• Track sales activities using lead and project tracking software databases.
• Collaborate with colleagues including Channel Sales Executives, Area Sales Manager(s), Inside Sales, and Sales Engineering.
• Utilize Motorola's proprietary resources and tools to implement effective sales enablement initiatives.

Channel Account Manager

• Develop and obtain approval or adoption of specifying HPS products at end users and engineer firms.
• Manage assigned territory to ensure effective, efficient and economical achievement of sales objectives.
• Conduct sales calls on targeted customers, distributors, consultants, and end users.
• Train distributor personnel to sell and promote Hubbell products.
• Manage distributor relationships including joint sales & marketing promotions, inventory review and quote feedback.
• Service distributors, contractors and end users by generating demand for product.
• Conduct sales training, internal and external, within the territory as directed by Management.
• Conduct formal sales presentations to various groups, distributors and end-users.
• Communicate to various types of end-users in a variety of ways, either by letter, telephone, small group meetings, person to person meetings, Trade Shows and/or business-oriented social functions.
• Service distributors and end-users while creating demand for the Company’s product offering.
• Build rapport and strong relationships with end-users, contractors, distributors and specifying influences.
• Assist with customer requests for literature, catalogs, technical details, drawings, and cross-reference information.
• Act as a liaison between customer and the manufacturing plant for successful resolution product problems.
• Generate monthly report on assigned territory.
• Coordinate invitations, registrations, and marketing fund deductions for shows.
• Qualify sales leads and route for action.
• Demonstrate leadership qualities through exemplary work ethic and selling skills, earning the respect of both customers and peers.
• Acquire superior product and Company policy knowledge and have the ability to communicate this information to distributors and customers.
• Demonstrate excellent time management skills and maintain accurate account records

Territory Manager – Northwest, Rocky Mountain

• Drive Revenue Growth: Own retention, expansion, and Net MRR performance across your portfolio by identifying opportunities to grow customer investment and reduce churn risk.
• Lead Retention and Save Efforts: Confidently manage at-risk situations and cancellation requests by diagnosing the core issue, reinforcing value, and executing thoughtful save strategies.
• Build and Maintain Trusted Relationships: Manage a dedicated portfolio of customer accounts by understanding each customer’s business goals, current challenges, and opportunities for growth.
• Deliver Consultative Recommendations: Translate customer goals, performance data, and Clutch product capabilities into clear recommendations across multiple products that improve account outcomes and support revenue growth.
• Own the Sales Process: Lead expansion and renewal opportunities from discovery through close, including value positioning, objection handling, negotiation, and pricing conversations.
• Develop Account Plans: Use performance data, customer goals, and product adoption signals to identify expansion opportunities, improve account health, and reduce churn risk.
• Accurate Forecasting and Reporting: Maintain clean and accurate records in HubSpot, including account activity, pipeline visibility, renewal opportunities, expansion opportunities, and risk status.
• Collaborate Cross-Functionally: Partner with Customer Success, Product, Marketing, and Revenue leadership to surface customer feedback, improve the customer experience, and advocate for client needs.

• Drive sales opportunities direct at the customer to meet or exceed sales and profitability targets
• Develop and execute a Territory Sales Plan in close collaboration with the District Sales Manager
• Drive Opportunity Pipeline development using a market leading CRM
• Lead sales negotiations with technical and procurement departments
• Establish and maintain strategic and key account relationships and Develop new target accounts across the territory in conjunction with the wider commercial team (BSS and FAS)
• Develop and support customers as they move through the clinical pipeline from lab-scale to full process scale solutions
• Execute all aspects of field sales activity to include customer visits, technical presentations, quote preparation and negotiation

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