Account Specialist

• Manage and oversee key client accounts to ensure strategic alignment and overall satisfaction
• Develop and implement client account strategies using independent judgment
• Analyze client performance metrics and recommend solutions
• Establish, monitor, and adjust client targets
• Serve as the primary escalation and resolution point for complex client issues
• Engage, train, and consult clients on effective software use
• Lead Quarterly Business Reviews and strategic planning sessions
• Identify growth, expansion, and service-delivery improvement opportunities
• Collaborate with senior management on service offerings and operational improvements
• Lead client presentations, proposals, and contract renewals
• Monitor market trends and customer insights
• Promote new services and products
• Provide account-performance and client-health reports and insights
• Represent Sarnova’s values and perform additional assigned duties

Remote Account Specialist managing healthcare client accounts for Sarnova

Remote Account Specialist managing healthcare client accounts for Sarnova, a partner serving those who save and improve patients’ lives. Driving retention, growth, service quality, and customer advocacy.

• Accurately inputs customer data from applications to set up new accounts.
• Manages basic financial operations including redemptions, purchases, exchanges, TIK’s, and account rebalancing.
• Executes retirement plan account transactions in line with IRS standards.
• Begins incoming transfers by dispatching required documents to the custodian.
• Tracks transfer statuses and ensures follow-up until completion.
• Oversees shareholder account updates and manages returned mail.
• Coordinates with broker-dealers or clients to gather missing account information and seek necessary clarifications.
• Connects accounts for rights of accumulation or plans accounts and processes letters of intent.
• Accurately prepares and reconciles check deposits.

Account Services Specialist managing mutual fund client accounts

Account Services Specialist I

Account Services Specialist managing mutual fund client accounts with minimal direct client interaction. Collaborating with internal teams on financial transactions and record-keeping.

• Responsible for working with various areas within Wealth Management and Operations to successfully fulfill new account opening requests for banking deposit accounts and trust and investment accounts
• Acts as the primary internal contact and owns the process from initiation to account funding
• Monitoring of various stages within the account opening process, understanding Service Level Agreements
• Taking ownership over communication and follow up with local Advisors and support staff
• Coordinates activities with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner
• Resolves issues relating to missing or conflicting information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers and operations staff, where applicable

Private Wealth Management Account Opening Specialist at U.S. Bank fulfilling account requests

New Account Specialist

Private Wealth Management Account Opening Specialist responsible for fulfilling new account opening requests. Collaborating with various departments in Wealth Management at U.S. Bank to ensure timely and accurate implementations.

• Manage a high volume of outbound and inbound renewal sales calls in a timely and professional manner.
• Follow established communication scripts while applying critical thinking and sound judgment.
• Actively listen to identify customer needs, clarify information, research issues, and provide appropriate solutions or alternatives.
• Meet and exceed individual and team sales goals and performance metrics.

Account Renewal Specialist supporting clients to ensure compliance with regulations

Account Renewal Specialist

Account Renewal Specialist ensuring client retention and satisfaction in a fully remote role. Working with clients on compliance support for FDA regulations in a mission-driven team.

• Drive customer engagement and sales performance through effective in-person interactions across rare cardiac accounts.
• Build strong, compliant relationships with cardiology HCPs, multidisciplinary care teams, and office staff across assigned accounts.
• Deliver approved promotional and disease-state messaging to support appropriate Rare Cardiac product use.
• Leverage product, disease, and market knowledge to identify opportunities, prioritize accounts, and support patient finding and referral pathways.
• Support patient access by providing information on prior authorization requirements, reimbursement support, hubs, and co-pay resources as applicable.
• Collaborate with cross-functional partners to address customer needs, remove access barriers, and advance Rare Cardiac business objectives.
• Use digital tools and insights to plan, execute, and optimize Rare Cardiac territory activities.

Senior Health & Science Specialist in Rare Cardiac contributing to patient access and care consistency.

Cardiac Account Specialist, Rare Cardiac

Senior Health & Science Specialist responsible for driving sales of Rare Cardiac products. Building compliant relationships with healthcare providers to support patient care and access.

• Acts as primary point of contact for identified customers and builds strong, collaborative relationships
• Understands key elements of the business agreement with each customer
• Develops and executes account plans capturing the product, color and services needs of the customer
• Understands and accurately communicates the values and benefits of Axalta product, color, and services
• Understands and engages the appropriate resources to meet the unique needs of each customer
• Maintains an organized communication approach with a regular customer call schedule and clearly documents customer interactions in SalesForce (SFDC)
• Follows-up on issues in a timely manner and identifies and advises on process improvements to alleviate roadblocks facing the customer
• Effectively prioritize tasks and contributes to regional team’s expected results for revenue, profitability, customer retention, and distributor management with a high sense of urgency
• Provides support on standard operating procedures (SOP’s) and ensures customer is aware of education and support available through Axalta Training Classes and Local Performance Groups
• Leads paint conversion efforts and solicits distribution resources to support the customer
• Maintains accurate account information and contact data in SalesForce (SFDC)
• Utilizes appropriate technological resources (SharePoint, Salesforce, MSOffice, etc.) to further individual productivity and enhance communication with co-workers and customers

Account Specialist maintaining customer relationships in the coatings industry.

Account Specialist maintaining strong customer satisfaction and long-term retention within Axalta’s coatings market. Fostering customer success through effective management and communication of business needs.

• Engage Hematologists and other key Oncology customers and deliver clinically focused selling messages to support our Multiple Myeloma bispecific antibody, to grow brand share and revenue and to deliver product goals
• Facilitate partnership with multiple collaboration partners; Regional Director, Nurse Educator, Key Account Manager, Territory-based Oncology Account Specialists, and Reimbursement Specialists to proactively resolve customer needs, identify market dynamics and trends, and develop strategies which support brand and corporate objectives in assigned territory
• Develop strong working relationships with aligned designated accounts and specialists
• Execute market profiling activities to ensure a deep understanding of regional and local health care delivery, influencers and payer systems
• Proactively identify business opportunities with assigned accounts and leads appropriate coordination of effort by the Regeneron Oncology account team, e.g. supports contracting pull-through with accounts
• Develop a breadth of relationships within each account to ensure an understanding of each account’s objectives, goals, and challenges and identifies approved Regeneron Oncology resources that are aligned to the customer’s needs
• Demonstrates dedication to compliance through understanding regulations and policies that govern customer interactions and consistent focus on ensuring compliance with them.

Hematology Oncology Account Specialist engaging key customers and driving product goals

Medical Account Specialist II – Hematology

Hematology Oncology Account Specialist engaging key customers to grow brand share and revenue. Collaborating with various stakeholders to ensure compliance and deliverables in the Oncology field.

Account Specialist jobs in Ohio

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Account Specialist

Account Services Specialist I

New Account Specialist

Account Renewal Specialist

Cardiac Account Specialist, Rare Cardiac

Account Specialist

Medical Account Specialist II – Hematology