Account Executive

• Connect with existing Breezeway clients to uncover challenges that could be solved by additional Breezeway products.
• Schedule and conduct online product demonstrations and webinars.
• Partner with Sales and Client Experience to determine a strategic sales approach, and identify and land key opportunities within our existing client base.
• Strengthen client relationships with ongoing communication and new solutions.
• Leverage HubSpot (our CRM) to manage all sales activities.
• Understand the competitive landscape and determine how to best position Breezeway in the market.

Account Executive – Expansion

Account 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

• Delivers sales quota commitments across all metrics during each period of performance.
• Demonstrates an advanced level of subject matter expertise and employs consultative-selling techniques to identify and advance opportunities.
• Builds strong relationships across the customer organization, including engaging at C-level and mapping the HP executive team in meaningful ways.
• Engages strategically with partners as part of the federal ecosystem, developing value-based relationships in joint go-to-market strategies where that drives advantage.
• Manages CRM platform - enters and maintains quality data across all opportunities, from early sales-stage through closing and deployment. Will develop a full working knowledge of the CRM tool, leveraging it weekly to update and add per opportunity progression.
• Conducts regular strategic business reviews with key clients, assessing their long-term goals, gathering feedback, and proactively identifying areas for improvement.

Federal Systems Integrator Account Manager

Federal System Integrator – Account Manager

• Account management and some marketing for assigned clients
• Coordinate all aspects of renewal marketing process with client
• Prepare account specifications, negotiate pricing and finalize policy conditions.
• Help coordinate invoicing and preparing of certificates and evidence of insurance.
• Prepare account proposals for presentation.
• Explain and clarify coverage forms to clients.
• Manage account services, coordinate and direct the activities.
• Expand existing accounts by developing offering new lines of coverage .

Account Manager, Commercial Lines – Small Business

• Lead Medline’s sales efforts within major accounts
• Develop and execute a vision and account strategy aimed at long-term profitable growth
• Create and develop consultative relationships with key decision makers
• Collaborate with Medline Field Sales team to promote sales goals
• Responsible for developing sales presentations and Requests for Proposal (RFP’s) for contracts

Strategic Accounts Executive – Ambulatory Surgery Center

Sales

• Own the regional number: Deliver against monthly and quarterly revenue quotas for Northern California
• Forecast accuracy: Submit a weekly rolling 30/60/90-day forecast to the Head of Sales with variance commentary.
• Pipeline coverage: Maintain 3x pipeline coverage relative to monthly quota across the team.
• Multi-brand mix: Hit revenue and case targets across the full Nabis brand portfolio, not just the priority SKU.
• Coach in the field: Conduct at least one ride-along per rep per week; deliver written coaching notes and develop reps to quota.
• Performance management: Run weekly 1:1s, monthly scorecards, and a formal 30/60/90 evaluation on every new hire. Document and act on underperformance within 60 days.
• Retention: Keep voluntary regrettable rep attrition below 10% annualized.
• Territory design: Build and maintain a written territory plan for each rep with named target accounts, route cadence, and quota.
• Top accounts: Personally own and grow the top 10 accounts in the region; conduct quarterly business reviews with each.
• New business: Drive net-new account acquisition and reactivate dormant accounts in partnership with the inside sales team.
• Field cadence: Ensure every rep is making a minimum of 25 in-person account visits per week with documented call notes in CRM.
• Brand partners: Serve as the regional point of contact for brand partners; coordinate ride-alongs, demo days, and market activations.
• Cross-sell: Drive multi-brand penetration across the portfolio — partner with brand and marketing on regional sell-in campaigns.
• CRM discipline: Enforce daily CRM logging — visits, orders, samples, next steps — by every rep.

Regional Sales Manager

• Build and maintain relationships with stakeholders across assigned accounts
• Develop and execute account plans
• Present customer-focused solution recommendations
• Identify and pursue new business opportunities
• Collaborate closely with internal partners
• Apply thoughtful pricing strategies
• Monitor industry trends and competitive activity
• Maintain accurate documentation in CRM systems

Analytical Sales Representative

• Own revenue growth within an assigned territory through a combination of customer expansion, cross-sell, upsell, and new customer acquisition activities.
• Manage a defined portfolio of existing customers, identifying opportunities to increase product adoption, expand solution utilization, and drive incremental ARR.
• Develop and execute territory plans that prioritize high-potential accounts, market opportunities, and strategic growth initiatives.
• Build and maintain relationships with key stakeholders across schools, districts, and educational organizations, including decision-makers and influencers.
• Identify, qualify, and develop opportunities within prospective, low-spend, and dormant accounts.
• Execute proactive prospecting strategies through phone, email, social selling, events, referrals, and targeted outreach campaigns.
• Partner with Marketing and SDR teams to effectively engage inbound and marketing-generated leads.
• Create and maintain a healthy pipeline that consistently supports achievement of quarterly and annual bookings targets.
• Manage opportunities throughout the entire sales cycle, from discovery through proposal, negotiation, and close.
• Utilize the MEDDPICC framework to qualify opportunities, understand customer priorities, and advance deals effectively.
• Deliver compelling presentations, demonstrations, business cases, and proposals that align Everway solutions with customer objectives.
• Forecast accurately and maintain visibility into opportunity progression, risks, and growth potential.
• Collaborate with Finance, Legal, Product, Customer Success, and Implementation teams to support successful deal execution and customer outcomes.
• Develop multi-threaded relationships within accounts to expand influence, strengthen retention, and uncover future growth opportunities.
• Serve as a trusted advisor by understanding customer goals, challenges, budget cycles, and strategic priorities.
• Support customer retention efforts by partnering with Customer Success and Renewal teams to ensure a seamless customer experience.
• Capture and communicate customer feedback, market intelligence, and competitive insights to internal stakeholders.
• Achieve and exceed quarterly and annual revenue, pipeline, and activity targets.
• Maintain accurate opportunity, account, and forecasting data within Salesforce.
• Monitor pipeline health, territory performance, and customer engagement metrics to inform business decisions.
• Participate in industry conferences, customer events, webinars, and networking opportunities to increase Everway's visibility and strengthen market presence.

Sales Executive

• Driving sales growth within assigned district
• Building strong relationships with existing accounts by providing product knowledge, training, and support
• Identifying and developing new opportunities, dedicating approximately 20% of time to driving new account growth
• Conducting needs-based conversations with current customers, ensuring a smooth and consultative sales process
• Promoting attendance at educational events and seminars
• Engaging with both existing and new accounts through calls, emails, and other touch points

Inside Sales Representative

• Translate company and departmental strategies into clear operational priorities, performance expectations, and execution plans.
• Design, implement, and continuously improve operational processes, workflows, and governance models to improve efficiency, quality, and client outcomes.
• Establish and monitor key performance indicators (KPIs), service‑level expectations, and operational benchmarks; analyze trends and drive data‑informed improvements.
• Serve as a senior escalation point for complex operational and cross‑functional issues impacting client service delivery.
• Partner cross‑functionally to align operational capabilities with client needs, product evolution, regulatory requirements, and business growth.
• Lead and sponsor company and department‑level initiatives focused on standardization, automation, risk mitigation, and operational maturity.
• Provide executive‑level operational reporting and insights to senior leadership, highlighting performance, risks, and opportunities.
• Promote operational discipline, data literacy, and change management practices across Customer Success teams.
• Represent Customer Success Operations in enterprise forums, governance bodies, and cross‑functional leadership discussions.
• Provide operational leadership and strategic oversight for Customer Success Operations, ensuring consistent, scalable service delivery across client segments and teams.

Director, Account Management Operations

• Gain process knowledge in order to support onboarding and training initiatives
• Develop and maintain training processes for internal team members
• Works closely with other business teams to manage onboarding items, provide training sessions, and create as well as maintain work instructions and procedures put in place for internal and external teams
• Supports the design and development of training programs aligned to organizational goals
• Delivers effective training sessions and workshops for employees
• Evaluates training effectiveness and recommends improvements based on feedback and assessments
• Partners with subject matter experts and stakeholders to develop training content
• Maintains accurate training records and documentation in compliance with policies
• Provides timely support to employees during and after training
• Assists with training strategies that support employee growth and performance
• Analyzes training data and prepares summary reports for management
• Keeps current on training and development best practices and recommends enhancements

Training Analyst, Sales and Client Management

• Develop and execute a strategic territory plan, including setting annual sales targets and activity goals.
• Deliver customized presentations to brokers and prospective clients, highlighting Ameriflex products and services to meet customer needs.
• Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base.
• Maintain a thorough understanding of Ameriflex products, services, and overall sales strategies, effectively communicating these to brokers and clients.
• Proactively identify new business opportunities by developing relationships with brokers and prospective clients.
• Monitor and track sales performance to meet or exceed annual revenue goals and product targets.
• Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies.
• Accurately document sales activities and client interactions using Salesforce, ensuring detailed and up-to-date records.
• Manage existing broker relationships to ensure satisfaction and uncover opportunities for growth.
• Attend regional conferences, industry events, and marketing meetings to stay connected with industry trends and network with potential clients.
• Act as a primary point of contact for brokers and clients, providing timely and professional support.
• Work closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs.
• Provide feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes.
• Maintain proper business etiquette and professionalism in all communications, including email, phone calls, and in-person meetings.

Regional Sales Manager – Northwest

• 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

• Handle inbound and outbound sales calls every day with urgency, care and expertise in order to convert potential customers into subscribers.
• Properly utilize the provided hardware and software such as laptops, headsets, Salesforce CRM, Microsoft applications, and Five9 adapter to properly document sales calls and activities.
• Generously listen, seek solutions, establish value, make a strong recommendation, and overcome objections as part of every sales process to achieve sales goals and best protect our customers.
• Exhibit a high standard of personal and professional ethics while simultaneously achieving excellent results and performing to levels of reward, recognition, and promotion.
• Enact a strong work ethic to complete or exceed handling of least 75 Sales calls in an 8.5 hour shift.
• Flexibility to work weekends, evenings, and holidays as required.

Sales Representative

• Develop and execute a multi-year strategic account plan for the DOE ecosystem, including national labs, program offices, and prime contractors
• Identify, qualify, and pursue high-value opportunities aligned with DOE priorities (e.g., clean energy, grid modernization, nuclear, critical materials)
• Increase revenue, pipeline expansion, and market penetration across assigned accounts
• Build and maintain strong relationships with key DOE stakeholders, including senior leadership, program managers, and technical influencers
• Establish trusted advisor status by understanding mission objectives, funding priorities, and operational challenges
• Lead executive engagement strategies and facilitate high-level business reviews
• Lead opportunity identification, pursuit, and closure strategies across federal procurement channels
• Navigate complex government acquisition processes, including IDIQs, GWACs, OTAs, and contract vehicles
• Collaborate with capture teams and partners to develop winning proposals and differentiated value propositions
• Coordinate internal resources across sales, engineering, marketing, and services teams to deliver integrated solutions
• Lead account teams to ensure alignment on strategy, execution, and customer engagement
• Collaborate with product management to align solutions with DOE-specific use cases and requirements
• Maintain knowledge of DOE programs, funding streams (e.g., ARPA-E, Office of Clean Energy Demonstrations), and policy trends
• Track competitive landscape and provide actionable insights to leadership
• Represent Rockwell at industry events, conferences, and DOE-related forums

Strategic Account Manager – Department of Energy

• Develop and execute sales strategies aligned with the 1HMX five-year growth plan, ensuring annual revenue, bookings, and margin targets are consistently achieved.
• Build and manage a global sales pipeline with measurable KPIs for forecasting accuracy and performance management.
• Expand penetration into targeted vertical markets, identifying and closing high-value OEM and Tier 1 opportunities.
• Lead the development of go-to-market strategies to expand into new geographies and adjacent technology segments.
• Cultivate executive-level relationships with C-suite and decision makers at major OEMs, integrators, and strategic partners.
• Build, mentor, and scale a high-performance global sales organization, instilling a culture of accountability, customer focus, and continuous improvement.
• Establish sales training programs to strengthen consultative and solution-selling capabilities.
• Collaborate with Marketing to refine value propositions, branding, and lead-generation campaigns.
• Provide customer and market intelligence to influence product development and strategic planning.

Director of Sales – Industrial

• Develop and execute sales strategies aligned with the 1HMX five-year growth plan
• Build and manage a global sales pipeline with measurable KPIs for forecasting accuracy and performance management
• Expand penetration into targeted vertical markets
• Lead the development of go-to-market strategies to expand into new geographies and adjacent technology segments
• Cultivate executive-level relationships with C-suite and decision makers
• Serve as a trusted advisor to customers
• Build, mentor, and scale a high-performance global sales organization
• Collaborate with Marketing to refine value propositions and branding
• Partner with Engineering and Operations to ensure customer requirements are met
• Own accurate forecasting, pipeline management, and reporting of sales performance

Director of Sales – Medical

• Own and manage a portfolio of approximately 10 -12 AMCs and neuromuscular specialty centers within an assigned U.S. region, serving as the institutional commercial lead.
• Develop and execute comprehensive account plans for each institution, including formulary strategy, stakeholder mapping, competitive positioning, and patient access pathways.
• Navigate complex institutional buying environments including P&T committees, pharmacy contracting, hospital administration, and infusion center operations.
• Build and maintain deep, trust-based relationships with neurology department heads, treating neurologists, clinical pharmacists, infusion nurses, and medical directors.
• Lead formulary and pathway submissions and P&T committee presentations at targeted institutions, positioning the C5 inhibitor for preferred or unrestricted formulary status.
• Partner with Market Access National and Payer Account Directors to align institutional contracting with broader payer strategy and resolve prior authorization barriers.
• Coordinate with specialty pharmacy partners and Patient Services hub to ensure seamless reimbursement workflows for buy-and-bill infusion products.
• Track formulary status, pull-through metrics, and access barriers across all assigned accounts; escalate systemic issues with data-driven recommendations.
• Identify, develop, and maintain relationships with key opinion leaders (KOLs) in neuromuscular medicine within assigned territory, in coordination with Medical Affairs.
• Represent Regeneron at national and regional neurology congresses (AAN, MGFA), medical education events, and institutional grand rounds as appropriate.
• Maintain detailed CRM records and account intelligence; leverage IQVIA/Symphony Health data for prescriber-level targeting and performance measurement.
• Track and report on KPIs including accounts engaged, formulary inclusions achieved, patient switches, revenue per account, and competitive share of voice.
• Prepare and present quarterly business reviews to the Executive Director, highlighting account progress, barriers, competitive dynamics, and resource needs.
• Contribute to territory realignment recommendations and Year 2 expansion planning based on field-level market intelligence.

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