ProofPilot

Account Manager

• Own a portfolio of sponsor and CRO accounts as the primary relationship owner and point of contact
• Maintain account health and retention
• Build senior-level relationships with clinical operations leaders and study teams
• Advise clients on trial recruitment and operations
• Run regular business reviews to demonstrate value and align on account strategy
• Own escalation and issue resolution in partnership with Customer Success, Support, and Product
• Own revenue and expansion targets for the account portfolio
• Build account plans identifying new studies, sites, or platform modules for existing accounts
• Prospect and qualify new opportunities within existing accounts
• Track and report pipeline generated from existing accounts against quarterly growth targets
• Position new features and platform capabilities based on clients' trial needs
• Lead end-to-end proposal processes for account expansions, including RFP responses and competitive positioning
• Partner with leadership on pricing, packaging, and contract terms
• Negotiate and close renewal and expansion agreements
• Coordinate with Clinical Operations on handoff and kickoff after contract signature
• Collaborate with Sales, Customer Success, Clinical Operations, Marketing, and Product
• Maintain visibility into account structures, goals, and upcoming trials to anticipate needs and identify opportunities

Senior Account Manager

Solutions Engineer

• Develop deep, hands-on mastery of the full platform, including configuration options, workflows, integrations and limits
• Serve as the go-to product resource for internal teams and clients
• Understand client pain points and the operational realities of sponsors, CROs and sites
• Lead structured discovery sessions and identify stated and unstated requirements
• Design tailored solutions that map platform capabilities to study goals
• Build and present customized, story-driven demonstrations for clinical operations leads and executives
• Partner with Sales on RFPs, RFIs, sandbox evaluations, proposals and scoping
• Serve as the technical and operational authority in sales pursuits
• Bring structured client feedback, market trends and competitive insight to Product
• Enable clean, well-documented handoffs to Customer Success and implementation teams
• Create demo environments, use-case libraries, solution templates and internal training materials

Director, Solutions Consultant

Business Development Rep

• Prospect into target pharmaceutical and biotech accounts using phone, email, LinkedIn, and conference follow-up
• Research and identify decision-makers across clinical operations, feasibility, patient recruitment, digital health innovation, and medical affairs
• Conduct high-volume personalized outreach campaigns aligned with marketing initiatives and industry events
• Leverage account-based strategies to penetrate pharmaceutical and emerging biotech organizations
• Qualify inbound leads from marketing programs, webinars, conferences, and website inquiries
• Conduct discovery calls to uncover feasibility forecasting, patient recruitment and retention, site engagement, and protocol execution pain points
• Assess organizational fit, budget authority, timeline, and technology stack
• Execute structured discovery conversations about recruitment workflows, site training models, and patient engagement challenges
• Map sponsor pain points to ProofPilot's feasibility, awareness, recruitment, retention, and site support solutions
• Articulate ProofPilot's differentiated value proposition, including white-label branding, end-to-end platform capabilities, patient and site journey visibility, and GxP compliance
• Schedule qualified product demos and discovery meetings for Account Executives
• Maintain accurate records in HubSpot CRM
• Achieve 5+ net new qualified meetings with ideal customer profiles per month
• Partner with Marketing on campaigns, messaging, and event follow-up
• Provide field feedback on messaging effectiveness, objections, competitive signals, and market trends
• Collaborate with Sales leadership to refine customer profiles, qualification criteria, and prospecting playbooks

Senior Account Manager

Director, Solutions Consultant

Business Development Representative, Clinical Trial SaaS