Account Manager

• Drive sales for Genius® and other Global Payments solutions to small and mid-sized businesses across restaurant, retail, and service industries
• Co-sell alongside branches, run live demos, and close high-value merchant accounts
• Own and manage a consistent pipeline through field prospecting, digital outreach, and local networking
• Deliver consultative, value-based presentations in-person and virtually
• Collaborate with the District Manager to identify new opportunities, set appointments, and close sales within a short cycle
• Maintain accurate pipeline and activity tracking in Atlas and Salesforce, including call notes, follow-ups, and client communications
• Maintain bank and credit union partnerships and bring modern POS and payments solutions to business clients

Financial Institution Relationship Manager

• Support account management activities for strategic Verizon customer initiatives and programs
• Partner with senior account leadership to learn customer operations, relationship management, and sales strategy execution within the Verizon ecosystem
• Lead project management initiatives including customer communications, internal coordination, reporting, account updates, and follow-up activities
• Identify opportunities to support revenue growth, customer engagement, and operational alignment
• Collaborate cross-functionally with Sales, Operations, Program Management, Supply Chain, and Customer Support teams
• Participate in customer meetings, business reviews, and onsite engagement activities as needed
• Develop a strong understanding of telecommunications, infrastructure, connectivity, and customer solution environments
• Support pipeline tracking, CRM updates, forecasting activities, and account documentation
• Travel up to 50% to support customer engagement activities

• Partner with clients and internal teams to understand business objectives and develop strategic advertising solutions across Hearst Magazines' brands and products
• Collaborate with Sales, Marketing, Research, and external partners on RFP development, pre-sale strategy, and customized advertising programs
• Build media plans that achieve client KPIs, maximize revenue opportunities, maintain profitability, and align with business guidelines
• Manage campaign execution from sale through launch across media plans, insertion orders, order management systems, and client requirements
• Lead campaign kickoffs, coordinate timelines, manage creative assets, and communicate campaign objectives to post-sale teams
• Monitor campaign delivery and performance and implement optimizations and process revisions
• Analyze campaign results, contribute to wrap reports, identify renewal and upsell opportunities, and provide strategic recommendations
• Serve as a trusted advisor for assigned accounts and identify opportunities to improve workflows and client experiences

• Sell MRO (maintenance, repair and operations) supplies and other products to an established portfolio of multi-family housing customers
• Maintain and drive sales across Stockton, Tracy, Lodi, CA and surrounding areas
• Drive profitable sales growth by prospecting new accounts, retaining existing accounts, and expanding opportunities with current customers
• Develop and maintain strong sales relationships with key decision makers and influencers
• Manage sales volume with existing customers while prospecting and acquiring new customers
• Develop and implement plans to expand business presence in the assigned area
• Share market insights and competitor information throughout the organization
• Collaborate with leadership to analyze market trends and customer needs and develop sales strategies
• Attend monthly business meetings, local trade shows, and regional or national activities as necessary
• Resolve missing/incomplete information and inconsistencies/anomalies in complex research/data
• Provide general guidance or train junior-level support or professional personnel
• Travel overnight less than 10% of the time

Field Account Representative – Multi-Family

• Maintain and drive Maintenance, Repair, and Operations (MRO) sales for an established portfolio of public sector customers
• Prospect new accounts, retain existing accounts, and expand opportunities with current customers to meet yearly sales goals
• Develop and maintain strong sales relationships with key decision makers and influencers
• Manage sales volume with existing customers while acquiring new customers
• Develop and implement plans to expand business presence in the assigned area
• Share market insights and competitor information throughout the organization
• Collaborate with leadership to analyze market trends and customer needs and develop sales strategies
• Attend monthly business meetings, local trade shows, and regional or national activities as necessary
• Perform consistent day travel in the San Diego-North County territory with infrequent overnight travel
• Analyze and resolve missing/incomplete information and inconsistencies/anomalies in complex research/data
• Provide general guidance or training to junior-level personnel

Field Account Representative – Public Sector

• Promote the full portfolio of priority products with multiple HCP specialties
• Understand the marketplace within the territory and tailor territory strategy to grow and own business outcomes
• Navigate the healthcare environment and payer landscape to impact key stakeholders
• Use business insight tools, data, and analytics to identify trends, priorities, opportunities, and obstacles
• Implement new technologies, including approved AI tools and analytical capabilities
• Identify opportunities to enhance the customer experience
• Use Lilly’s selling, competency, and account management models
• Understand disease state, marketplace, clinical trials, and product labels
• Plan and engage in patient-centered dialogues with customers
• Promote the business-unit portfolio across HCP specialties
• Utilize the Virtual Medical Hub
• Achieve targeted sales and execution metrics while following company policies
• Own customer relationships for product promotion, on-label medical questions, and general market access
• Manage results and performance across HCP and health-system accounts
• Build and maintain internal and external partnerships

Pharmaceutical Sales Representative – Associate Territory Manager, Cardiometabolic Health

• Develop customer relationships that promote growth and retention within strategic accounts
• Guide identified customers through the strategic lifecycle from opportunity and pilot to close won
• Manage the entire customer lifecycle, including initial onboarding, successful renewal, and expansion
• Identify, develop, and close revenue opportunities within assigned strategic accounts
• Manage the pipeline from qualification to close
• Direct pilot cycles to ensure successful completion and rapid scaling across client portfolios
• Maintain trusted relationships with key stakeholders and executive sponsors
• Provide proactive engagement and strategic reporting
• Partner with Product, Sales, and Engineering teams to translate client requirements into scalable solutions
• Provide advanced data analyses and actionable insights to drive customer value and identify new revenue streams
• Maintain detailed, current documentation of client activities, strategic plans, and opportunities in the CRM
• Serve as an escalation point for customers
• Escalate internal issues to the Vice President of Client Success

Strategic Account Manager, I

• Serve as a main point of contact for the Senior Wealth Manager’s client base
• Anticipate client needs and address and resolve client questions and inquiries
• Cultivate deep client relationships through superior service and follow-up
• Prepare information and presentations for prospective and existing client meetings
• Collect financial, investment, and tax-related documents
• Complete financial analyses and create presentation and proposal materials
• Coordinate deployment of investments for new client allocations and portfolio rebalances
• Execute and reconcile trades as directed by the Senior Wealth Manager
• Address client cash management needs
• Maintain knowledge of investment strategies and adhere to allocation and compliance policies
• Schedule prospective and existing client appointments
• Log call and meeting notes and track daily tasks in the relationship management system
• Prepare reports and materials for client reviews
• Travel for client meetings as needed

Vice President, Client Relationship Manager

• Own the strategy and long-term plan for data supply, including sourcing, suppliers, terms, and downstream demand
• Source and qualify proprietary data holders and own the inbound and outbound funnel end-to-end
• Define and execute qualification standards with Research, GTM, Delivery, and Legal
• Match opportunities to appropriate commercial structures and make the business case
• Lead executive-level negotiations, including business terms and critical legal terms such as sublicensing
• Manage partnerships through activation, development, sale, and renewal
• Establish qualification gates, pricing frameworks, standard agreements, operating standards, and function metrics
• Hire and develop a small team as the business scales
• Advise leadership on market availability, valuation, competing bidders, and strategic focus
• Build the data partnerships function from zero to one and carry partner relationships beyond signature

Director, Data Partnerships

• Own and nurture customer relationships in a team-based selling model
• Educate customers on ordering platforms and provide menu consultations, product recommendations, and pricing strategies
• Sell to customers, increase case growth, and acquire new business
• Deliver impactful sales presentations and tailor sales approaches to individual customers
• Manage time and territory effectively
• Collaborate with Specialists on penetration opportunities and new account openings
• Work with marketing, supply chain, and customer service to ensure seamless product delivery
• Identify prospective customers using market intelligence databases, business directories, existing-client leads, organizations, clubs, trade shows, and conferences
• Manage deliveries according to the transportation department’s routing schedule
• Troubleshoot delivery mis-picks, short loads, stock-outs, and other order-process issues
• Monitor market conditions, product innovations, and competitors’ products, prices, and sales
• Share market and competitive information with customers as a value-added service
• Conduct regular customer check-ins, site visits, and follow-ups
• Work daily outside the office in the assigned territory and visit customers in variable weather and temperature conditions
• No direct reports