Account Manager

• Own B2B customer relationships within large and complex healthcare delivery networks
• Serve as the primary liaison with major customers and engage C/D-level clinical and non-clinical stakeholders
• Understand customer needs and priorities and deliver customized value propositions
• Meet or exceed sales objectives within the assigned territory
• Develop, implement, and execute integrated territory business plans for key accounts
• Provide scientific and clinical information about the disease state and approved products
• Deliver clinical brand sales presentations to physicians, APPs, medical staff, and clinic personnel
• Build partnerships with IDNs, academic centers, and key decision-makers
• Identify and engage key influencers and meet customer interaction expectations
• Plan activities to achieve call metrics and optimize customer coverage and frequency
• Understand healthcare delivery systems, physician hierarchies, pharmacy personnel, and clinical nursing staff
• Develop product and competitor knowledge and monitor local and regional market trends
• Analyze trends, identify goals, and create product launch business plans
• Collaborate with sales peers to share best practices and strategies
• Provide feedback on marketing strategy and analyze sales activity and territory performance
• Develop territory plans with the Regional Sales Director, brand team, and support partners
• Manage the territory budget for sales and marketing activities
• Complete administrative tasks and execute brand strategy within the assigned geographic area
• Participate in training and development programs
• Maintain compliance with corporate and industry policies and procedures

Hepatology Account Manager

• Lead and coordinate seller account management activities
• Analyze business metrics and market trends to identify growth and improvement opportunities
• Develop and maintain relationships with key stakeholders
• Oversee compliance with company policies and ethical standards
• Collaborate cross-functionally to deliver customer-focused solutions and business results
• Manage negotiation processes to achieve mutually beneficial outcomes
• Support Walmart Marketplace’s Local Marketplace team in integrating brick-and-mortar retailers onto Walmart.com
• Enable access to local store inventory through same-day pickup and delivery
• Drive strategic account growth, customer satisfaction, and operational excellence

Manager, Strategic Account Management

• Develop and maintain relationships with middle market companies with sales of $50 million or greater within New Jersey
• Generate revenue by developing relationships, generating deal flow and orchestrating a team approach
• Originate new business and coordinate approval and closing of new deals
• Grow assets and revenues while optimizing profitability (ROE)
• Engage borrowers in idea generation and identify opportunities to expand relationships
• Generate new clients, loan production and fee income through cross-sell products
• Monitor portfolio credit quality through financial statement gathering and required reporting
• Analyze financial information and take or recommend corrective actions
• Manage the bank’s risk exposure to acceptable levels
• Monitor industry trends and market conditions affecting the banking group and assigned portfolio
• Perform special projects and additional duties as required
• Adhere to regulatory and compliance policies, standards, and applicable laws
• Complete required compliance training
• Work with product specialists, portfolio managers and operational support specialists while remaining accountable for the relationship

Senior Relationship Manager – Middle Market

• Identify, develop, and qualify leads within the territory through cold-calling, partner-selling, lead-generation campaigns, and social selling
• Gain new business and incremental revenue to meet sales targets
• Retain, manage, and grow the existing customer base
• Consult with customers to identify business challenges and recommend tailored technology solutions
• Coordinate with support partners to educate customers about business solutions
• Establish, build, and maintain relationships with key decision makers
• Present and create multi-product solution opportunities
• Demonstrate and promote wireless, mobility, Cloud, Security, ISP, VoIP, and Google platform solutions
• Track and report progress using sales force automation tools
• Travel within the Piscataway, South Plainfield, Iselin, Woodbridge, Edison, New Jersey territory for customer site visits and in-person meetings
• Primarily work from customer or field locations, with occasional visits to Verizon locations for in-person training and meetings

Senior Account Manager – Business Sales

• Perform offboarding of accounts and review required account documentation
• Find requirements and complete account closure activities
• Review and approve account documentation by confirming distribution plans, approvals, and supporting documents
• Monitor asset and cash transfers, track account activity, and resolve open items
• Conduct research, follow-up, and resolution of complex routine requests
• Identify process risks and opportunities for improvement
• Address quality-review gaps and escalate risks or improvement opportunities
• Respond to moderately complex client inquiries via multiple channels
• Provide client teams with updates on request status, outstanding requirements, and completion outcomes
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
• Provide quality operations support to internal business partners and external clients
• Assist in training less experienced team members

Account Management Ops Analyst – Private Bank Offboarding

• Coordinate and manage team workflow across various systems to ensure daily processes are completed accurately and deliverables are met
• Oversee fee setup, billing calculations, invoice distribution, payment processing, and revenue collection activities
• Provide day-to-day training and coaching to team members
• Address employee inquiries and escalations, guiding associates through billing exceptions, payment variances, and complex processing issues
• Monitor team service levels, volumes, performance metrics, billing, receivable, commission, and payment activity
• Conduct quality assurance reviews and provide routine supervisory manager approvals
• Research complex operational and client requests, issues, and escalations to identify root causes and assist with remediation
• Support risk management and audit processes, including issue identification, mitigation strategies, and exam preparation
• Coordinate invoice, revenue, receivable, and commission activities across business partners and support teams
• Identify and recommend process improvements and risk mitigation opportunities to senior management

Account Management Ops Team Lead

• Develop and execute a market-driven growth strategy focused on acquiring and expanding relationships with Emerging Middle Market companies throughout New Jersey
• Build and maintain trusted advisor relationships with CEOs, CFOs, business owners, private equity sponsors, and other key decisionmakers
• Generate new business opportunities through prospecting, referral networks, centers of influence, industry associations, and community engagement
• Structure and deliver commercial banking solutions including cash flow lending, treasury management, commercial real estate financing, and other strategic banking products
• Lead relationship planning efforts and coordinate internal partners to deliver comprehensive client solutions
• Leverage Wells Fargo’s full capabilities to help clients achieve growth, capital, and operational objectives
• Maintain strong pipeline management and sales discipline to drive consistent business development activity and revenue growth
• Provide market insight and client intelligence to support strategic initiatives across the Commercial Bank
• Represent Wells Fargo throughout the New Jersey business community and serve as a visible ambassador of the franchise
• Execute applicable credit, market, financial crimes, operational, regulatory compliance, and other risk programs and obligations
• Follow Wells Fargo policies and procedures, escalate and remediate issues, and make sound risk decisions

Commercial Banking Relationship Manager – Emerging Middle Market

• Perform offboarding of accounts and review required account documentation by finding requirements and completing account closure activities
• Review and approve required account documentation by confirming distribution plans, needed approvals, and supporting documents before asset or cash movement
• Research, follow up on, and resolve more complex routine requests by monitoring asset and cash transfers, tracking account activity, and resolving open items through completion
• Identify risks and process-improvement opportunities through quality review; address gaps and escalate risks or opportunities
• Respond to moderately complex client inquiries via multiple channels and provide client teams with updates on request status, outstanding requirements, and completion outcomes
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
• Provide quality service and operations support to internal business partners and external clients
• Assist in training less experienced team members

• Perform onboarding and maintenance of accounts and review required account documentation
• Validate documentation, complete account openings or updates, and determine requirements
• Review and approve documentation; obtain legal review or approved exceptions when needed
• Research, follow up on, and resolve complex routine requests
• Monitor asset and cash transfers and complete final request reviews
• Respond to client inquiries via multiple channels and provide status updates
• Return items for missing information and confirm completion of account requests
• Execute control reports, store required evidence, perform quality reviews, and correct defects
• Ensure accounts are opened or updated accurately
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
• Provide operations support to internal partners and external clients
• Assist in training less experienced team members

Account Management Operations Analyst – Private Bank Onboarding, Maintenance

• Coordinate and manage team workflow across various systems to ensure daily processes are completed accurately and deliverables are met
• Oversee fee setup, billing calculations, invoice distribution, payment processing, and revenue collection activities
• Provide day-to-day training and coaching to team members
• Address employee inquiries and escalations by guiding associates through billing exceptions, payment variances, and complex processing issues
• Monitor team service levels, volume, performance metrics, billing, receivables, commission, and payment activity
• Conduct quality assurance reviews and provide routine supervisory manager approvals
• Research complex operational and client requests, issues, and escalations to identify root causes and support remediation
• Support risk management and audit processes, including issue identification, mitigation strategies, and exam preparation
• Coordinate invoice, revenue, receivable, and commission activities across business partners and support teams
• Identify and recommend process improvements and risk mitigation opportunities to senior management