Account Manager

• Own critical customer escalations from intake through customer stabilization
• Triage incoming escalations, assess severity levels, and determine engagement and response plans
• Lead cross-functional resolution teams across Technical Support, Product Management, R&D, Customer Success, Services, and Sales
• Coordinate resolution activities for complex customer issues spanning multiple products, technologies, business units, and support organizations
• Deliver executive-level status updates and escalation communications to internal stakeholders and customer leadership
• Maintain escalation records, action plans, and status reporting in established systems and processes
• Conduct post-incident reviews, document root causes, and identify opportunities to improve products, processes, and customer outcomes
• Support development of escalation criteria, critical account pathways, performance metrics, and scalable operational processes for the Critical Account Lead program

Critical Account Lead

• Recruit, interview, and hire a team of Field Marketing Representatives
• Monitor job applications within an ATS, build talent pipelines, generate referrals, and source talent in the field
• Design and run onboarding and training programs covering product knowledge, lead generation techniques, and Jacuzzi standards
• Coach representatives through regular training, store visits, and one-on-ones
• Build schedules and coverage plans to maximize lead generation
• Foster a high-energy, accountable, and positive team culture
• Set and manage KPIs including leads captured, lead quality, demo rate, store coverage, and event performance
• Deliver skills development training and measure training effectiveness through lead volume, quality, and conversion improvements
• Review Field Marketing team performance weekly and turn insights into coaching plans, training topics, event adjustments, and staffing decisions
• Own regional relationships with Big Box vendor locations
• Build relationships with store managers, department leads, and associates
• Manage day-to-day performance of stores in the assigned territory with weekly and monthly lead-generation targets
• Deliver product knowledge training to store associates and department supervisors
• Develop and refresh training content, including in-store demos, talk tracks, leave-behinds, and digital materials
• Identify underperforming stores and create intervention plans involving training, staffing, merchandising, and event support
• Partner with Jacuzzi Sales, Marketing, Operations, and Installation teams to optimize lead conversion and customer experience
• Forecast and budget field activity spend, event costs, and staffing against expected returns
• Drive revenue growth by prioritizing high-ROI stores and events
• Prepare and present weekly, monthly, and quarterly business reviews for internal leadership and vendor counterparts
• Maintain accurate reporting in CRM and lead management systems
• Perform other duties as assigned

Regional Events – Account Manager

• Identify, win, and grow relationships with middle market income property developers, owner operators, and investors
• Originate new business through new and existing client relationships
• Leverage industry contacts and deal experience to identify opportunities for Regions Bank
• Create and manage strategic, long-term relationships with client decision makers
• Participate in client meetings, client planning sessions, and product partner meetings
• Guide transaction processes from initial engagement through final close, including deal structure, financial modeling, internal approval/compliance processes, and documentation
• Cross-sell the bank’s products and services through partnerships with key product, credit, corporate, and commercial banking geography partners
• Communicate and interact with client team members across the bank and with internal partners and product areas

Market Real Estate Relationship Manager – Georgia/Carolinas

• Own and execute a territory growth plan based on each firm's book of business, market opportunity, and potential for new relationships
• Build relationships with RIA firms, branches, and advisors, serving as a trusted partner and knowledgeable resource on the Adhesion platform
• Create and pursue new business opportunities by identifying decision makers, building relationships, and advancing opportunities through asset onboarding
• Identify and close opportunities to increase wallet share through outside assets, broader platform adoption, and additional outsourcing options
• Lead consultative conversations promoting Adhesion value-add services, including tax management, tax transition, AssetMark’s Direct Indexes, manager platform additions, and OCIO+ programs
• Maintain familiarity with the industry, trends, and solutions that enhance Adhesion's platform and offering to advisors
• Protect and grow the existing book of business by identifying retention risks, strengthening relationships, and staying close to client needs
• Spend 50% plus of activity proactively, with 50% plus in-territory travel, in-person meetings, and electronic client interfaces including video calls, email campaigns, and phone campaigns
• Forecast results, maintain a forward-looking pipeline, and deliver against sales goals
• Perform other duties as assigned

Regional Strategic Relationship Manager

• Identify and engage new dealership partners to expand the network and drive growth
• Provide service and consultative support to dealer partners through on-site visits
• Analyze market trends and competitive insights to identify opportunities and guide strategic decisions
• Enhance brand visibility and reputation through targeted outreach and consistent representation
• Visit dealerships daily throughout the assigned territory
• Own and develop the assigned market territory

Dealership Account Manager

• Maintain and increase Shaw’s profitability and market share in the assigned geographic area
• Develop strong relationships with flooring dealer customers through knowledge, service, trust, and integrity
• Implement major market programs and services and place samples to drive business growth
• Make daily sales calls on existing customers, emphasizing hard surface flooring products, samples, displays, adhesive, and related floor products
• Present products to retail dealers, designers, and end-users
• Analyze leads provided by corporate reports
• Sell and construct display racks weighing 50 pounds or more on a regular basis
• Prospect for viable new accounts and monitor activity in the designated geographic area
• Prepare business transaction, sales volume, potential sales, and periodic sales reports
• Communicate sales information, goals, competitive market conditions, and product needs
• Analyze territory sales statistics using computer reports to formulate goals and assist dealers in promoting sales
• Manage travel, entertainment, and sample-budget expenditures
• Enter customer interactions and key information into Salesforce.com
• Sell and promote residential products including Shaw Floors, Anderson Tuftex, and Philly Commercial, and educate customers on these products

Hard Surface Territory Manager

• Act as the primary customer contact for sales demand creation
• Execute marketing strategy and promote Sobi products as directed by the Regional Sales Director
• Provide current and comprehensive clinical knowledge of Sobi products
• Communicate on-label clinical benefits of products
• Achieve territory sales by executing Plan of Action marketing strategies
• Deliver branded sales messages to customers
• Represent Sobi at local meetings
• Achieve or exceed sales targets within the assigned geographic territory
• Represent Sobi products and services to a defined customer base
• Generate and grow sales and promote appropriate use of products to healthcare professionals
• Develop and implement a territory business plan
• Analyze territory sales data weekly to prioritize physician targeting and ensure accurate reporting
• Prepare territory budget plans for customer contacts, local symposia, and external expenditures
• Identify and resolve issues and opportunities and communicate with sales and marketing management
• Report adverse events to Sobi’s Drug Safety department
• Perform administrative functions including reporting call activity and customer information, and submitting expenses
• Travel throughout the assigned territory, including overnight travel

Hematology Clinical Account Manager – Senior

• 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

• Build close, mutually beneficial relationships across the partner ecosystem
• Connect sellers and internal teams to help close deals using a co-sell mindset
• Partner with marketing to execute co-marketing initiatives
• Own partner program metrics and MBOs
• Ensure compliance with certification programs
• Drive cross-functional programs supporting partner success
• Develop training, up-skilling, and incentive plans for partners
• Create strategies for partners that also deploy competing products
• Research and recruit new partners in growth areas such as accounting and consulting
• Ensure partners follow Intapp's deployment methodology
• Help maintain client satisfaction
• Collaborate with partner executives, service leaders, marketing, sales, operations, and product management stakeholders

Partner Manager

• Manage, renew, and foster growth within assigned accounts after transition from the Client Acquisition team
• Drive sustainable, long-term account growth while overseeing renewals with support from Customer Success and Renewals teams
• Develop customized account plans and strategies to optimize customer retention and stimulate account growth
• Identify and pursue expansion opportunities, including upselling and cross-selling
• Collaborate with Customer Success to drive ongoing engagement and solution utilization
• Partner with Renewals Representatives to ensure account retention and negotiate pricing agreements
• Cultivate relationships with key stakeholders to drive engagement and satisfaction
• Monitor customer usage patterns to inform renewal and product expansion strategies
• Implement proactive sales processes to counter competitive threats during renewal negotiations