Account Manager

• Prioritize health and safety by adhering to safe work practices, policies, and procedures
• Develop new business opportunities with existing and prospective customers, generate leads, and secure Field Services work such as hazardous waste remediation, tank cleaning, and emergency response
• Collaborate with internal sales teams and build strong relationships with local branches to maximize revenue and service delivery
• Meet quarterly and annual revenue targets while maintaining daily awareness of sales activities and results
• Track and manage activities, opportunities, and accounts using CRM tools, leveraging insights to develop strategies and cross-sell services
• Negotiate pricing and contract terms to secure profitable business
• Serve as the primary contact and problem solver for assigned accounts and new business opportunities
• Assist with the collection of invoiced revenue from customers
• Address obstacles promptly and take decisive action to resolve issues
• Cultivate relationships with internal and external stakeholders to achieve program goals and position Clearsite as an indispensable partner

Field Services Account Manager

• Manage and grow a portfolio of US school partnerships
• Build meaningful relationships with school partners
• Generate demand for Zen educators, including teachers and paraprofessionals
• Upsell Zen products and services within the school partner portfolio
• Act as a central point of contact for school partnership stakeholders
• Report key trends and feedback to the Product team
• Communicate daily with newly onboarded educators to place them in daily substitute or long-term roles
• Maintain contact with active educators to provide feedback, ensure satisfaction, and solve problems
• Coach educators and improve their performance in schools

• Own B2B customer relationships across large and complex healthcare delivery networks
• Serve as primary liaison with major customers and engage clinical and non-clinical C/D-level stakeholders
• Understand customer needs and deliver customized value propositions
• Meet or exceed sales objectives within the assigned Central Pennsylvania territory
• Develop, implement, and execute integrated territory business plans for key accounts
• Provide scientific and clinical information on hepatology disease states and approved products
• Deliver clinical brand sales presentations to physicians, APPs, medical staff, and clinic personnel
• Build partnerships with IDNs, academic centers, and key healthcare decision-makers
• Identify and engage key influencers while meeting 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, establish 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

• Build, manage, and grow relationships with key SAP technology and consulting partners
• Drive mutual business success through strategic alliances, joint go-to-market strategies, and partner enablement
• Manage assigned partners and educate them to focus on the right opportunities with the go-to-market team
• Ensure partners are aligned with company objectives and equipped to deliver SAP solutions and services
• Set up and onboard new SAP consulting and technology partners
• Develop and execute partner-growth strategies in key target markets
• Maintain relationships with existing SAP channel partners
• Conduct regular business reviews to evaluate performance, track joint initiatives, and align on future goals
• Act as the primary contact for partner escalations and resolve issues
• Support partners in identifying opportunities, developing sales strategies, and closing deals with sales teams
• Provide partner training and enablement on SAP solutions, implementation best practices, and company services
• Align partner go-to-market strategies with company objectives
• Assist the go-to-market team and partners in the proposal process, including presentations
• Collaborate on joint marketing campaigns, events, and webinars
• Coordinate joint proposals and RFPs with partners
• Work with internal consulting, sales, and technical teams to provide partner resources and support
• Coordinate joint business plans and initiatives between internal teams and external partners

SAP Partner Manager

• Own the defined regional market as the sole Regional Vice President
• Conduct outreach via calls, emails, and networking to secure 10+ meetings per week with business owners
• Use a consultative sales approach to introduce Cogent’s Discovery Process
• Engage business owners and key stakeholders to build regional presence and position Cogent as the go-to business growth partner
• Work with Cogent’s in-office business development team to maximize client-facing appointments
• Drive pipeline growth and close high-value deals
• Prospect, convert, and drive revenue while remaining accountable for market performance
• Complete a minimum of 35 prospect touches per week and secure at least one Discovery commitment weekly

Territory Manager – Regional Vice President of Sales

• Own the defined regional market as the sole Regional Vice President
• Conduct outreach via calls, emails, and networking
• Secure 10+ meetings per week with business owners
• Use a consultative sales approach to introduce Cogent’s Discovery Process
• Engage business owners and key stakeholders to build regional presence and position Cogent as a business-growth partner
• Work with the in-office business development team to maximize client-facing appointments
• Build and manage the sales pipeline
• Close high-value deals
• Prospect, convert prospects, and drive revenue
• Drive a minimum of 35 prospect touches per week
• Secure at least one Discovery commitment weekly

• Manage and grow existing accounts
• Prospect for new business
• Identify growth opportunities within assigned markets
• Meet with existing customers on-site and build relationships
• Plan and schedule activities on Mondays
• Conduct on-site customer visits Tuesday through Friday
• Create effective customer solutions using Uline’s 43,000 products
• Participate in training, mentorship, career development, and department meetings

Sales Account Manager

• Serve as a liaison between Penn National Insurance and agents
• Act as relationship manager for agents, regional underwriting teams, and corporate departments
• Manage commercial lines agency planning and agency management initiatives for assigned agents
• Collaborate with and support Underwriters and RVPs on small business and mid-market renewal decisions and branch initiatives
• Directly underwrite mid-market new business
• Drive profitable commercial lines growth in premium volume and policy count
• Evaluate assigned agents’ strengths and weaknesses and facilitate new business action plans
• Train agents on Penn National Insurance commercial lines products, policies, procedures, and services
• Develop agency forces to pre-qualify, rate, and bind profitable commercial lines business
• Review new business quote requests for acceptability under underwriting authority and company guidelines
• Communicate underwriting decisions, techniques, policy forms, coverages, and risk acceptability
• Document underwriting files, decisions, actions, and follow-up requirements
• Build relationships with agents, underwriting teams, claims teams, and corporate departments
• Evaluate prospective agents and submit written recommendations to the Regional Vice President
• Visit agencies to discuss underwriting matters and develop new business
• Monitor agency growth, profitability, compliance, and company initiatives
• Profile commercial lines books of business and develop profitability plans
• Facilitate agency reviews and implement corrective actions
• Establish account pricing within underwriting authority and company guidelines
• Order and analyze loss control reports, financial reports, MVRs, and other underwriting reports
• Evaluate and secure facultative reinsurance when needed
• Contribute to underwriting policies, procedures, and guidelines
• Provide agency training on programs, products, services, and systems
• Develop annual agency/company marketing plans
• Analyze territory profitability, premium growth, and agency representation
• Apply, compile, manipulate, and analyze data to solve business problems
• Perform other duties assigned by the President-Partners Mutual or Regional Vice President

Senior Commercial Lines Territory Manager

• Manage and drive direct sales into Major Enterprise Accounts
• Create and implement strategic account plans focused on enterprise-wide deployments of Fortinet products and services
• Develop executive relationships with key buyers and influencers in Major Enterprise Accounts
• Leverage executive relationships during the sales process
• Coordinate with internal groups to generate and deliver Contract Bids, Proposals, RFI/RFP Responses, and Statements of Work
• Negotiate terms of business with clients to achieve win/win results and establish ongoing relationships
• Generate Major Enterprise Accounts business opportunities and manage the sales process through closure
• Achieve agreed quarterly sales goals
• Generate a sales pipeline, qualify opportunities, and accurately forecast pipeline

Major Account Manager

• Serve as a liaison between Penn National Insurance and agents
• Manage relationships with agents, regional underwriting teams and corporate departments
• Assess agent strengths and weaknesses and help achieve profitable growth in premium volume and policy count
• Ensure agents understand commercial lines initiatives, products, policies, procedures and services
• Lead commercial lines agency prospecting, planning and agency management initiatives
• Collaborate with and support Underwriters and RVPs on small business and mid-market decisions
• Perform limited direct underwriting of small commercial new business when directed
• Develop agency forces to pre-qualify, rate and bind profitable commercial lines business
• Evaluate prospective agents and submit written recommendations to the Regional Vice President
• Monitor agency results, growth, profitability and compliance with company initiatives, procedures and policies
• Share relevant industry information, ideas, products and competitor philosophy changes
• Conduct ongoing agency prospecting within Eastern PA
• Participate in commercial lines rate reviews
• Make underwriting decisions within assigned authority and promote ease-of-doing-business initiatives
• Profile commercial lines books of business for profitability analysis
• Develop and implement agency profitability plans and action plans
• Facilitate agency reviews and corrective actions with team members
• Provide agency training on programs, products, services and systems
• Develop annual agency/company marketing plans
• Analyze territory profitability, premium growth and agency representation
• Apply, compile, manipulate and analyze data to solve business problems
• Perform other duties assigned by the President-Partners Mutual or Regional Vice President