Account Specialist

• Execute territory business plans to achieve and exceed sales goals
• Develop and maintain relationships with healthcare providers and key stakeholders
• Drive product adoption through customer engagement and education
• Navigate complex patient pathways and support access to therapy
• Partner with Market Access, Strategic Accounts, Patient Services, and Medical teams to optimize customer and patient outcomes
• Support product launch execution, including pre-launch planning and post-launch adoption strategies
• Leverage field insights to inform strategy and improve execution
• Maintain product, disease state, and market knowledge
• Ensure compliance with regulatory and company policies

• Manage the end-to-end documentation process and maintain active Excel trackers for deal pipelines and communications
• Handle administrative, logistical and regulatory workflow correspondence while ensuring compliance with policies and procedures
• Resolve logistical bottlenecks, process delays and compliance issues
• Coordinate the back-office deal lifecycle, including newly issued securities, initial and final settlement and accounting
• Coordinate with internal deal teams, syndicate and operations groups for deal approval, execution and reporting
• Conduct callback verifications for syndicate members and coordinate approval workflows
• Liaise with syndicate banks to confirm fee allocations, expenses and receivables or payables
• Coordinate deal-related wires with syndicate banks and accounting and resolve discrepancies
• Partner with accounting on daily reporting and reserve requirements
• Assist with internal reporting, expense tracking and submission, deal maintenance and setup in the internal CRM system
• Perform special projects as assigned

Commercial Account Specialist – BCM Transaction Execution

• Assess the creditworthiness of retail and commercial customers to determine lending risk
• Analyze personal and corporate financial status, credit history, and other financial information
• Generate financial ratios to determine profitability and liquidity
• Make decisions on credit extensions and credit limits to maximize profitability and minimize credit risks and losses
• Maintain accurate financial background information on current and prospective customers
• Identify, analyze, and improve existing back-end business processes
• Apply process definition, improvement, and design methodologies to improve quality, reduce costs, increase efficiency and productivity, and increase customer satisfaction
• Develop business requirements, functional specifications, process maps, and gap/problem analyses
• Plan and implement quality assurance and compliance processes
• Support training and change-management materials and activities for new processes and procedures
• Use continuous improvement to eliminate waste, automate and digitalize processes, and improve efficiency and effectiveness

Account Specialist jobs in North Carolina

Account Specialist

Commercial Account Specialist – BCM Transaction Execution

Key Account Specialist