75 Sales Techniques jobs in Indianapolis
Consultant, Account Management
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Account Management is responsible for cultivating and maintaining on-going customer relationships with an assigned set of customers. Provides new and existing customers with the best possible service and recommendations in relation to billing inquiries, service requests, improvements to internal and external processes, and other areas of opportunity. Provides product service information to customers and identifies upselling opportunities to maintain and increase income streams from customer relationships.
**_Responsibilities_**
+ Oversee assigned Medical Products and Distribution customer(s) as it pertains to supply chain health and general service needs.
+ Actively manage relationships between the customer's supply chain team and internal Cardinal Health teams to ensure flawless service.
+ Pursue, initiate, oversee, and take accountability for driving key initiatives that deepen the customer relationships and drive value for both customer and Cardinal Health.
+ Identify, interpret, and manage customer expectations and requirements through proactive account review, issue resolution, and regular engagement and review of key initiatives.
+ Lead order disruption prevention efforts by partnering closely with customer to identify best courses of action and oversee Cardinal Health execution.
+ Lead resolution of complex or persistent order situations where escalation or unique solutions are required.
+ Review key performance indicators monthly and identify plans for optimization.
+ Build and maintain long-term trusted relationships with customer to support retention and growth of the account
**_Qualifications_**
+ Bachelor's degree or equivalent work experience, preferred
+ 4-6 years professional experience, preferred
+ Direct customer facing experience, preferred
+ Strong communication skills.
+ Strong command of MS Office applications (Excel, PowerPoint, Word and Outlook).
+ Demonstrated ability to work in a fast-paced, collaborative environment.
+ Highly motivated, creative, able to operate effectively within a team.
+ **Must be willing to work EST hours**
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives
+ Completes work independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $66,500 - $99,645
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 9/15/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Account Management Associate - REMOTE
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Job DetailsThe stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills, and location. This position is sales incentive eligible.Optavise, a CNO Financial Group Company, is hiring an Account Management Associate to manage relationships for a large portfolio of small market Optavise Clients. The Associate will operate as the day-to-day contact for the client's decision makers or primary broker contacts. In this capacity the Associate will advocate on the client's behalf and ensure that the client remains successful with their Optavise solution(s). The Associate will be the primary liaison between the client and Optavise Sales and Delivery resources. Key measures of success will be client revenue retention, client revenue add through upsell/cross-sell, engagement with the solution by the client's members and adherence to best practices, and the ability to create client references. This is an opportunity for you to build, trusting customer relationships with a portfolio of clients.As an Account Management Associate your responsibilities will include: Serve as a trusted advisor across client stakeholders and leadership.Understand clients' objectives and ensure relevant delivery resources are aligned.Identify, initiate and/or close new upsell/cross-sell opportunities to align with clients' objectives and drive revenue expansion.Facilitate communication initiatives to meet client engagement and utilization goals.Track that clients' key objectives are being met.Engage clients with reporting resources to provide data, ensuring client engagement with Optavise value.Play a key role internally to confirm the Product Development, Implementation, and Sales teams are kept apprised of any news or developments that warrant their involvement.Implement client retention strategies to minimize loss: address risks swiftly and communicate effectively with sales and leadership appropriately for involvement/mitigation.Lead contract renewal negotiations (typically between $5k - $0k per contract).Maintain revenue base of existing business to meet Optavise goals (typically 100k - 500k)The Account Management Associate position is well-suited for you if you: Built a successful track record of selling to and serving small to mid-market employers.Follow the tenants of Trusted Advisor to clients, including being a critical thinker to foster sound, business-focused decision making.Manage multiple clients and initiatives simultaneously. Stay organized.Demonstrate expertise with sales methodologies and applicable skillsets.Collaborate both with internal and client resources to find solutions.Can be introduced during the initial sales process and make a positive impression with a prospect.Communicate effectively and efficiently in both verbal and written form. Give presentations with ease and confidence to large groups.Quickly learn to use internal systems that support the role.Can travel.Qualified candidates will have: Associate's degree or 4 years of experience with employee benefits account management.2 years of client services or account management experience in the employee benefits/HR domain.1 year of experience managing multiple simultaneous projects or clients.What will set you apart:Bachelor's degree in Sales, Marketing, Business Administration, or 8 years of experience with employee benefits account management.5+ years of client services/account management experience in the employee benefits/HR domain, with a strong preference for benefits technology experience.3+ years of experience managing multiple simultaneous projects or clients.1+ years of experience with revenue responsibility (sales or inside sales.The Company offers the following benefits for this position, subject to applicable eligibility requirements:medical insurancedental insurancevision insurance401(k) retirement plan with company matchshort-term & long-term disability insurancePaid time-off and corporate holidays,paid parental leavecompany paid life insuranceClick on this link for additional information.CNO embraces flexibility and encourages you to work where you're most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office. Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours. All associates may be asked to travel to varying corporate offices periodically. Work cannot be performed from outside of the United States.Optavise is a trusted benefits partner for business owners and human resources professionals who work hard to build and maintain a healthy, happy workforce.Through Optavise's cohesive suite of products and services, we guide employers and employees through their healthcare choices to help reduce costs and increase benefits engagement. We streamline administration for employers and educate employees about benefits and care options, making it easy for them to choose and use their benefits wisely. Optavise provides a first-of-its-kind benefits solution, including:Benefits administration technology for a streamlined enrollment processCustomizable selection of voluntary benefits that employees want and needYear-round benefits education, communications and advocacy to inform and empower employees to become better healthcare consumersExpert resources, helping employees maximize their benefits and make more informed choices for themselves and their family members. Our goal is to help people make good healthcare decisions. By simplifying administration and making benefits easier to understand, we help drive employee engagement and satisfaction, and save employers time and money.Optavise is the worksite marketing brand of CNO Financial Group. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than 35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee.At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.CompensationPay Range: 65,700.00 - 98,500.00 AnnualWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Senior Director Clinical Account Management - Remote
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**Job Posting Title**
Senior Director Clinical Account Management - Remote
**Job Description**
The Sr Director of Clinical Account Management is responsible for providing strategic and operational leadership to a team of account executives and is accountable for the satisfaction and retention of assigned clients. This position collaborates across functions to ensure strategic alignment and execution of Prime, and assigned client priorities.
**Responsibilities**
+ Provide strategic and operational leadership to the account executive function; serve as point of escalation and accountable leader for issue resolution across clients.
+ Establish processes and tracking methodologies to monitor performance against contracts and prevent repeat issues in the future; develop and document standard operating procedures, reporting requirements, other operational activities required to serve our clients in a consistent and efficient manner.
+ Collaborate with the cross functional teams throughout the organization and maintain direct relationships with clients, specifically with the senior leadership; develop a consultative, service-oriented partnership with the client in order to maximize client satisfaction, contract renewals and the adoption of new or expanded use of Prime's products and services; build and maintain relationships with key client stakeholders and provide and request routine feedback from client contacts, including information on the performance of the pharmacy program and the strategic account plan.
+ Identify, establish and maintain relationships with key cross-functional partners; collaborate with account leadership and business development to develop and implement Go-To-Market strategies and establish a regular communication cadence to monitor performance, create awareness of issues and drive process improvements across the enterprise.
+ Leads contract negotiations and pricing for new business and renewals with clients; participates in request for proposals; account leadership during project implementations.
+ Review and assign account executive's book of business and determine necessary alignment and structure to support retention and fulfillment of strategic plans.
+ Facilitate strategic discussions with clients regarding the status and performance of services provided and the identification and execution of growth and retention strategies; support the development and execution of consultant engagement strategies necessary to grow the market.
+ Manage budgets and revenue goals, staffing, performance and development, and consistently demonstrate Prime's leadership expectations during interactions with direct reports, cross functional and external stakeholders; provides support, training and coaching to team members; oversees resolution of employee relations issues; supports team by attending face-to-face meetings with customers as needed.
+ Other duties as assigned.
**Education & Experience**
+ Bachelor's degree in Business, Marketing, Finance, Healthcare Administration, PharmD, or related field, or equivalent combination of education and/or related work experience; HS diploma or GED is required.
+ 8 years of relevant client services experience in healthcare or pharmacy benefit management, preferably in Medicaid.
+ 5 years of leadership / people management experience.
+ Must be eligible to work in the United States without need for work visa or residency sponsorship.
**Additional Qualifications**
+ Thorough understanding of the PBM industry with subject matter expertise in one or more areas (pharmacy trend, Medicaid plan benefits, etc.).
+ Excellent interpersonal skills, with the ability to effectively facilitate meetings, resolve conflict, build consensus, establish rapport, collaborate, and influence effectively across departments, internally and externally, and at all levels within an organization.
+ Able to balance and prioritize compliance, business and other competing goals and risks, while still driving programs and initiatives to completion.
+ Strong organization and prioritization skills, strong attention to detail, and the ability to simultaneously lead multiple, complex projects and strategies, under pressure and strict timeframes.
+ Proven ability to establish a team culture, create a clear and compelling vision, build trust, inspire action, achieve team results, and develop people.
+ Proven ability to produce and establish strategic plans to deliver consultative guidance with results of successful client retention and product adoptions.
+ Strong ability to manage complex information to develop well-reasoned solutions that solve client's problems.
+ Ability to work effectively in a matrixed team environment; demonstrated leadership experience across departments and functions.
+ Ability to drive the identification of improvements opportunities and lead the implementation of process changes.
**Preferred Qualifications**
+ MBA or other advanced degree
**Physical Demands**
+ Ability to travel up to 30% of the time
+ Ability to work outside of standard business hours when needed, which may include holidays, nights and weekends
+ Constantly required to sit, use hands to handle or feel, talk and hear
+ Frequently required to reach with hands and arms
+ Occasionally required to stand, walk and stoop, kneel, and crouch
+ Occasionally required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds
+ Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
Potential pay for this position ranges from $143,000.00 - $243,000.00 based on experience and skills.
To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page ( and click on the "Benefits at a glance" button for more detail.
_Prime Therapeutics LLC?is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to?race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law? ?_
_We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law._
_Prime Therapeutics LLC is a Tobacco-Free Workplace employer._
Positions will be posted for a minimum of five consecutive workdays.
Prime Therapeutics' fast-paced and dynamic work environment is ideal for proactively addressing the constant changes in today's health care industry. Our employees are involved, empowered, and rewarded for their achievements. We value new ideas and work collaboratively to provide the highest quality of care and service to our members.
If you are looking to advance your career within a growing, team-oriented, award-winning company, apply to Prime Therapeutics today and start making a difference in people's lives.
Prime Therapeutics LLC?is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to?race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law? ?
We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.
Prime Therapeutics LLC is a Tobacco-Free Workplace employer.
If you are an applicant with a disability and need a reasonable accommodation for any part of the employment process, please contact Human Resources at 1. or email
Meritain Lead Director, Account Client Management
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As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
Fundamental Components:
***We are seeking qualified candidates for this role in the central time zone, due to BOB***
The Lead Director, Account Client Management develops and executes account management strategy for a book of business to include discussions on service levels and expectations, process improvements, operation of benefit plans, identification of gaps in service levels, and determination of root causes and solution development.
Oversees existing business strategy implementation across assigned segment.
Analyzes competitive environment to support and improve pricing, underwriting and product development strategies as well as service approach and sales efforts.
Cultivates and maintains strong relationships with all constituents (producers, plan sponsors, providers, customers, regulatory agencies).
Recruits, attracts, and retains a diverse workforce and engages and develops them through mentoring, coaching, and making available tools and resources.
Partners with cross-functional team and represents sales to ensure internal and external constituent needs are met; removes organizational barriers that impact cross-functional work required to achieve results.
Required Experience:
+ 7-9 years successful experience managing and leading large and complex self-funded clients.
+ Health & Life licensed.
+ Travel required for this opportunity.
+ Proven experience leading a Sales & Account Management team.
Education:
Bachelor's Degree or equivalent work experience
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$105,000.00 - $231,132.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/15/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
Lending Sales Advisor- Paid Training Provided
Posted today
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Job Type Full-timeDescriptionHave you been looking for a career in a high energy environment with a competitive spirit? Looking for a career where your drive to win can be rewarded with uncapped earnings and career growth? Look no further than Royal United Mortgage!For 17 consecutive years we have been named a Top Workplace in the Indy Star's annual ranking of the best places to work! No other company can say that!We offer an exceptional paid training apprenticeship with leaders that are devoted to your success. Previous training & licensing are not required. You'll have an opportunity to bonus while obtaining the licenses, skills, education and credibility to be a top Loan Advisor. Our apprenticeship provides hands-on training & development in mortgage lending, sales, account management, customer service, and financial advising.Upon graduation from the apprenticeship training program, you'll be promoted to the next step in your career to the Loan Advisor position. Our "How to versus Why Not" mentality not only leads to personal development of our own team members, but it truly benefits our customers as well. As a Loan Advisor, you'll provide consumers with an educational, guided experience and a choice of loan solutions with competitive pricing. We give our clients a fresh start with financial planning that will set them up for long term success. Our service & education process is what sets us apart from other lenders. We focus on finding the best possible loan for our client's specific needs."We will only go as far as our people will take us." This has been Royal United's belief since opening our doors in 2008. We provide constant training and leadership development. This is how we have built an organization where we only promote within! This dedication to employee growth and development has created an environment where people have the ability to go as far as they want to go in their professional career. RequirementsPositivity and determinationUnparalleled work ethicExcellent verbal and written communications skillsDedication to providing a great customer experiencePassionate about personal success & achievementTeam oriented; strives to contribute and bring out the success in othersBachelor's Degree preferredOn-site position Salary Description $40k-100k
Lending Sales Advisor- Paid Training Provided
Posted today
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Job Description
Job Type
Full-time
Description
Have you been looking for a career in a high energy environment with a competitive spirit? Looking for a career where your drive to win can be rewarded with uncapped earnings and career growth? Look no further than Royal United Mortgage!
For 17 consecutive years we have been named a Top Workplace in the Indy Star's annual ranking of the best places to work! No other company can say that!
We offer an exceptional paid training apprenticeship with leaders that are devoted to your success. Previous training & licensing are not required. You'll have an opportunity to bonus while obtaining the licenses, skills, education and credibility to be a top Loan Advisor. Our apprenticeship provides hands-on training & development in mortgage lending, sales, account management, customer service, and financial advising.
Upon graduation from the apprenticeship training program, you'll be promoted to the next step in your career to the Loan Advisor position. Our "How to versus Why Not" mentality not only leads to personal development of our own team members, but it truly benefits our customers as well. As a Loan Advisor, you'll provide consumers with an educational, guided experience and a choice of loan solutions with competitive pricing. We give our clients a fresh start with financial planning that will set them up for long term success. Our service & education process is what sets us apart from other lenders. We focus on finding the best possible loan for our client's specific needs.
"We will only go as far as our people will take us." This has been Royal United's belief since opening our doors in 2008. We provide constant training and leadership development. This is how we have built an organization where we only promote within! This dedication to employee growth and development has created an environment where people have the ability to go as far as they want to go in their professional career.
Requirements
- Positivity and determination
- Unparalleled work ethic
- Excellent verbal and written communications skills
- Dedication to providing a great customer experience
- Passionate about personal success & achievement
- Team oriented; strives to contribute and bring out the success in others
- Bachelor's Degree preferred
- On-site position
Salary Description
$40k-100k
Account & Relationship Management Executive - Clinical Neurology Journals
Posted today
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**OVERVIEW**
Your role will be responsible for initiating and managing productive business relationships as well as expanding existing business relationships in the rapidly evolving specialty of clinical neurology.
You will play a pivotal role in cultivating consultative relationships with influential decision-makers, with the goal of enabling delivery of innovative, tailored marketing solutions. By conducting in-depth needs analyses and aligning offerings with client objectives, you will drive demand and foster long-term partnerships. Your ability to negotiate with authority and implement strategic sales initiatives ensures both revenue growth and exceptional customer satisfaction. Regular client engagement, performance tracking, and proactive issue resolution will position you as a trusted advisor, uncovering opportunities for upselling and cross-selling. This role is ideal for someone who thrives on strategic collaboration and delivering measurable value to clients.
You will identify revenue opportunities by providing biotechnology, pharmaceutical, and medical device manufacturers as well as other commercial entities with effective solutions to their marketing challenges that leverage the full range of Wolters Kluwer's products and services. You will meet or exceed the sales target assigned to him or her. You will identify, develop, and watch for these opportunities and meets your sales target. Establishing productive business relationships with important marketing and sales decision-makers at biotechnology, pharmaceutical, and medical device manufacturers
**RESPONSIBILITITES**
**Opportunity Identification & Development**
+ Develop in-depth relationships with important decision-makers in assigned accounts.
+ Conduct thorough needs analysis to align products/services to customer requirements.
+ Negotiate terms and close sales with a high degree of authority.
+ Develop and implement targeted sales strategies.
+ Track and analyze sales performance metrics and tailor strategies accordingly. =
+ Conduct regular status meetings with clients to ensure satisfaction and identify opportunities.
+ Provide detailed and accurate sales forecasts.
+ Support clients during the implementation of products/services.
+ Resolve complex customer issues promptly and effectively.
+ Identify opportunities for upselling and cross-selling within the account portfolio.
**Active Selling**
+ Meet and exceed monthly, quarterly, and yearly revenue targets through complete ownership of an assigned book of business.
+ Create and update a Book of Business Plan to include strategy, tactics, and milestones as it relates to hitting goals set by the company.
+ Customize and communicate product value proposition and solution design.
+ Develop and review implementation scope.
+ Coordinate with Sales Operations team in executing supporting active selling functions including contract creation, terms, and conditions development, quoting, and modifications.
+ Conduct contract reviews, pricing, and negotiation.
+ Obtain final signature and finalize order.
**Customer Retention & Satisfaction**
+ Build lasting customer relationships to retain and grow existing commercial customer base.
+ Review account utilization management reporting and provide recommendations.
+ Conduct regular account review meetings.
+ Collaborate with marketing in account communications planning and marketing campaigns.
+ Identify cross-sell and up-sell opportunities.
+ Work closely with other Commercial Sales colleagues on new implementation, training of customers.
+ Manage all aspects of trial and subscription usage activity to ensure the customer realizes the full value of our services.
+ Trains all new clients and proactively seeks out training opportunities with existing clients who demonstrate low product usage. Client usage stats must be reviewed during the monthly meetings with the Account Manager to identify renewal concerns and the need for additional training opportunities. Responds promptly and professionally to customer inquiries and seeks out opportunities to provide a high level of customer service.
+ Collaborate with marketing in account communications planning and marketing campaigns.
**Additional Duties**
+ Assist and communicate effectively with all departments as it relates to the company selling process.
+ Comply with established sales policies, pricing guidelines, and best practices.
+ Maintain the highest standards of integrity and respect for co-workers and customers Special projects as assigned.
+ Act as liaison between the marketplace and Wolters Kluwer Product Development Team by actively seeking out and documenting product and market feedback.
+ Participating in new system user acceptance testing.
**QUALIFICATIONS**
**Education:** Bachelor's degree or equivalent years of experience.
**Experience:** A minimum of 5 years of sales experience preferably in healthcare or IT related sales with a track record of success in building relationships throughout relevant customer disciplines and departments, meeting goals, and presenting to high level decision makers.
**Other Knowledge, Skills, Abilities or Certifications:**
+ Computer skills (Internet, Excel, PowerPoint, Word, and CRM Programs)
+ Experience demonstrating and selling sophisticated and complex products/technologies.
+ Possess product knowledge of all applications that are sold in the commercial market.
+ Telephone, presentation, and written communication skills.
+ Valid US driver's license and passport to manage overnight travel up to 30% - 35% in territory.
**TRAVEL:** Travel to an assigned territory to meet with customers. This position requires approximately 30%-35% travel.
#LI-Remote
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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Treasury Management Account Manager I
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At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Account Manager I within PNC's Treasury Management Sales organization, you will be based in Denver CO or Irvine CA or Phoenix AZ or San Francisco CA or Seattle WA or Pittsburgh PA or Charlotte NC, Dallas TX or Houston TX or Chicago IL or Columbus OH or Indianapolis IN. Other locations within the PNC footprint will also be considered.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
Additional Details:
o Face to face calls with the TMO (virtual or in person) and may be asked to take the initiative to lead specific client calls
o Great organizational and communication skills
o Ability to lead meetings internally and externally effectively
o Responsible for thought leadership development, identifying client/industry trends and opportunities to deepen customer relationships.
o Perform data analytics in support of customer and prospect relationship management
o Support TMOs and Proposal Team in responding the RFPs
o Support pricing of new and re-bid business
o Coordinate Post Implementation Reviews - are sold services being utilized at expected volumes?
o Assist TMOs in completing customer and prospect Business Prospect Reviews (BPRs)
o Assist TMOs in compiling and delivering customer facing Treasury Reviews
o Support TMO in completing Pre Implementation Work in preparation for transition to implementation Project Manager
o Support TMO in developing and delivering customer facing presentations
o Support TMOs in contract management process (primarily TMSAs)
o Assist with Portfolio Administration (ex. EDGE Assignment Updates & Mis-Alignment Reviews)
o Assist TMOs in coordinating activities related to projects requiring action from sales (ex. Payee Positive Pay conversion list)
o Not a Service nor a Sales role.
**Job Description**
+ Under direct supervision, works in support of assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.
+ Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. Utilizes basic industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
+ Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. Will work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines.
+ Analyzes, assesses and documents client requirements. Forecasts and tracks key account metrics May identify customization needs, and work with service partners to implement.
+ Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues. Works towards finding the best solution to maintain a positive client relationship.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations
**Competencies**
Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $45,000.00 - $104,650.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 04/24/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Sales Manager in Training Role - Remote and Flexible!
Posted 2 days ago
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Job Description
Exciting Opportunity for Experienced Professionals: Sales Manager Role - Remote and Flexible! Are you a seasoned professional with a wealth of experience in customer service and sales? We have an incredible opportunity for individuals who bring wisdom, dedication, and a wealth of life experience to the table. Join us as a Sales Manager and enjoy the benefits of working from home, a flexible schedule, and a supportive community. Why Consider Joining Us: •Work from the Comfort of Your Home: Enjoy the convenience of working from your own space while maintaining a flexible schedule that accommodates your lifestyle. •Health Insurance Reimbursement Plan: Your health is a priority. Take advantage of our health insurance reimbursement plan, ensuring you have access to the care you deserve. •No Cost Leads: Say farewell to lead generation expenses! We provide you with high quality leads at no additional cost, allowing you to focus on your strengths. •Guidance from Day One: Benefit from mentorship programs without any added expense. Our commitment to your success begins the moment you join our team. Your Role: • Leadership and Encouragement: Motivate and guide a team of professionals with your wealth of experience and leadership skills. • Adapt to Technology: Embrace technology to enhance your work, making it more efficient and enjoyable. • Forge Meaningful Connections: Build strong relationships with clients and team members, fostering a positive and collaborative work environment. •Achieve Results: Take charge of sales initiatives, implementing strategies to contribute to the overall success of our organization.Qualifications: •Extensive Experience: A rich background in customer service and sales management is highly valued. •Self-Motivated: Thrive in a remote work setting, taking initiative and demonstrating ownership. •Innovative Mindset: Open to new ideas and approaches to enhance team performance. • Comfortable with Technology: Embrace technology tools that facilitate virtual collaboration and productivity. If you're ready to embark on a fulfilling journey in a role that values your experience and dedication, apply today. We believe in work-life balance, continuous professional growth, and the strength of a supportive community. Explore new possibilities with us - Apply now!
Business Development Specialist
Posted today
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Job Description
Who We Are:We are a one-stop shop for solutions that make your business, school, commercial facility, financial institution more secure, comfortable, and energy efficient. From design and planning to installation and service, we offer several essential services: Access ControlVideo SurveillanceSecurity SystemsHoosier Security is a leader in state-of-the-art security technology solutions, dedicated to providing cutting-edge products and services to businesses. Our innovative Security Technology Center serves as a premier showcase for demonstrating our solutions to potential clients, fostering relationships, and driving growth.Who You Are:A proactive and results-driven Business Development Specialist who enjoys building relationships and engaging with people. This role is pivotal in driving attendance at our Security Technology Center, ensuring it is filled with qualified B2B prospects twice a month. The ideal candidate will excel at identifying opportunities, engaging decision-makers, and scheduling appointments for prospects to visit and experience our technology firsthand.What You Are Accountable For:•Prospecting & Lead Generation: Research, identify and secure commitments from qualified B2B prospects across target industries to attend bi-monthly events or meetings at our Security Technology Center.•Outreach: Develop and execute targeted outreach strategies, including email campaigns, cold calls, and social media engagement, to connect with decision-makers.•Collaboration with Sales & Marketing: Work closely with the sales and marketing teams to align messaging, share insights, and optimize outreach strategies.•Event Coordination Support: Collaborate with the event team to ensure seamless execution of bi-monthly gatherings, including preparing prospect details and follow-up materials.•Market Insights: Stay updated on industry trends, competitor activities, and client needs to refine lead generation strategies. Qualifications:•Experience in B2B lead generation or business development, preferably in technology or security solutions.•Strong communication skills, both written and verbal, with the ability to engage C-suite and other decision-makers.•Experience in using any CRM software•Goal-oriented mindset with a demonstrated ability to meet or exceed lead generation and appointment-setting targets.•Strong organizational skills and attention to detail.•Familiarity with security technology or related industries is a plusOur Culture:NO Interpretation Required -We speak plainly, openly, honestly and bluntly. We say what we mean and mean what we say.Simply Effective -Sometimes the best solution is the simplest one. Always seek out the best solution.No Jerks Allowed -Life is too short to deal with jerks. Don't be one, Don't do business with one.Find It and Fix It -The problem is our enemy. Dig deep enough to find it, then fix it. Always.Corners Have Rights -We respect corners. Corners hold up buildings! We don't cut corners.Why You'll Love Hoosier Security:•Working with a team that values teamwork and growth in their profession!•Competitive benefits package including medical, dental, and vision insurance and company match to 401(k).•7 Paid Holidays each year.•Competitive pay with additional incentives based on your role•Paid time off that can be used for vacations, sick time, and personal days!•Well-rounded approach to employee wellness •Choice of Company Phone or using your own Phone with a monthly reimbursement!•Ongoing employee engagement activities to promote a team atmosphere.What are you waiting for? Apply today and work for a company you'll love!Hoosier is an equal-opportunity employer. Women, minorities, veterans, and individuals with disabilities are encouraged to apply.Job Type: Full-time