Client Services Account Lead

Conisus LLC

$80K — $95K *
Pharmaceuticals & Biotech
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in client services or account management
  • Strong understanding of pharmaceutical promotional programs
  • Leadership experience managing staff and project teams
  • Excellent communication skills for client interactions
  • Proficient in budget management and financial reporting
  • Experience in compliance with PhRMA and OIG guidelines
  • Ability to work collaboratively with cross-functional teams

Responsibilities

  • Direct and manage educational promotional programs for clients
  • Interact with clients and manage project budgets
  • Serve as the primary contact for escalated issues
  • Generate monthly financial reports and additional database reports
  • Assist in forecasting revenue and managing departmental budgets
  • Ensure compliance and contract management with compliance and accounting teams
  • Conduct weekly team meetings for staff oversight

Benefits

  • Comprehensive health plans with competitive premiums
  • 401K with company match
  • Mental health support platform available
  • Flexible work arrangements promoted
  • Opportunities for learning and development, including monthly Lunch n' Learns
  • Social outings and team-building activities
Full Job Description
Summary: Responsible for directing educational solutions to develop and implement successful pharmaceutical promotional programs for the client(s) by performing the following duties in a timely manner and within department/company standard operating procedures, personally or through subordinates. In addition, this position supports the Accounts Services Department with effective client relations and process development to meet and exceed client needs. This position also works closely with members of the management team of both client(s) and company.

Essential Functions include the following. Other duties and responsibilities may be assigned.
  • Manages Staff to schedule programs by planning, assigning and directing their daily activities.
  • Performs Account Executive duties including client interactions and project budget management. Interacts directly with client contacts and sales management to proactively address client needs and resolve client issues in a timely manner.
  • Assumes role of first-line "go-to" person for escalated departmental issues and problem solve in line with organization's goals and objectives.
  • Generates accurate monthly finance reports for clients and company.
  • Generates and/or develops additional database reports (as requested) by clients or company.
  • May assist management with revenue forecasting.
  • Liaises with Compliance Manager to ensure proper guidelines are followed.
  • Liaises with Compliance Manager and Accounting Manager to ensure appropriate contracts and W-9s are received to facilitate processing all fees and out-of-pocket expenses.
  • Works closely with IT on web and database development for new and existing clients and to meet departmental needs.
  • Conducts weekly staff meeting.
  • Develops and maintains budget for department.
  • Interviews and hires new staff members; may train as needed.
  • Manages workload of department and suggests solutions, as necessary.
  • Travels to client meetings as necessary.
  • Responsible for accuracy of all deliverables developed by the Assistant Manager
  • Understands and can educate staff on PhRMA and OIG guidelines.

Travel: Approximately 25% travel required

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