Account Manager

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The Account Director is responsible for the oversight of the account, working collaboratively with cross-functional teams to develop new business, maintain current business and expand business through understanding the needs of the client and identifying endpoint’s products and services that help the client achieve their goals and objectives.

In addition, the Account Director may maintain a portfolio of strategic clients and will serve as the ultimate company representative for the entire client journey from onboarding to establishing the governance charter, while working collaboratively with cross-functional teams.

*This role can be fully remote. 

Responsibilities:

  • Provide oversight for all new and existing client systems, including change orders to the agreed upon timeline, within an agreed budget while maintaining the relevant KPI’s and SLA’s.
  • Build, maintain & manage strong client relationships through tailored Governance and Relationship Management Strategies.
  • Retain and grow existing client base through individual efforts and through the account team by delivering profitable, quality service and promoting endpoint’s product.
  • Deep understanding of client needs and industry trends to help develop best in class solutions.
  • Define and maintain meaningful and appropriate KPI and SLA that provide insight to the performance of the relationship.
  • Serve as the escalation point of contact for all clients within portfolio, both externally and internally.
  • Mitigate identified risks associated with all aspects of client portfolio.
  • Monitor and present regular account health, growth opportunities, risk, and other pertinent information to Client Services Management. Set measurable goals and action items.
  • Engage in cross functional team collaboration. Create cross functional goals and objectives to provide best in class service to the client.
  • Maintain good business insight – Actively identifying industry shifts, business trends, portfolio pipeline, endpoint’s product, client media releases and any new areas of growth to pursue opportunities.
  • Consistently demonstrate financial awareness through ensuring budget, revenue and profitability targets are met.
  • Coordinate and run the regular agreed upon client operational management meetings to maintain and strengthen the Client relationships by promoting endpoint and our service offerings.
  • Coach, mentor, and support team members to intimately understand client culture to effectively deliver above and beyond client expectations.
  • Work effectively with the Business Development team to review key account sales plan, build rapport with sales representative and respond effectively. Create an environment conducive to long-term growth and relationship.
  • Engage in bid defense and capability support activities.
  • Create and deliver client specific standards and training.
  • Responsible for ensuring a smooth process with strategic clients in handling a best in class onboarding experience.
  • Provides Audit support for clients contained within portfolio
  • Provide Career development and Line Management of Associate Account Director

Qualifications:

Education:

  • Bachelor's degree or equivalent and/or appropriate experience
  • PMP Certification a plus
  • Experience or working knowledge in Lean, Six Sigma or other process methodologies a plus

Experience:

  • 7+ years’ experience in a software Project Management role, with a proven ability to understand technical concepts and learn very quickly.
  • Previous experience working in a fast-paced, entrepreneurial environment preferred.
  • Prior experience in IRT platforms, life sciences or regulated industries.
  • Proven leadership ability, especially in a regulated industry, a huge plus.
  • Ability to manage to a budget
  • Knowledge of regulatory guidelines such as 21 CFR Part 11 and GxP.

Skills:

  • Extremely strong attention to detail with excellent organizational skills and proven ability to multi-task.
  • Excellent time management skills, ability to meet aggressive deadlines.
  • Demonstrated leadership and interpersonal skills, willingness to lead by example.
  • Excellent oral and written communication skills, ability to send and receive clear, concise and professional communications, both internally and externally.
  • Ability to work independently, as well as within teams.
  • Models collaboration across the organization
  • Promotes high visibility of shared contributions and goals
  • Analytical and strategic mindset
  • Driven by results, while proactively seeking to improve them
  • Ability and willingness to wear multiple hats, without hesitation, to do what it takes to get things done
  • Highly passionate about delving into and drawing insight from data
  • Entrepreneurial mindset with ability to adapt
  • Work automatously to achieve success

 endpoint is an equal opportunities employer AA/M/F/Veteran/Disability.    

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

#LI-MT #LI-Remote

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Technology we use

  • Engineering
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  • Sales & Marketing
  • People Operations
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    • Microsoft TeamsCollaboration

Location

Nestled in the heart of San Francisco, 2 Embarcadero Center boasts a vibrant neighborhood characterized by iconic landmarks, diverse dining options, and a dynamic urban atmosphere. Public transit options are available!

An Insider's view of Endpoint Clinical

What are some social events your company does?

Along with quarterly massages, we got to enjoy each others' company, while learning about different cultural events such as Hanukkah and Lunar New Year through shared experiences and delicious foods. Since then, our teams have worked hard to encourage mental health and wellness, as well as physical health and wellness during quarantine.

Janice

Project Manager

How do you collaborate with other teams in the company?

Part of my job as Desktop Support is to communicate with our employees frequently. We use several different methods to accomplish this. We utilize a ticketing system, MS Teams, and Go To Assist for the communications with both our office-based or remote employees. The tools we use make it easy to troubleshoot & resolve technical issues.

Jeff

Desktop Support Technician

How do you make yourself accessible to the rest of the team?

A key goal is ensuring my team is effective. We’re all essential to delivering success for our clients. I leverage the tools Endpoint provides for communication and collaboration – calls, video chats, and even in-office meetings when we can – as well as asynchronous communication methods for the global team.

John

Sr. Director of IT

How would you describe the company’s work-life balance?

We move fast and keep busy. It helps to be part of a company that prepares and cares for its people. We do that. Unlimited vacation is part of our package for FTEs, and we use multiple wellness opportunities – from meditation to supportive circles and safe space groups, to invest in personal development.

Andrea

Learning & Development - Director Operations

What are Endpoint Clinical Perks + Benefits

Endpoint Clinical Benefits Overview

Endpoint offers a few different benefit plan options for our employees to choose from. We also have a generous Time Off Policy, matching 401(k), and a 529 Plan!

Culture
Volunteer in local community
Open office floor plan
Employee-led culture committees
Flexible work schedule
Remote work program
Diversity
Highly diverse management team
Mean gender pay gap below 10%
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
Virtual Yoga
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave Benefits
Childcare benefits
Generous parental leave
Family medical leave
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid holidays
Flexible time off
Office Perks
Commuter benefits
Free snacks and drinks
Company-sponsored happy hours
Onsite office parking
Professional Development Benefits
Job training & conferences
Promote from within
Continuing education available during work hours
Online course subscriptions available
Paid industry certifications

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