• Manage and grow a $3M+ book of business across enterprise RIA and wealth management accounts • Drive revenue growth through structured account planning, identifying and closing expansion opportunities within existing clients • Own the renewal cycle, maintaining strong retention rates and high levels of client satisfaction • Build and manage a healthy, accurate pipeline with strong forecasting discipline in CRM • Develop deep executive relationships with Founders, CEOs, Heads of Growth and senior commercial stakeholders across your accounts • Partner cross-functionally with Product, Customer Success and Marketing to remove blockers, act on client feedback and create additional value • Contribute market insight back into the business on client needs, pricing, packaging and competitive dynamics in the US advisory space

• Your Career: The Strategic Account Manager partners with our customers to secure their entire digital experience. • You’re responsible for leading and driving new engagements within our largest revenue producing clients. • You will drive and orchestrate complex sales cycles and work with our internal partners and teams to best serve the customer. • Your consultative selling experience will identify business challenges and create solutions for our customers. • Create clear goals and complete accurate forecasting through developing a detailed territory plan. • Stay updated on industry news and trends, and how they affect Palo Alto Networks products and services. • Travel as necessary within your territory, and to company-wide meetings.

• Service and monitor customer accounts with a high degree of professionalism. • Retain client accounts and prospect for new business within assigned territory. • Build and maintain internal and external client relationships. • Coordinate communication within all departments of TriCore as it relates to servicing customers. • Provide ongoing service and problem solving to customer base. • Promote and maintain a positive image of the laboratory within the community. • Provide customer training as needed. • Requires travel. • Establish, build, monitor and retain relationships with our customers. • Monitor and assist in ensuring customer accounts are appropriately built. • Support customer related client billing initiatives to ensure they are correct and current. • Document and resolve customer issues, assist with new client account monitoring and monitor, identify, and resolve all service issues. • Meet and communicate with all assigned customers according to the assigned monthly call cycle. Provide all necessary support to retain and grow existing clients. Grow healthcare accounts to meet or exceed sales objectives of the organization. • Prepare and submit proposals for new accounts as necessary and consistent with pricing policy and review procedure. • Manage requirements within and including the Laboratory Service Agreement contracts. • Use a high degree of independent judgment when solving problems and assisting customers. • Establish, build and retain relationships with customers and TriCore Leadership. • Address customers concerns with the goal of increasing satisfaction. • Provide training to customers on problem trends, in completing requisitions, contacting TriCore reading reports and invoices, connectivity solutions, and courier services for sponsor clients. • If appropriate, provide training and consulting services to clients on OSHA or phlebotomy. • Attend, participate, and/or facilitate meetings as requested by TriCore. • Assist in developing appropriate marketing tools, as needed. • Install and troubleshoot TriCore Portal, TriCore Direct and printers. Assist with delivery of supplies, requisition forms, courier services, and customer training. • Ensure all appropriate personnel are notified of system modifications and that those changes are documented. Follow up on changes to ensure user needs are being met. • Analyze and assist internal and external clients with the implementation and installation of outreach connectivity. Analyzes client workflow processes and procedures to recommend appropriate Outreach solution. • Identify and communicate system or operation problems in assigned application IT or customer hospital IT. • Coordinate solutions hardware and peripheral equipment issues for customers. • Support installs of connectivity by coordinating schedule with both client and Outreach Applications Analysts. • Maintain expertise in relevant computer systems such as Antrim, Rhodes, Sunquest, PowerPath, Sales Force, Epic, Cerner and Liberty. • Check client centrifuges according to procedure. Complete appropriate paperwork for current and new accounts: physician acknowledgements, printer installation, special pricing, connectivity, etc. • Disseminate information to customers and employees as appropriate. • Maintain and record in Sales Force. • Maintain high standards of technical knowledge of testing, testing changes and M.D. Specialties. • Submit weekly and monthly mandatory reports as deemed necessary by management. • Provide feedback to Marketing and Tech Support, TriCore Operations in developing effective and professional sales and training materials for capabilities and services.

Role Description To provide strategic and hands-on leadership across the contract, ensuring excellent operational delivery, strong people leadership, and a consistently outstanding experience for clients and workplace users. Working Pattern - Monday to Friday. - Requirement to be flexible to meet needs of business. Key Responsibilities - Operational & Contract Leadership: - Provide visible, hands-on leadership across all aspects of contract delivery, with an active presence in operations to ensure service excellence and consistency. - Hold full budgetary, commercial and operational accountability for the contract, ensuring financial performance aligns with service quality and client expectations. - Ensure all services are delivered in full compliance with statutory requirements, KPIs and SLAs, proactively addressing risks and operational challenges. - Maintain oversight of critical assets, engineering frameworks and service delivery models to protect, optimise and enhance client assets. - People Management & Development: - Lead, develop and motivate a multi-disciplinary management and frontline team, fostering high engagement, capability growth and succession planning. - Embed a strong performance culture through clear objectives, regular coaching, feedback and development planning at all levels. - Lead by example in promoting a culture of safety, wellbeing, inclusiveness, diversity and opportunity across the contract. - Ensure training, competence and development plans are aligned to operational needs, future capability requirements and client expectations. - Client & Workplace User Experience: - Own senior client relationships, acting as a trusted partner and escalation point while driving a proactive, solution-focused approach. - Champion the end-to-end client and workplace user experience, ensuring services are intuitive, responsive and aligned to how people use the office environment. - Work closely with client stakeholders to understand evolving needs and translate these into operational service improvements. - Use insights, feedback and data to continuously enhance service outcomes and user satisfaction. - Continuous Improvement & Innovation: - Embed a robust Continuous Improvement culture, encouraging innovation and operational excellence that delivers tangible value for both client and business. - Drive service optimisation through leading-edge technology, process improvement and digital solutions. - Lead and oversee capital projects, ensuring seamless integration with live operations and a strong focus on sustainability, renewable initiatives and value for money. Qualifications - Proven experience in a senior National Account Manager/Account Director or Contract Director role within an FM service provider, ideally across cleaning, sanitation and/or broader soft services. - Demonstrable experience of hands-on operational leadership, with the ability to balance strategic oversight and day-to-day service performance. - Strong track record in people management, including developing leaders, managing large delivery teams and driving engagement and performance. - Solid understanding of critical environments, asset management, capital project delivery and energy management services. - Excellent commercial and financial acumen, with experience managing complex budgets and delivering profitable contracts. - Highly effective communicator with strong presentation skills, able to engage credibly with senior clients, end users and operational teams. - Collaborative and solutions-focused leadership style, with a genuine commitment to delivering exceptional client and workplace user experiences. How to Apply If you are interested in joining a business that encourages professional development, career progression and the chance to work with inspirational people then please click apply and register your interest! You can also sign up to our job alerts when registering which will notify you when other suitable vacancies are available.