• Effectively and independently manage customer service accountabilities on a book of business • Assist producer in development of service plan for key accounts • Manage renewal process according to agency procedures • Negotiate most advantageous renewal terms and conditions for the client • Complete servicing of accounts, including preparing proposals, issuing certificates • Promptly invoice all premium-bearing transactions • Review policies upon receipt in accordance with agency procedures • Promptly respond to customers' questions and/or requests for assistance • Communicate all necessary information to producers, clients, carriers, and agency team members • Maintain the electronic account file and fully incorporate agency management system into daily workflow • Perform quality reviews as requested by management • Meet with and maintain effective working relationships with clients and insurance company representatives

Role Description The CSV Project Manager is responsible for managing client accounts, developing new business opportunities, and overseeing project execution for our client's services. This role combines technical project leadership with client service excellence, ensuring projects are delivered on time, on budget, and in compliance with all applicable standards, particularly in regulated industries such as pharmaceuticals and medical devices. - Serve as primary point of contact for assigned clients, maintaining strong, long-term relationships. - Identify areas of service (sales) opportunity & develop proposal. - Supervise, coach and lead the department team for overall projects and department objectives. - Coordinate with Project Lead Coordinators to manage timelines, deliverables, and resources. - Partner with upper management to develop strategies for business development growth. - Identify areas of opportunity to expand services and support proposal development. - Act as technical consultant for automation and CSV solutions, providing strategic recommendations to clients. - Lead and supervise cross-functional project teams in planning and execution. - Promote team engagement, accountability, and high performance throughout project execution. - Conduct performance evaluations, one-on-one meetings, and approve PTO. - Ensure that all projects meet compliance standards (e.g., FDA, GMP) and client expectations. - Maintain strong internal communication with operations and leadership teams. Qualifications - Bachelor's Degree in Engineering, science or related field. - Ability to plan, manage and execute complex project activities to a successful conclusion with little or no oversight. - 5+ years of experience in engineering consulting, project management, and CSV execution roles. - Proven experience in account management, sales, or consultative sales within technical or regulated industries. - Experience with network and system administration of Microsoft based systems, Visual Studio, ASP.Net and SQL is preferred. - Demonstrated successful communication and negotiation skills in order to manage conflicting and/or multiple demands, including ability to present to various levels within an organization. - Demonstrated ability to apply analytical skills to identify problems; recognizes symptoms, causes, and alternate solutions and makes timely sound decisions even under risk and uncertainty. - Strong understanding of automation systems, PLCs, CSV, and related validation frameworks. - Proven track record in business development within the pharmaceutical or regulated industries. - Skilled in managing multiple projects, teams, and priorities in parallel. - Proficiency in project management and CRM software. - Bilingual (Spanish and English) preferred. Requirements - Office and plant environment. - Able to climb ladders/steps. - Able to lift items 25 lbs. - Keyboarding, lifting, standing, bending, walking. Travel or Environment Requirements - Adhere to safe work practices. - Some travel (including international) required (Approx. 5% of time). Company Description Our client is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable law.

• Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up • Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings • Coordinate the deployment of investments for new client allocations and portfolio rebalances • Execute and reconcile trades as directed by the Senior Wealth Manager • Address client cash management needs to ensure sufficient funds are available to meet investment requirements • Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies • Set prospective and existing client appointments for the Senior Wealth Manager • Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system • Prepare reports and materials for client reviews

Role Description We are looking for a high-potential internal candidate to step into a Senior Account Manager role within our Business & Financial Services Team, with accountability for both new business acquisition and growth across existing strategically important clients. This is a growth-focused commercial role for someone who has already demonstrated strong sales capability and is ready to operate with broader ownership, greater strategic visibility, and deeper client impact. The successful candidate will be responsible for winning new clients across priority sectors, while also expanding Experian’s presence within existing accounts by identifying new opportunities, strengthening senior stakeholder relationships, and unlocking long-term commercial value. The role calls for strong commercial judgement, curiosity, resilience, and a proactive growth mindset. It also requires the confidence and credibility to engage senior decision-makers, lead value-based conversations, and translate client needs into meaningful commercial outcomes for Experian. Key Responsibilities - New Logo Growth - Identify, target, and convert net new clients across agreed priority industries and strategic market segments. - Own the end-to-end sales cycle, from prospecting and qualification through to proposal, negotiation, and close. - Develop and execute targeted growth plans by sector, account, and opportunity to unlock new logo wins. - Maintain strong prospecting discipline through outbound outreach, networking, market mapping, and industry engagement. - Grow Existing Strategic Clients - Identify expansion, cross-sell, and upsell opportunities across existing strategically important clients. - Build focused account growth plans that increase share of wallet and broaden Experian’s relevance within the client. - Strengthen relationships across senior stakeholders, decision-makers, and buying centres to create new routes for growth. - Partner with clients to understand business priorities, commercial challenges, and emerging opportunities, aligning these to relevant Experian solutions. - Lead Strategic Client and Sector Conversations - Position Experian credibly across priority sectors through strong market understanding and commercially relevant client engagement. - Build sector insight that supports differentiated conversations and stronger opportunity creation. - Map target accounts, white-space opportunities, and stakeholder landscapes across both prospective and existing clients. - Monitor market trends, competitive activity, and client needs, working closely with Sales Specialists to shape and convert growth opportunities. - Deliver Consultative, Value-Led Selling - Lead commercial conversations that focus on solving client challenges and creating measurable value. - Identify client pain points, strategic priorities, and growth ambitions, then connect these to the most relevant Experian solutions. - Articulate commercial value, business outcomes, and return on investment in proposals and client engagements. - Work cross-functionally with solutions, products, delivery, and leadership teams to develop compelling propositions and support conversion. - Pipeline & Performance Management - Build and maintain a robust, high-quality pipeline, using Salesforce consistently to track activity, opportunity progress, and next steps. - Maintain strong forecasting discipline, deal hygiene, and pipeline accuracy across all active opportunities. - Operate with a high level of ownership, accountability, and bias for execution. - Review pipeline performance, conversion progress, account growth, and strategic priorities regularly with the sales manager and wider leadership. Qualifications - A current Senior Account Manager, Account Manager, or comparable internal sales professional with a strong record of commercial delivery. - Someone ready to step into a broader role with responsibility for both new client acquisition and growth within existing accounts. - Strong commercial acumen, growth orientation, and the ability to identify, shape, and convert opportunities. - Credibility and confidence in engaging senior client stakeholders in strategic, value-based conversations. - Experience using Salesforce or a similar CRM platform, with disciplined pipeline and activity management. - Comfortable operating in a fast-paced, target-driven environment with resilience, consistency, and follow-through. - Strong collaboration skills and the ability to work effectively across sales, solutions, delivery, and leadership teams. - A proactive, self-managed approach, with the confidence to take initiative and maintain momentum independently. - A strong internal reputation for ownership, collaboration, and consistent execution. - Learning agility and an appetite to deepen knowledge across strategic sectors, client use cases, and solution-led selling. Benefits - Experian's people first, inclusive and purpose driven culture is multi award-winning. - World's Best Workplaces™ 2025 (Fortune Global Top 25). - Great Place To Work™ in 26 countries.