• Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating. • Maintain productive business relations and engage in extensive contact with clients, producers and underwriters. • Ensure clients have continuous and proper coverage and advise clients of any change recommendations. • Review current policies and provide recommendations regarding placement options. • Rounding out and cross selling book of business to reach the company growth goals. • Apply knowledge of coverages and forms to research and reconcile discrepancies. • Participate in development of new business and retention of renewal business. • Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products. • Produce business proposals and deliver professional presentations to clients.

• Independently leads client service including ALL primary activities listed below. • Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business. • Uses judgment on more manual renewals to execute on service plan. • Has deep understanding of markets to make informed recommendations to clients. • Evaluates exposures and renewal quote. • Review upcoming renewals and determine which accounts warrant remarket. • Make coverage recommendations. • Utilize comparative rater tool to obtain quotes. • Transact agency billing (where applicable). • Obtain signed binding and notifies carriers. • Reviews binding documents for accuracy. • Responsible for rounding out accounts and “Selling all of World”. • Setup and maintain accurate account details, contacts, and policy information in EPIC. • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance. • Attach, organize, and name documents in EPIC. • Initiate endorsements, proofs of insurance and invoices. • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. • Create activities in EPIC and assign to applicable team member. • May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.

• Own customer relationships post-sale, focusing on renewals and preventing churn. • Serve as the voice of the client to Product, capturing feature requests and pain points. • Develop high-touch, consultative engagement strategies for Mid-market and Enterprise accounts. • Maintain visibility into account health and accurately project renewal likelihood. • Identify upsell and cross-sell opportunities based on customer goals and product usage. • Occasionally support or lead implementations.

Location: Philadelphia United States Job Description: Account Partner - Crossix Enterprise Sales Pennsylvania - Philadelphia Sales - Crossix Full-Time Remote Apply for this job Veeva Systems is a mission-driven organization and pioneer in industry cloud helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed 2B in revenue in our last fiscal year with extensive growth potential ahead. At the heart of Veeva are our values: Do the Right Thing, Customer Success, Employee Success, and Speed. We are not just any public company - we made history in 2021 by becoming a public benefit corporation (PBC) legally bound to balancing the interests of customers, employees, society, and investors. As a Work Anywhere company, we support your flexibility to work from home or in the office so you can thrive in your ideal environment. Join us in transforming the life sciences industry, committed to making a positive impact on its customers, employees, and communities. The Role The Veeva Crossix Sales team is looking for a skilled Enterprise Account Partner to drive sales within our media measurement and optimization business to Life Sciences companies. As an Account Partner, you will be responsible for aligning customer objectives with the Veeva Crossix marketing analytics solutions, including the Crossix Measurement Suite. To be successful in this role, you are strong at communicating across various business functions, organizational levels, including C-level and brand marketing departments. Creativity, initiative, and the ability to work effectively within a growing team are critical. You are also someone who is humble, hungry, and smart - you put the success of the team ahead of your own, you have a relentless drive to do what it takes to succeed, and you find a way to overcome obstacles and solve business problems. What Youll Do - Develop a thorough understanding of Crossix offerings, competitive advantages, and processes. - Learn to articulate them persuasively to prospects and customers. - Develop strong and mutually valuable relationships with new and existing customers. - Manage pipeline with CRM tools for maximum efficiency and visibility with carefully executed follow-up to closure. - Work in close partnership with Client Services to manage successful client deployments and to ensure ongoing high client satisfaction, renewal, and deep penetration of customer organizations for incremental business. Keep current with industry trends, engage your customers, address their business challenges, and propose solutions. Requirements - Passionate about healthcare with a strong interest in pharmaceutical marketing. - You feel a strong connection to our mission and will work hard to ensure customer success. - An educator and business consultant, you love teaching clients about how they could maximize their potential working with us. - Demonstrated development of meaningful partnerships with a diverse client base and proven track record as a trusted advisor to brands. - Highly organized with a firm grasp of your business - you accurately log all sales activity and prospecting in SFDC with speed and accuracy. - Understanding of the digital media, marketing landscape with the ability to credibly articulate strategic insights for clients that are based on data and research. - A fast learner, you love to stay at the forefront of an ever-evolving industry. - A creative problem solver - you stay cool under pressure and thrive in an atmosphere of change. 3 years of experience in selling technology, marketing, pharma, data, insights, or media solutions in the life sciences industry or closely related field. Proven track record of exceeding sales goals while contributing to the success of the team. Strong understanding of digital media and ad tech ecosystem. 5 years of overall business experience in sales, business development, or account management preferably in digital advertising technology businesses, healthcare, data, consulting. Eagerness to work in a startup team environment that will be rapidly changing. BS or BA degree is required. Perks & Benefits - Medical, dental, vision, and basic life insurance. - Flexible PTO and company paid holidays. - Retirement programs. - 1 charitable giving program. - Compensation: Base pay $80,000 - $300,000. The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as variable bonus and/or stock bonus. LI-Remote LI-Mid Senior Veevas headquarters is located in the San Francisco Bay Area with offices in more than 15 countries around the world. Veeva is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin, or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristics protected by local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at [email address]. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Apply for this job