Senior Account Manager

Overview

Citrus Health Group is a new type of agency that brings an empathetic patient focus to the new product commercialization process. Citrus creates hand-picked teams that provide clients with scientific, clinical, pharmacologic, evidence-generation, pricing and reimbursement, market access, affordability, and patient support expertise and experience in their time of need. Client teams are built with talented experts who function as a fluid, agile, and highly energized team.

We are passionate about science and focus on effectively communicating science in compelling and engaging ways to drive true value and enable patients to gain access to new medicines, with integrity and respect for the ethical nature of our business. We are committed to an inclusive and collaborative culture that respects every team member, our clients, and the professionals we work with on behalf of our clients.

Under the direction of the Client Service Director or Vice-President, Client Services
, the Account Manager / Senior Account Manager is responsible for supporting existing and developing accounts, business units, and therapeutic areas to their full potential. In collaboration with Citrus Health Group leadership, they will support account forecasting, provide guidance, support, and strategic direction to drive client satisfaction, retention, and revenue growth. The role involves developing and executing account strategies, fostering strong client relationships, and collaborating with cross-functional teams to deliver exceptional service and results.

Client Relationship Management

• Serve as a primary point of contact for key client accounts, building and maintaining strong relationships based on trust, communication, and responsiveness
• Understand clients  business objectives, challenges, and priorities, and develop proactive solutions and strategies to address their needs effectively
• Conduct regular meetings and check-ins with clients to provide updates, gather feedback, and address any concerns or issues
• Anticipate client needs and risks, proactively escalating and proposing solutions in advance
• Support account growth through identifying expansion opportunities in partnership with the Account Director and leadership team

Client Service, Project Planning, Management, and Tracking

• Collaborate with Project Managers to determine and refine specifications ahead of project initiation; oversee tracking and maintaining the status of projects and their respective scopes, timelines, budgets, and deliverables
• Proactively manage the account and be responsive to the client’s expectations and needs in project execution on a timely basis
• Ensure workflows/timelines are drafted accurately and align with internal processes and client processes and expectations
• Support the integrity and accuracy of client deliverables while maximizing the role of other colleagues in preparation of these documents
• Ensure that client meeting materials are accurately prepared (i.e., agenda, slides, meeting minutes, etc.)
• Assume ownership and responsibility for author relationships and their assigned tasks; remits include distribution and tracking of/follow-up on author responses to (or completion of) invitations, agreements, forms, and drafted or final deliverables; maintaining an archive of all these communications on the Citrus Health Group server (SharePoint)
• Submits information to client databases for tracking physician payments, travel, meals, and gifts (Sunshine Act)
• Ensure compliance with GPP
  2022, ICMJE, Sunshine Act, and any client and/or region-specific requirements/standards

Quality and Risk Control

• Ensure that all process steps relevant to quality control measures (e.g., editorial/graphics reviews, data fact checks) are completed for all projects
• Ensure that all internal and external communications are clear, concise, and professional; maintain electronic files and folders for all projects
• Understand and ensure the team follows all client required standard operating procedures and requirements
• Review and analyze project detail reports with Client Services weekly (or as needed) to identify incorrectly recorded project hours and incorrect or outdated budgets
• Work closely with the project team to identify and resolve potential issues
• Identify and flag to leadership any resourcing gaps and timeline risks with recommended solutions

Financial Management and Tracking (Overall responsibility for the integrity and accuracy of financial deliverables)

• Work with account and project teams to draft, submit, monitor, and adhere to approved budgets
• Maintain accurate financial spreadsheet(s) to support internal and client needs
• Draft SOW’s (using Word and Work Book templates) for any fixed-fee projects, as applicable per client
• Work with teams to submit invoices, accruals, etc. in a timely manner consistent with both internal and client directed SOPs
• Prepare for and is accountable for actions discussed in monthly revenue meetings
• Prepare work-in-progress and revenue…