
Senior Account Manager
- CRM
- Salesforce
- HubSpot
About the Role
ProofPilot is looking for an entrepreneurial, relationship-driven Senior Account Manager to take full ownership of a portfolio of sponsor and CRO accounts. You'll be the client's main point of contact post-implementation, leading proactive, consultative conversations with decision-makers and clinical operations leaders, and taking accountability for both account health and account growth.
This role blends account management, business development, and deal execution. Â You'll manage renewals and expansion opportunities, help shape pricing and proposals, and work cross-functionally with Customer Success and Product to make sure clients get real value from the platform.
Key Responsibilities
Account ownership & relationship management
- Serve as the primary relationship owner and point of contact for an assigned portfolio of sponsor and CRO accounts, accountable for account health and retention
- Build senior-level relationships with clinical operations leaders and study teams, acting as a trusted advisor on trial recruitment and operations
- Run regular business reviews with client stakeholders to demonstrate value delivered and align on account strategy
- Own escalation and issue resolution for your accounts, partnering with Customer Succes, Support, and Product
Growth, cross-sell & upsell
- Own revenue and expansion targets for your account portfolio, building account plans that identify new studies, sites, or platform modules to bring into existing accounts
- Proactively prospect and qualify new opportunities within accounts, engaging decision-makers and influencers beyond your initial point of contact
- Track and report on pipeline generated from existing accounts against quarterly growth targets
- Position new features and platform capabilities in the context of each client's specific trial needs
Proposals, pricing & deal execution
- Lead the end-to-end proposal process for account expansions, including RFP responses and competitive positioning
- Partner with leadership on pricing, packaging, and contract terms for renewals and expansions
- Negotiate and close renewal and expansion agreements
- Serve as the client's main point of contact through contract signature, then coordinate with Clinical Operations for a smooth handoff and kickoff
Cross-functional collaboration
- Partner with Sales, Customer Success, Clinical Operations, Marketing, and Product to keep the client experience consistent across the account
- Maintain a clear view of each account's org structure, goals, and upcoming trials to anticipate needs and surface new opportunities early
Required Qualifications
- Bachelor's degree and 5+ years of experience in account management, business development, or another client-facing revenue role, or an equivalent combination of education and experience
- Proven track record of owning renewal or expansion targets and closing deals with senior-level stakeholders
- Experience running a full sales or renewal cycle: prospecting and qualifying opportunities, building proposals, negotiating terms, and closing
- Comfortable leading pricing conversations and contract negotiations
- Strong consultative and relationship-building skills with director-level and above stakeholders
- At least 1-2 years of direct, indirect, or cross-functional team leadership experience
- Excellent written and verbal communication skills, including running executive-level business reviews
- Proficiency with a CRM (e.g., Salesforce, HubSpot) and account health tracking tools
- Willingness to travel up to 20-25% of the time for client business (update to reflect actual expectation)
Preferred Qualifications
- Background in life sciences, clinical trials, or healthcare technology, ideally with pharmaceutical sponsors, CROs, or clinical sites
- Familiarity with clinical trial recruitment, prescreening, decentralized trial models, or real-world evidence/real-world data offerings
- Experience selling or supporting SaaS platforms into regulated or highly technical buyers
- Experience responding to RFPs and leading competitive or bid-defense conversations
- Remote, based anywhere in the United States
Location:
- Remote, based anywhere in the United States
Senior Account Manager · ProofPilot, Inc.