Account Manager at Picis Clinical Solutions, Inc. in Boston, Massachusetts

Job Description:

The Account Manager is responsible for managing already existing accounts and looking for opportunities to grow Medstreaming’s market share through upsell and cross sell strategies. They also create market opportunity analysis in the assigned base of accounts for additional products to sell and work with marketing to create sales campaigns around the opportunity identified. By overseeing a portfolio of assigned customers, the Account Manager can develop and establish relationships with customers and coordinate actions needed to maintain customer satisfaction as well as grow our share of the customer’s technology portfolio. 

Account Managers also answer client queries and identify new potential problems or issues. In this role, they will liaise with cross-functional internal teams including dispatch, customer care, and technical support departments to improve the entire customer experience. This allows us to monitor customer experience and maintain, preserve or improve customer satisfaction.

General responsibilities:

• The Account Manager will have assigned list of customers – keep client records updated and accurate in company CRM tools


• Analyze opportunities for each customer to increase their portfolio of Medstreaming solutions


• Utilize the company CRM tools to plan and record activities and campaigns to create interest in additional Medstreaming workflow solutions


• Establishes daily, weekly, or monthly calls with the customer to maintain client satisfaction and create new upsell opportunities.


• Ensures timely escalation / resolution of client issues


• Will maintain notes of all interactions with the customer in the company CRM solution to ensure a historical record of interactions between Medstreaming and the client


• Responsible to generate weekly, and monthly reports of their activity and pipeline movement to the Account Manager’s territory plan

Qualifications and education requirements

• Advanced degree (BA, BS) in related field or equivalent experience


• Minimum of 5 years of experience in vascular and cardiac ultrasound


• Demonstrated success in a client management role


• Preferred skills


• Cardiovascular non-invasive/invasive PACS experience


• Experience managing clients via account management software (salesforce CRM)


• Ability to recognize opportunity and create action items to pursue to seize such opportunity


• Desire to achieve ever higher client satisfaction in your assigned accounts