客户经理
Account Executive
一个BOLDSCIENCE的客户经理（AE）是一位擅长协调多项任务并确保其客户团队获得准确及时更新的组织高手。许多人刚进入医学传播行业，但具备求知欲和持续学习与发展的热情。在职业发展的这个阶段，他们主要专注于学习和提问。在BOLD，他们将从医学传播行业中学习，并开始培养项目管理和财务管理技能。AE希望作为团队的一员工作，并不断寻找帮助和支持客户团队的方法。他们具备良好的自我认知，知道何时要主动推动工作进展，何时需要停下来与高级领导沟通确认方法。
日常职责：
在BOLDSCIENCE，每天的工作都不尽相同，我们的客户经理会积极参与、亲自投入到为客户的客户团队提供日常支持中。通过他们积极主动的态度和推动工作的坚持，他们很快成为客户团队的重要成员。一些日常职责包括：
客户管理技能：
- 进行自主研究并提出问题，以提升对客户账户的知识，了解关键治疗领域和竞争格局
- 定期提问以建立对客户业务和内部BOLD流程及最佳实践的理解
- 了解其客户团队中各角色的职责，并理解其日常职责如何为整个团队做出贡献；开始认识到自己的角色不仅仅是孤立的任务，能够从更广泛的角度思考其对整个团队的影响，并意识到保持个人信息更新的重要性
- 根据需要使用平台或客户特定工具，如Datavision和/或Veeva。任务可能包括数据录入和审计、材料准备、上传和跟踪以及报告编制
项目管理技能：
- 协助客户团队准备准确的时间线、状态报告、行动清单和联系人报告，确保所有信息都是最新的
- 协调内部/外部会议的安排和执行，准备议程和会议纪要，并推动后续行动的落实
- 在内部和外部会议之前，确保团队拥有更新的状态报告和发票跟踪表
查看英文原文
A BOLDSCIENCE Account Executive (AE) is an organizational guru who can juggle multiple deadlines while ensuring their account teams receive accurate and timely updates. Many are new to the medical communications industry but have an inquisitive mindset and a passion for continuously learning and developing. At this stage in their careers, it is all about learning and asking questions. At BOLD, they will learn from the medical communications industry and start to develop their project and financial management skills. An AE desires to work as part of a team and is constantly looking for ways to help and support their account teams. They have excellent self-awareness to know when to drive actions forward proactively and when to stop and sense check their approach with senior leaders.
DAY TO DAY RESPONSIBILITIES:
At BOLDSCIENCE, no two days are the same, and our Account Executives play an active, hands-on role in providing day-to-day support to their client account teams. Through their proactive approach and persistence to drive actions forward, they quickly become an integral member of their account teams. Some of the day-to-day responsibilities include:
Client Management Skills:
- Carries out their own research and asks questions to develop their knowledge of the client account, gain background on key therapy areas and the competitor landscape
- Regularly asks questions to build their knowledge and understanding of the client business and internal BOLD processes and best practice
- Develops a good understanding of the roles of their account team and understands how their day-to-day responsibilities contribute to the wider team; starting to understand their role is more than isolated tasks and can think laterally about the impact they have on the wider team and the importance of keeping individuals informed and updated
- Uses platforms or client-specific tools such as Datavision and/or Veeva as required. Tasks may include data entry and audit, preparation, upload, and tracking of materials and/or reporting
Project Management Skills:
- Supports the account team with the preparation of accurate timelines, status reports, action lists, and contact reports, ensuring that all information is up to date
- Coordinates the scheduling and execution of internal/external meetings, prepares agendas and meeting minutes, and drives forward follow-up actions
- Before internal and external meetings, ensures that the team has updated status reports and invoice trackers. Makes sure that the account lead has an accurate snapshot of account activity
- Takes ownership and responsibility for the timely and efficient implementation of assigned aspects of projects, consistently setting and meeting project deadlines in conjunction with their account lead
- Where required, will assist with specific elements of onsite preparation such as onsite materials and assisting with the booking of travel & accommodation
- Flexible and adaptable in approach. Happy to roll up their sleeves with all activities across their accounts
- Works with the wider BOLDSCIENCE team (Scientific, Creative, Editorial, Finance, etc.) to ensure timely review and delivery of client deliverables
Financial Management Skills:
- Starts to gain exposure of account financials, recognizing red flags to the account team and suggesting solutions for resolution
- Becoming familiar with finance tracking software
- Effectively liaises with external suppliers and sets up new Purchase Orders
- Sets up new Job Codes
- Completes timesheets accurately and in a timely manner
- Requests and tracks client invoices. Flags to the account lead what is coming up this month
- Gains an understanding of budgets and the importance of working within an agreed budget. Starts to own elements of the financial process and ask questions to ensure that processes are being followed correctly
REQUIRED QUALIFICATIONS:
- Bachelor’s degree preferred in science, pharmacology, or medicine
- Strong organizational, communication, and relationship-building skills
- Good attention to detail
- Experience working in a busy, fast-paced environment with the ability to manage multiple projects while maintaining precision and excellence
- Prior relevant interests and work experience
- Strong computer proficiency and English grammar are also required
- Track record of working effectively within a team environment