Strategic Accounts - Vice President

43 minutes ago
Full-time
Executive
Sales and Business Development
iCapital

iCapital

iCapital provides a digital platform that enables qualified investors and their advisors to access a diverse range of private equity strategies, facilitating the investment process in alternative assets through streamlined management capabilities and i...

Capital Markets
1K-5K
Founded 2013
$100M raised

Description

  • Generate revenue and achieve or exceed assigned sales and growth targets.
  • Identify, develop, and close new business opportunities while maintaining a qualified sales pipeline.
  • Manage client relationships across prospecting, sales, retention, expansion, and ongoing account management.
  • Develop and execute strategic account plans aligned with client objectives, revenue opportunities, and retention risks.
  • Build trusted relationships with executive, business, technology, and operations stakeholders.
  • Present iCapital products and services and connect solutions to client needs.
  • Conduct business reviews, strategic planning sessions, and account health assessments.
  • Identify expansion opportunities, client needs, and account risks, then develop action plans.
  • Represent customer needs internally and collaborate with Product, Client Delivery, Production Support, and leadership teams.
  • Maintain Salesforce records, forecasts, account plans, and opportunity documentation while participating in relevant industry events.

Requirements

  • 8–10+ years of experience in enterprise sales, strategic account management, relationship management, customer success, consulting, or similar client-facing roles.
  • 4+ years of insurance industry experience, including knowledge of life insurance, annuities, carrier operations, and insurance distribution.
  • Proven success selling complex SaaS, technology, or enterprise solutions and managing sophisticated client relationships.
  • Track record of achieving or exceeding revenue, sales, retention, or growth objectives.
  • Experience managing the full client lifecycle, including prospecting, complex sales, retention, and expansion.
  • Experience with insurance carriers, distributors, IMOs, BGAs, or other life and annuity participants is preferred.
  • Ability to build relationships with senior and executive-level stakeholders and influence across departments without direct authority.
  • Strong strategic planning, consultative selling, presentation, negotiation, communication, and problem-solving skills.
  • Experience with MEDDPICC and Mutual Action Plans is preferred.
  • Proficiency with Microsoft Office and Salesforce or comparable CRM platforms; availability to travel up to 50%.

Benefits

  • Base salary range of $125,000–$135,000.
  • Equity for all full-time employees and an annual performance bonus.
  • Employer-matched retirement plan.
  • Subsidized healthcare with employer-paid dental, vision, telemedicine, and virtual mental health counseling.
  • Parental leave and unlimited paid time off.
  • Fully remote work arrangement.

Interested in this position?

Apply directly on the company website

Apply Now

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