Strategic Accounts - Vice President

1 hour, 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 healthy sales pipeline.
  • Own client relationships from prospecting through relationship management, retention, and expansion.
  • Develop and execute strategic account plans aligned with client objectives, revenue opportunities, and retention risks.
  • Build trusted relationships with executive, business, technology, and operational stakeholders.
  • Present iCapital products and services in relation to client needs and strategic goals.
  • Conduct business reviews, strategic planning sessions, and account health assessments.
  • Identify expansion opportunities, account risks, and client needs, and develop action plans.
  • Represent client needs internally and collaborate with Product, Client Delivery, Production Support, and Leadership teams.
  • Maintain Salesforce records, account plans, forecasts, client activity, and other documentation.
  • Monitor life insurance, annuity, distribution, technology, and industry trends.
  • Participate in industry events, conferences, working groups, and associations.

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, annuity products, carrier operations, and insurance distribution.
  • Demonstrated success selling complex SaaS, technology, or enterprise solutions.
  • 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 market participants preferred.
  • Ability to build relationships with senior and executive-level stakeholders.
  • Strong strategic planning, consultative selling, presentation, negotiation, communication, and problem-solving skills.
  • Ability to influence across departments and stakeholders without direct authority.
  • Experience with MEDDPICC and Mutual Action Plans preferred.
  • Proficiency with Microsoft Office and Salesforce or comparable CRM platforms.
  • Willingness to travel up to 50% of the time.

Benefits

  • Base salary 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 environment.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Enterprise Sales Manager

ALX Africa 1K-5K Diversified Consumer Services

ALX Africa is seeking a remote, Africa-based Enterprise Sales Manager to grow ALX Enterprise’s corporate training business and close strategic revenue partnerships that support the organization’s financial sustainability.

CRM
1 hour, 13 minutes ago

Account Executive, Mid-Market

Muck Rack 51-250 Internet Software & Services

Muck Rack is seeking a Mid-Market Account Executive to expand its customer base by managing the full sales cycle for sophisticated SaaS solutions sold to mid-market organizations.

Agile Salesforce
1 hour, 28 minutes ago

Territory Account Manager - North Phoenix, AZ

HeartFlow 251-1K Health Care Providers & Services

Heartflow is seeking a remote Territory Account Manager to drive adoption of its AI-powered cardiovascular diagnostic technology across a designated geographic region by developing customer relationships and clinical programs.

Salesforce
1 hour, 28 minutes ago

Client Solutions Partner, Level 2

CharterUP 51-250 Consumer Services

CharterUP is hiring a remote Client Solutions Partner to manage high-volume inbound and outbound sales, grow a book of business, and drive new and repeat revenue for its AI-powered group transportation platform.

CRM Salesforce
1 hour, 43 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers