Vice President, Strategic Accounts

🕒 Outubro 8

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $125.000 - $135.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

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iCapital

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2013

💸 Finanças

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

A iCapital é uma plataforma líder em tecnologia especializada em investimentos alternativos, notas estruturadas e anuidades. A empresa conecta gestores de patrimônio e gestores de ativos através de seu mercado principal, oferecendo uma gama de soluções de investimento, incluindo fundos hedge, estratégias de mercado privado e soluções de resultado definido. A iCapital fornece um sistema operacional completo que automatiza investimentos em mercados privados e inclui ferramentas como o Architect para construção de portfólios, um Centro de Documentos para gerenciamento de documentos e DLT para tecnologia de livro-razão distribuído. Com foco em educação, pesquisa e conformidade, a iCapital serve como um parceiro confiável para profissionais financeiros que buscam gerenciar e investir em produtos financeiros complexos de forma eficiente.

Descrição

• Drive new business growth and develop long-term strategic relationships across the life insurance and annuity market • Own the full client lifecycle from prospecting and opportunity development through relationship management, retention, and expansion • Generate sustainable revenue and achieve or exceed assigned sales and growth targets • Identify, develop, and close new business opportunities while maintaining a healthy sales pipeline • Develop and execute strategic account plans aligned with client objectives, revenue opportunities, relationship priorities, and retention risks • Build trusted relationships with executive, business, technology, and operational stakeholders • Present and demonstrate iCapital products and services in line with client needs and strategic objectives • Conduct business reviews, strategic planning sessions, and account health assessments • Identify expansion opportunities, account risks, and client needs and develop action plans • Partner with Product, Client Delivery, Production Support, and Leadership to address client needs and execute strategic initiatives • Support resolution of escalated client issues • Maintain knowledge of iCapital’s platform, products, processes, capabilities, and product roadmap • Monitor life insurance, annuity, distribution, technology, and broader industry trends • Maintain accurate Salesforce records, account plans, opportunities, forecasts, client activity, and documentation • Participate in industry events, conferences, working groups, and associations

🎯 Requisitos

• 8-10+ years of experience across enterprise sales, strategic account management, relationship management, customer success, consulting, or similar client-facing roles • 4+ years of insurance industry experience • Strong knowledge of life insurance, annuity products, carrier operations, and insurance distribution • Demonstrated success selling complex SaaS, technology, or enterprise solutions and managing sophisticated client relationships • Successful track record of achieving or exceeding revenue, sales, retention, or growth objectives • Experience managing the full client lifecycle, including prospecting, complex sales processes, relationship management, retention, and expansion • Experience with insurance carriers, distributors, IMOs, BGAs, or other life and annuity market participants is preferred • Demonstrated 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 outcomes across multiple departments and stakeholders without direct authority • Experience with sales qualification methodologies such as MEDDPICC and knowledge of Mutual Action Plans is preferred • Proficiency with Microsoft Office Suite and Salesforce.com or comparable CRM platforms • Ability to travel up to 50% of the time

🏖️ Benefícios

• Equity for all full-time employees • Annual performance bonus • Employer matched retirement plan • Subsidized healthcare • 100% employer-paid dental • Vision coverage • Telemedicine • Virtual mental health counseling • Parental leave • Unlimited paid time off (PTO) • Fully remote work