Account Manager

🕒 April 25

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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Equisoft

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1994

☁️ SaaS

🤝 B2B

💸 Finance

SaaS • B2B • Finance

Equisoft is an AI-enabled software and services company that provides integrated front‑ and back‑office platforms for insurance and investment organizations. It offers policy administration, agency management, pension & investment systems, illustrations, advisor CRM, electronic applications and implementation services (OIPA integration, data migration, IFRS 17 compliance), helping manufacturers, distributors and advisors modernize operations, improve customer experience and detect fraud. Equisoft delivers SaaS products and consultative, onshore implementation support to financial institutions globally.

📋 Description

• Manage all stakeholder relationships within client’s business, IT and operations units to ensure that expectations and priorities are clear and that all required support is in place to achieve the objectives of the engagement. • Responsible for the growth of the account by prospecting, evaluating and proposing additional Equisoft products and services in support of the client’s business and technology objectives. • Responsible for the P&L and meeting/exceeding the profitability goals set by Equisoft for each assigned account. • Collaborate with internal and external stakeholders and assist in overseeing the planning, management and implementation of customer projects related to Equisoft's products and services to ensure all customer commitments are met. • In alignment with client’s and Equisoft’s objectives, create an annual account plan detailing opportunities to be pursued, relationships to be nurtured and account risks.

🎯 Requirements

• Technical Bachelor Degree in Information Technology, Insurance, Finance or a related field • Minimum 8-10 years of experience with strong account management, relationship management and/or business development experience • Minimum 5 years of experience in the Insurance and/or Wealth Distribution market (advisors, brokers, general agents, etc.) • Excellent knowledge of Program and Project Management • Must have experience with proposal creation and contract management • Consulting experience in IT and/or in the insurance industry • Must be willing to travel 30-40% monthly • Excellent knowledge of English (Written and Oral) • Soft skills • Must have experience interacting with and building executive level client relationships • Strong leadership, interpersonal, communication, presentation and negotiating skills • Strong sense of organization and prioritizing • Ability to communicate, write and synthesize information • Ability to multi-task in a rapid-paced environment • Team spirit, tact, diplomacy, autonomy, rigor, and discipline • Public speaking and meeting facilitation skills

🏖️ Benefits

• Medical • Dental • Telemedicine Program • Quarterly Enrollment for Retirement Funds • Flexible hours • Educational Support (LinkedIn Learning, LOMA and Equisoft University)