Vice President, Strategic Accounts

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $125k - $135k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 2%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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iCapital

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

iCapital is a leading technology platform specializing in alternative investments, structured notes, and annuities. The company connects wealth managers and asset managers through its flagship marketplace, offering a range of investment solutions including hedge funds, private market strategies, and defined outcome solutions. iCapital provides an end-to-end operating system that automates private market investing and includes tools like Architect for portfolio construction, a Document Center for document management, and DLT for distributed ledger technology. With a focus on education, research, and compliance, iCapital serves as a trusted partner for financial professionals seeking to manage and invest in complex financial products efficiently.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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