Strategic Accounts - Vice President

The role

The Vice President, Strategic Accounts will drive new business growth and develop strategic relationships across the life insurance and annuity market. This individual will own the full client lifecycle and execute account strategies to align iCapital solutions with client objectives.

What you will do

• Generate sustainable revenue and achieve assigned sales and growth targets.
• Identify, develop, and close new business opportunities.
• Own client relationships across the full commercial lifecycle.
• Develop a deep understanding of prospective and existing clients' businesses.
• Build and maintain trusted relationships with executive, business, technology, and operational stakeholders.
• Develop and execute strategic account plans.
• Present and demonstrate iCapital products and services.
• Conduct regular business reviews and strategic planning sessions.
• Identify expansion opportunities and account risks.
• Serve as the voice of the customer internally.

Required qualifications

• 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, with 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
• Demonstrated ability to build relationships with senior and executive-level stakeholders
• Strong strategic planning, consultative selling, presentation, negotiation, communication, and problem-solving skills
• Able to influence outcomes across multiple departments and stakeholders without direct authority
• Proficiency with Microsoft Office Suite and Salesforce.com or comparable CRM platforms
• Able to travel up to 50% of the time

Nice to have

• Experience working with insurance carriers, distributors, IMOs, BGAs, or other life and annuity market participants
• Experience with sales qualification methodologies such as MEDDPICC and knowledge of Mutual Action Plans

Benefits

• Salary
• Equity for all full-time employees
• Annual performance bonus
• Employer matched retirement plan
• Generously subsidized healthcare
• 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)

About the company

iCapital is looking to hire a Vice President, Strategic Accounts to drive new business growth and develop long-term strategic relationships across the life insurance and annuity market.