Sales and Account Manager- Analyst

The role

This individual will support the Sales and Strategic Account Management organization across carrier and distributor relationships. The role involves operational coordination, account administration, reporting, and sales support activities.

What you will do

• Support Carrier Account Managers and Strategic Account Managers in managing assigned carrier and distributor relationships.
• Coordinate client meetings, prepare agendas and materials, document meeting notes, and track follow-up actions.
• Maintain accurate account, opportunity, activity, and contact records within Salesforce.
• Track client commitments, deliverables, production support issues, implementation activities, and internal action items.
• Prepare account reports, account health summaries, client activity reports, ticket summaries, and executive-ready presentations.
• Assist with client visits, conferences, strategic planning sessions, and meeting logistics.
• Qualify inbound leads and route opportunities to the appropriate sales or account management resource.
• Support outbound lead generation activities, marketing campaigns, prospect outreach, and event follow-up efforts.
• Participate in prospect discovery calls, demonstrations, and sales follow-up activities.
• Build and maintain Salesforce reports, dashboards, and data integrity.

Required qualifications

• Minimum of 1-3 years of professional experience in account coordination, customer success, client service, project coordination, operations, insurance, financial services, SaaS, or related fields
• Strong organizational and time-management skills
• Excellent written, verbal, and presentation communication skills
• Strong attention to detail and follow-through
• Able to manage multiple priorities simultaneously
• Experience using Microsoft Office Suite, especially PowerPoint and Excel
• Able to build effective relationships and collaborate across teams
• Self-motivated, proactive, and able to work independently in a fast-paced environment
• Strong customer-service orientation with a focus on responsiveness and follow-through

Nice to have

• Experience using Salesforce or comparable CRM platforms
• Knowledge of life insurance, annuities, financial services, or InsureTech

Benefits

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

About the company

iCapital is looking to hire a Sales and Account Management Analyst to join the Annuities Platform team.