# Strategic Accounts - Vice President

**Company**: iCapital
**Location**: Remote - United States
**Work arrangement**: remote
**Experience**: senior
**Job type**: full-time
**Salary**: $125,000 to $135,000
**Category**: Sales
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/icapitalnetwork/jobs/8753606002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_d9d8a437-410

## Description

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.

This individual will own the full client lifecycle and serves as both a strategic seller and trusted advisor, developing a deep understanding of clients' businesses, priorities, and growth objectives and aligning iCapital's solutions to support their success.

Responsibilities:

- Generate sustainable revenue and take responsibility for achieving and exceeding assigned sales and growth targets.

- Identify, develop, and close new business opportunities while maintaining a healthy and well-managed sales pipeline.

- Own client relationships across the full commercial lifecycle, from prospecting and opportunity development through ongoing relationship management, retention, and expansion.

- Develop a deep understanding of prospective and existing clients' businesses, strategic goals, priorities, challenges, and growth initiatives.

- Build and maintain trusted relationships with executive, business, technology, and operational stakeholders.

- Develop and execute strategic account plans that address client objectives, revenue opportunities, relationship priorities, and retention risks.

- Present and demonstrate iCapital products and services, connecting capabilities to client needs and strategic objectives.

- Conduct regular business reviews, strategic planning sessions, and account health assessments with key clients.

- Identify expansion opportunities, account risks, and client needs and develop appropriate action plans.

- Serve as the voice of the customer internally and partner with Product, Client Delivery, Production Support, and Leadership to address client needs and execute strategic initiatives.

- Support the resolution of escalated client issues through proactive communication, stakeholder alignment, and consistent follow-through.

- Maintain a deep understanding of iCapital's platform, products, processes, capabilities, and product roadmap.

- Stay informed of life insurance, annuity, distribution, technology, and broader industry trends and incorporate relevant insights into client strategies.

- Maintain accurate Salesforce records, account plans, opportunities, forecasts, client activity, and other required documentation.

- Participate in industry events, conferences, working groups, and associations to develop relationships, identify opportunities, and strengthen iCapital's industry presence.

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

- Experience working 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

- Able 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

- Able to travel up to 50% of the time

Benefits: The base salary range for this role is $125,000 to $135,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

## Skills

### Required
- enterprise sales
- strategic account management
- relationship management
- customer success
- consulting
- SaaS
- technology
- insurance industry
- life insurance
- annuity products
- carrier operations
- insurance distribution
- sales qualification methodologies
- MEDDPICC
- Mutual Action Plans
- Microsoft Office Suite
- Salesforce.com

### Nice to have
- experience working with insurance carriers
- distributors
- IMOs
- BGAs
- Spanish

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/icapitalnetwork/jobs/8753606002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)