Senior Account Technology Strategist – Financial & Insurance Vertical

Cloud Software Group

. Develop strategic partnerships and trusted relationships with customers, technical stakeholders, and decision-makers .

Posted 11/8/2026full-timeRemote • United StatesSenior💰 $104,594 - $156,890 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing strategic partnerships and technology roadmaps that align with business goals, while effectively managing customer relationships and driving technology adoption. Proficient in conducting technical presentations and product demonstrations to articulate value propositions and address customer needs.

Highest-signal resume keywords

Technical Customer Service ExperienceDaaS / VDI KnowledgeSales and Product Solution KnowledgeAnalytical and Negotiation SkillsPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Technology Roadmap DevelopmentValue Proposition DevelopmentCustomer Adoption StrategiesTechnical Engagement OrchestrationProduct DemonstrationProof-of-Concept SolutionsSales Execution SupportRevenue ForecastingBusiness Process ImplementationUse-Case Strategy

Soft Skills

Relationship BuildingMentoringIndependent WorkTask PrioritizationCommunication Skills

Tools & Technologies

SalesforceEnterprise Mobility ManagementData ManagementData AnalyticsEnterprise Security

Certifications & Qualifications

CitrixMicrosoft AzureAWSGoogle CloudSecurity Certifications

Industry Keywords

High-TechIndirect SalesProcurementFinancial ServicesInsurance

Tech Stack

Tools & technologies

AWSAzureCitrixCloud

About the role

Key responsibilities & impact

Develop strategic partnerships and trusted relationships with customers, technical stakeholders, and decision-makers
Lead the end-to-end customer journey and develop technology roadmaps aligned with business and IT goals
Identify value-creation opportunities and provide technical expertise supporting sales execution
Develop value propositions that increase customer consumption and adoption
Provide technical thought leadership and articulate industry trends and insights
Orchestrate technical engagement and resources to meet customer needs
Address technical and competitive objections during sales-cycle evaluations
Assess product applications, demonstrate solution value, and minimize churn
Conduct remote and on-site product demonstrations and technical presentations
Engage subject-matter resources for feature demonstrations and discussions
Build complex, multi-product proof-of-concept solutions
Manage customer concerns and coordinate with senior leaders and SMEs for resolution
Conduct case reviews and proactively ensure customer environments run optimally
Maintain customer interaction, use-case, strategy, and project records in Salesforce
Represent and evangelize the company’s vision and technologies externally
Provide account updates to Sales and Sales Engineering management
Present effectively to executives, customers, and prospects
Contribute to go-to-market strategies and initiatives beyond assigned accounts
Position against competitive technologies to win opportunities
Share best practices, create innovative use cases, and mentor ATS professionals
Collaborate across sales, product development, and marketing
Drive strategic upselling, cross-selling, and new business development
Align technology solutions with customer business strategy and outcomes
Support GTM strategies and product development direction

Requirements

What you’ll need

Bachelor’s degree or equivalent experience required
5+ years of technical customer service experience in high-tech, indirect sales, and/or procurement environments
Record of success in driving customer adoption of technology
Ability to travel
Broad understanding of DaaS / VDI, applications, enterprise browser, enterprise mobility management, networking, enterprise security, data management, and data analytics
Strong understanding of business processes and their implementation into enterprise applications
Analytical and negotiation skills, particularly at the C-level
Ability to explain technological and business concepts clearly
Ability to evaluate, develop, reshape, mentor, and inspire teams
Track record of delivering revenue numbers and supporting accurate forecasts
Ability to work independently with limited oversight
Ability to prioritize and manage diverse tasks, objectives, and risks
Excellent oral, written, and presentation skills
Specialized sales and product solution knowledge
Beneficial but not required certifications include Citrix, Microsoft Azure, AWS, Google Cloud, and updated security certifications
Background in financial and/or insurance-related customers

Benefits

Comp & perks

Healthcare benefits
Life insurance
Disability benefits
401(k) plan and company match
Annual bonus eligibility
Sales incentives eligibility