Senior Account Technology Strategist – Financial & Insurance Vertical

Cloud Software Group

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

Posted 9/28/2026full-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 technical engagement to drive customer satisfaction and retention. Possesses strong analytical, negotiation, and presentation skills, with a focus on aligning technology solutions with business strategies.

Highest-signal resume keywords

Technical Customer Service ExperienceDaaS / VDI KnowledgeSales and Product Solution KnowledgeAnalytical and Negotiation SkillsMentoring and Team Development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer Relationship ManagementTechnical PresentationsProduct DemonstrationsRevenue GenerationStrategic Planning

Soft Skills

Communication SkillsProblem-SolvingAdaptabilityLeadershipCollaboration

Tools & Technologies

SalesforceEnterprise Mobility ManagementData ManagementData AnalyticsEnterprise Security

Certifications & Qualifications

Citrix Certified Expert Virtualization (CCE-V)Citrix Certified Professional – VirtualizationMicrosoft Certified Azure AdministratorAWS Certified Cloud PractitionerGoogle Associate Cloud Engineer

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
Integrate with customers and maintain relationships across all organizational levels
Understand customers’ changing environments and create strategic plans aligned with future goals
Provide technical thought leadership and articulate industry trends and insights
Orchestrate technical engagement and resources to meet customer needs
Overcome technical and competitive objections during the sales cycle
Assess product applications, demonstrate solution value, and drive customer satisfaction and retention
Conduct product demonstrations and technical presentations remotely or at customer locations
Engage in continuous discovery with SAs, PSEs, PMs, and other resources
Build complex, multi-product proof-of-concept solutions for customer evaluations
Manage customer concerns and coordinate with senior leaders and subject-matter experts
Conduct case reviews, anticipate issues, and ensure customer environments run optimally
Maintain detailed customer interaction, use-case, technical strategy, and project records in Salesforce
Serve as an external spokesperson and evangelist for the company’s vision and technologies
Provide account updates to Sales and Sales Engineering management
Present and communicate effectively at an executive level
Own or collaborate on go-to-market and other sales-area initiatives
Maintain knowledge of competitive technologies and positioning
Share best practices and provide team thought leadership
Create and share innovative use cases and go-to-market strategies
Mentor and lead other ATS professionals
Collaborate across sales, product development, and marketing
Adapt technology strategies to changes in the technology landscape
Apply industry knowledge, including trends, challenges, and regulatory environments
Take ownership of outcomes and accountability for strategic goals
Drive revenue through strategic upselling, cross-selling, and new business development
Align technology solutions with customers’ business strategies and outcomes
Assist with initiatives supporting go-to-market strategies and product development

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 driving customer adoption of technology
Ability to travel
Understanding of CSG’s competitive domain and technologies
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 quickly grasp and distinctly explain technological and business concepts
Ability to evaluate and develop existing teams while mentoring and inspiring the team
Track record of consistently 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
High level of specialized sales and product solution knowledge
Beneficial but not required: Citrix Certified Expert Virtualization (CCE-V), Citrix Certified Professional – Virtualization, CC-VAD-CC, CC-VAD-MA, CC-VAD-AWS, Microsoft Certified Azure Administrator or Azure Solutions Architect, AWS Certified Cloud Practitioner, Google Associate Cloud Engineer, and updated security certifications
Background in financial and/or insurance-related customers

Benefits

Comp & perks

Annual bonus and sales incentives may be available depending on the applicable plan, role, and individual performance
Healthcare benefits
Life insurance
Disability benefits
401(k) plan and company match