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Empathy

Strategic Account Executive, Financial Services

Empathy

. Cultivate and oversee a sales pipeline within the Insurance and Wealth sector .

Posted 9/30/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in sales and business development within the Insurance and Wealth sector, with a strong focus on strategic deal modeling, contract negotiation, and building relationships with C-level executives. Proven ability to drive revenue growth through effective pipeline management and collaboration with cross-functional teams.

Highest-signal resume keywords
5+ Years Sales ExperienceBusiness Development ExpertiseMEDDIC/MEDDPIC Sales MethodologyContract Negotiation SkillsFamiliarity with U.S. Insurance and Wealth Products

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
Sales Pipeline ManagementValue CreationOpportunity ManagementEnterprise-Level Sales CyclesQuota Surpassing
Soft Skills
EmpathyInfluencing Senior LeadershipBuilding Trust
Tools & Technologies
SalesforceGmail
Industry Keywords
Insurance SectorWealth SectorFinancial InstitutionsC-Level EngagementStrategic Partnerships

About the role

Key responsibilities & impact
  • Cultivate and oversee a sales pipeline within the Insurance and Wealth sector
  • Formulate strategic deal models and cultivate complex partnerships
  • Identify and capitalize on new business prospects to drive revenue and sustainable financial growth
  • Engage and influence senior leadership at major financial institutions
  • Lead negotiations throughout the sales process to secure favorable terms for multi-year contracts
  • Foster connections with industry experts for strategic collaborations and business expansion
  • Collaborate with Product and Marketing teams to develop holistic solutions
  • Partner with Insurance and Wealth department members at industry events and joint deals
  • Deliver Empathy's technology-enabled, human-centric support solutions to employers, insurers, and financial institutions

Requirements

What you’ll need
  • 5+ years of successful sales experience within a SaaS organization, preferably selling into financial or insurance institutions
  • 3+ years of hands-on business development experience, including value creation, contract negotiation, funnel creation, and opportunity management
  • Familiarity and experience applying and running a MEDDIC or MEDDPIC sales methodology
  • Ability to present to and build trust with C-level executives at Fortune 500 firms
  • Demonstrated success navigating complex, enterprise-level sales cycles involving multiple stakeholders and averaging high six-figure ACV agreements
  • Proven track record of surpassing quotas in high-growth sales environments
  • General familiarity with U.S. Insurance and Wealth products/services and claims decision-making processes
  • Willingness to travel across the U.S. approximately 15% of the time
  • Prior exposure to Insurance and Wealth organizations is preferred, not required
  • Strong understanding of Insurance and Wealth agents' needs and pain points
  • Familiarity with Salesforce and Gmail
  • Core hours aligned with the assigned territory's time zone

Benefits

Comp & perks
  • Uncapped annual variable based on goal attainment
  • Equity
  • Full benefits package
  • Premium healthcare
  • Comprehensive paid time off
  • Flexible parental leave
  • Premium access to the Empathy platform and support for employees and their families through bereavement care
  • Company-sponsored 401(k) plan with up to a 4% employer match
  • Competitive stock options
  • Annual retreats
  • Team lunches for the NYC office
  • Remote employee stipend