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iCapital

Vice President, Strategic Accounts

iCapital

. Drive new business growth and develop long-term strategic relationships across the life insurance and annuity market .

Posted 10/8/2026full-timeRemote • United StatesLead💰 $125,000 - $135,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates extensive experience in enterprise sales and strategic account management within the life insurance and annuity market, with a strong focus on relationship management and achieving revenue growth. Proficient in consultative selling, strategic planning, and managing the full client lifecycle to drive business success.

Highest-signal resume keywords
Enterprise Sales ExperienceStrategic Account ManagementLife Insurance KnowledgeSaaS Sales SuccessSalesforce Proficiency

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
Client Lifecycle ManagementConsultative SellingStrategic PlanningNegotiationProblem-SolvingRevenue Growth AchievementSales Qualification MethodologiesPresentation SkillsRelationship ManagementAccount Planning
Soft Skills
CommunicationInfluencing OutcomesBuilding Relationships
Tools & Technologies
Salesforce.comMicrosoft Office Suite
Industry Keywords
Life InsuranceAnnuity ProductsInsurance DistributionCarrier OperationsClient SuccessBusiness DevelopmentSales Pipeline ManagementMarket TrendsExecutive Stakeholder EngagementClient Retention

Tech Stack

Tools & technologies
SFDC

About the role

Key responsibilities & impact
  • Drive new business growth and develop long-term strategic relationships across the life insurance and annuity market
  • Own the full client lifecycle from prospecting and opportunity development through relationship management, retention, and expansion
  • Generate sustainable revenue and achieve or exceed assigned sales and growth targets
  • Identify, develop, and close new business opportunities while maintaining a healthy sales pipeline
  • Develop and execute strategic account plans aligned with client objectives, revenue opportunities, relationship priorities, and retention risks
  • Build trusted relationships with executive, business, technology, and operational stakeholders
  • Present and demonstrate iCapital products and services in line with client needs and strategic objectives
  • Conduct business reviews, strategic planning sessions, and account health assessments
  • Identify expansion opportunities, account risks, and client needs and develop action plans
  • Partner with Product, Client Delivery, Production Support, and Leadership to address client needs and execute strategic initiatives
  • Support resolution of escalated client issues
  • Maintain knowledge of iCapital’s platform, products, processes, capabilities, and product roadmap
  • Monitor life insurance, annuity, distribution, technology, and broader industry trends
  • Maintain accurate Salesforce records, account plans, opportunities, forecasts, client activity, and documentation
  • Participate in industry events, conferences, working groups, and associations

Requirements

What you’ll need
  • 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
  • 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 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
  • Ability 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
  • Ability to travel up to 50% of the time

Benefits

Comp & perks
  • Equity for all full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Subsidized healthcare
  • 100% employer-paid dental
  • Vision coverage
  • Telemedicine
  • Virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)
  • Fully remote work