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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in generating and managing a pipeline of mid-market insurer prospects, executing the full sales cycle from prospecting to closing, and delivering tailored product demonstrations to C-suite stakeholders. Proficient in utilizing AI tools for prospect research and maintaining accurate pipeline management.
Highest-signal resume keywords
Quota-Carrying Account Executive ExperienceB2B Software Sales ExpertiseC-Suite Presentation SkillsStrong Outbound Prospecting SkillsPipeline Management and Organization
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead GenerationCold CallingNegotiationClosing SalesProduct DemonstrationsSales ForecastingImplementation StructuringAPI-Based SalesRevenue-Share Pricing ModelsCRM Proficiency
Soft Skills
Self-StarterResilienceCollaborative AttitudeCoachabilityCross-Functional Collaboration
Tools & Technologies
AI ToolsHubSpotCRM Systems
Industry Keywords
SaaSFintechInsuranceFinancial ServicesMarketplace Experience
About the role
Key responsibilities & impact- Generate a pipeline of mid-market insurer prospects through outbound research, cold outreach, LinkedIn, industry events, and referral networks
- Own the full net-new sales cycle from prospecting and qualification through pitching, negotiation, closing, onboarding, and go-live
- Run product demonstrations and technical presentations for C-suite buying committees
- Understand each prospect’s business model and buying committee and tailor pitches to CEO, CIO/CTO, and CRO priorities
- Structure and negotiate implementation fees, platform fees, and percentage-of-GWP pricing
- Manage a high-volume pipeline with accurate stage tracking and forecasting against net-new logo targets
- Remain involved through implementation and collaborate with delivery teams to launch new customers
- Hand customers off to account management at go-live
- Meet KPIs for outbound activity, qualified opportunities, new logos, and GWP generated
- Use AI tools and agents for prospect research, personalized messaging, and top-of-funnel automation
- Represent Kanopi at industry events and on LinkedIn
- Report pipeline and performance regularly to the CEO
- Maintain accurate internal systems and databases
- Report directly to the CEO and help build the company’s sales capability
Requirements
What you’ll need- At least 3 years as a quota-carrying Account Executive or new business salesperson
- Track record of self-generating and closing net-new logos
- Experience selling complex B2B software or technology platforms
- SaaS, fintech, or marketplace experience strongly preferred
- Demonstrated success with cold outbound and lead generation, including cold calling, cold email, or social selling
- Experience selling to or presenting to C-suite stakeholders, including CEO, CIO/CTO, or CRO
- Comfortable running product demos without presales support
- Experience with CRMs; HubSpot experience is a plus
- Exposure to insurance, financial services, or embedded finance is nice to have
- Familiarity with API-based or platform integration sales is nice to have
- Familiarity with usage-based, platform fee, or revenue-share pricing models is nice to have
- Strong outbound prospecting, lead qualification, and pitch skills
- Ability to structure, negotiate, and close mid-six-figure commercial agreements
- Excellent pipeline management and organization skills
- Ability to manage a high volume of complex, multi-stakeholder deals
- Ability to work cross-functionally with product, engineering, and solutions teams
- Comfortable using AI tools or genuinely motivated to learn
- Self-starter with resilience through long sales cycles and objections
- Collaborative and coachable attitude
- Willingness to travel occasionally domestically
Benefits
Comp & perks- Truly flexible workplace focused on outcomes, not hours
- Professional development support, including time and budget for courses and events
- Equity package
- Hybrid work arrangement: 3 days in the office and 2 days from home
- Warm and collaborative work culture
- Inclusion in decisions and opportunities
- Experienced team environment with ongoing challenge and collaboration
- Learning and development support
- Career development framework
- Right to disconnect and support for healthy boundaries