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Strategic Account Executive, Insurance & Wealth

Remote, USA Full-time Posted 2026-06-13

Job Description:

  • Cultivate and oversee a dynamic sales pipeline within the Insurance and Wealth sector
  • Formulate strategic deal models and cultivate substantial, intricate partnerships
  • Identify and capitalize on new business prospects, driving revenue and fostering sustainable financial growth
  • Engage and influence senior leadership at major financial institutions
  • Lead negotiations throughout the sales process to secure favorable terms and agreements for multi-year contracts
  • Foster connections with industry experts for strategic collaborations and business expansion
  • Collaborate closely with Product and Marketing teams to develop holistic solutions

Requirements:

  • 5+ years of successful leadership experience within the Financial sector
  • 3+ years of experience in hands-on business development work, from value creation to contract negotiation, funnel creation, and opportunity management
  • Ability to confidently present to — and build trust with — C-level executives at Fortune 500 firms
  • Demonstrated success in 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
  • Profound understanding of U.S. Insurance and Wealth products/services and claims decision-making processes
  • Willingness to travel across the U.S. (approximately 35% travel)

Benefits:

  • premium healthcare
  • comprehensive paid time off
  • flexible parental leave
  • premium access to the Empathy platform and support for employees and their families
  • company-sponsored 401(k) plan with up to a 4% employer match
  • competitive stock options
  • annual retreats
  • team lunches for NYC office
  • remote employee stipend

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