Strategic Account Manager, Financial Management jobs in United States
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Applied Systems ยท 18 hours ago

Strategic Account Manager, Financial Management

Applied Systems is a worldwide leader in insurance technology, seeking an experienced Strategic Account Manager to drive sales of enterprise financial management software. The role involves collaborating with account teams, engaging with senior finance stakeholders, and delivering tailored solutions to enhance financial management for large insurance agencies and brokers.

InsuranceSoftware
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Work & Life Balance

Responsibilities

Collaborate with enterprise account teams to develop and execute go-to-market strategies for financial management software solutions
Serve as the subject-matter expert (SME) for accounting, payments, premium financing, reconciliation, commissions, and financial management solutions across pre-sales and post-sales initiatives
Engage senior finance and IT stakeholders (CFOs, controllers, heads of accounting, financial analysts) to understand business challenges, money movement, and align software capabilities with measurable outcomes
Deliver tailored demonstrations and ROI/business case analyses that address industry-specific pain points
Build and maintain a strong pipeline by identifying new opportunities within existing accounts
Support training, enablement, and best practice sharing across the sales organization
Partner with product management and marketing to provide market feedback and help shape solution messaging and roadmap priorities

Qualification

Financial management solutionsEnterprise software experienceInsurance industry knowledgeSaaS platforms familiarityExecutive relationship buildingBusiness process mappingValue-creating experienceTeam playerEffective collaborationPresentation skillsCommunication skillsStorytelling skills

Required

5+ years in insurance / finance with deep understanding of financial and regulatory processes within the insurance industry (P&C)
Experience in enterprise software, ideally in financial management, ERP, or analytics platforms
Proven ability to articulate complex financial and technical concepts to both business and IT audiences
Strong executive presence
Familiarity with modern SaaS platforms, cloud financial systems, and insurance finance workflows
Achieve annual sales targets for the financial management solutions
Increase attachment rates of solutions across enterprise insurance accounts
Build strong cross-functional partnerships with field sales teams
Demonstrate measurable business outcomes through customer success stories and renewals
Up to 50% travel in the US
Bachelor's degree in business administration, finance or a related field

Preferred

Expert fluency in agency accounting / financial management
Enterprise-level executive relationship building
Business process mapping
Strong team player
Proven record of effective collaboration within a sales team environment
Excellent presentation, communication, and storytelling skills
Enterprise-level sales experience
Value-creating experience

Benefits

Medical, Dental, and Vision Coverage
Holiday and Vacation Time
Health & Wellness Days
A Bonus Day for Your Birthday

Company

Applied Systems

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Applied Systems is a digital insurance agency that provides software for agency management systems.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
CapitalGStone Point Capital
2018-10-16Series Unknown
2017-09-11Private Equity
2013-11-26Acquired

Leadership Team

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Taylor Rhodes
CEO
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Company data provided by crunchbase