Applied Systems ยท 17 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
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
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
Applied Systems is a digital insurance agency that provides software for agency management systems.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CapitalGStone Point Capital
2018-10-16Series Unknown
2017-09-11Private Equity
2013-11-26Acquired
Recent News
2025-12-17
2025-12-04
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