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Account Manager – Insurance Sector

June 18, 2025June 18, 2025

Account Manager – Insurance Sector

CompanyClearwater Analytics
LocationNew York, NY, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Proven Track Record: Demonstrated success in enterprise account management, consistently meeting or exceeding revenue targets, with deal values from $50k – £1million+ in a competitive SaaS/FinTech environment.
  • Industry Knowledge: Understanding of the front office investment management, asset servicing, insurance or financial technology (FinTech) industry.
  • Consultative Selling Skills: Ability to cross sell and upsell solutions to complex existing clients, articulate value propositions, and tailor solutions to address specific front office business challenges.
  • Negotiation Skills: Strong negotiation and deal-closing abilities, with experience navigating complex sales cycles and structuring win-win agreements.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to engage and influence senior executives and key stakeholders.
  • Team Player: Collaborative mindset with a willingness to work cross-functionally and contribute to the success of the broader sales organization.
  • Adaptability: Ability to thrive in a fast-paced, dynamic environment, with the flexibility to adapt to evolving business priorities and market conditions.
  • Bachelor’s Degree: Bachelor’s degree in business, finance, marketing, or a related field preferred.

Responsibilities

  • Account Strategy Development: Collaborate with clients to develop tailored account strategies that align with their business objectives and drive mutual growth.
  • Cross-Selling and Upselling: Identify opportunities for cross-selling and upselling our front office products and services (OMS, PMS, Data and Analytics), ensuring that C-Level decision makers are aware of the full value we can provide.
  • Sales Presentations: Conduct compelling presentations and demonstrations of Clearwater Analytics’ solutions to key decision-makers and stakeholders.
  • Solution Selling: Understand client needs, pain points, and objectives to tailor Clearwater’s solutions effectively and position them as value-added propositions.
  • Deal Negotiation: Lead negotiation efforts to secure favorable terms and agreements, ensuring alignment with both client requirements and Clearwater’s business objectives.
  • Pipeline Management: Manage and maintain a healthy sales pipeline, accurately forecasting sales opportunities and tracking progress through the sales cycle using CRM tools.
  • Collaboration: Work closely with internal teams including pre-sales, solution consulting, marketing, and client success to ensure a seamless transition from sales to implementation and ongoing support.
  • Market Intelligence: Stay abreast of industry trends, competitor offerings, and market dynamics to identify new opportunities and maintain a competitive edge.

Preferred Qualifications

  • Bachelor’s degree in business, finance, marketing, or a related field preferred.


TaggedBachelor'sClearwater AnalyticsFinance & Operations & StrategySales & Account ManagementSeniorStrategic Account Management

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