Senior Account Technology Strategist – Financial & Insurance Vertical

This is a fully remote position, open to applicants in Florida, +3 more states.

📋 Description

• Establish strategic partnerships and cultivate trusted relationships with clients, technical stakeholders, and decision-makers.

• Integrate with clients and sustain relationships across all levels of the organization.

• Comprehend clients’ evolving environments and devise strategic plans that align with future objectives.

• Offer technical thought leadership while articulating industry trends and insights.

• Coordinate technical engagement and resources to fulfill client requirements.

• Address technical and competitive objections throughout the sales cycle.

• Evaluate product applications, illustrate solution value, and enhance customer satisfaction and retention.

• Conduct product demonstrations and technical presentations, either remotely or at client sites.

• Engage in ongoing discovery with Systems Architects (SAs), Professional Services Engineers (PSEs), Product Managers (PMs), and other resources.

• Develop intricate, multi-product proof-of-concept solutions for customer evaluations.

• Manage client concerns and liaise with senior leadership and subject-matter experts.

• Conduct case reviews, anticipate challenges, and ensure optimal functionality of client environments.

• Maintain comprehensive records of customer interactions, use cases, technical strategies, and project details in Salesforce.

• Act as an external spokesperson and advocate for the company’s vision and technologies.

• Provide account updates to Sales and Sales Engineering management.

• Communicate effectively and present at an executive level.

• Take ownership or collaborate on go-to-market initiatives and other sales-related projects.

• Stay informed about competitive technologies and their positioning.

• Share best practices and offer thought leadership within the team.

• Create and disseminate innovative use cases and go-to-market strategies.

• Mentor and lead other ATS professionals.

• Collaborate across sales, product development, and marketing teams.

• Adjust technology strategies in response to shifts in the technological landscape.

• Leverage industry knowledge, including trends, challenges, and regulatory environments.

• Accept responsibility for outcomes and accountability for strategic goals.

• Drive revenue through strategic upselling, cross-selling, and the development of new business opportunities.

• Align technology solutions with clients’ business strategies and desired outcomes.

• Support initiatives related to go-to-market strategies and product development.

⛳️ Requirements

• Bachelor’s degree or equivalent experience is required.

• A minimum of 5 years of technical customer service experience in high-tech, indirect sales, and/or procurement environments.

• Proven track record of successfully driving customer adoption of technology.

• Willingness to travel.

• Familiarity with CSG’s competitive domain and technologies.

• Broad knowledge of DaaS / VDI, applications, enterprise browser, enterprise mobility management, networking, enterprise security, data management, and data analytics.

• Strong understanding of business processes and their integration into enterprise applications.

• Analytical and negotiation skills, particularly at the executive level.

• Ability to quickly understand and clearly explain technological and business concepts.

• Capacity to evaluate and develop existing teams while providing mentorship and inspiration.

• History of consistently achieving revenue targets and supporting accurate forecasts.

• Ability to work independently with minimal supervision.

• Skill in prioritizing and managing diverse tasks, objectives, and risks.

• Excellent oral, written, and presentation abilities.

• High level of specialized sales and product solution knowledge.

• Preferred but not mandatory: Citrix Certified Expert Virtualization (CCE-V), Citrix Certified Professional – Virtualization, CC-VAD-CC, CC-VAD-MA, CC-VAD-AWS, Microsoft Certified Azure Administrator or Azure Solutions Architect, AWS Certified Cloud Practitioner, Google Associate Cloud Engineer, and current security certifications.

• Experience with financial and/or insurance-related clients.

🏝️ Benefits

• Annual bonus and sales incentives may be available based on the applicable plan, role, and individual performance.

• Healthcare benefits.

• Life insurance.

• Disability benefits.

• 401(k) plan with company matching.