Senior Account Technology Strategist – Financial & Insurance Vertical

This is a fully remote position, open to applicants in North Carolina, +4 more locations.

📋 Description

• Cultivate strategic alliances and foster trusted relationships with customers, technical stakeholders, and decision-makers.

• Oversee the complete customer journey and create technology roadmaps that align with both business and IT objectives.

• Identify opportunities for value creation and offer technical expertise to support sales efforts.

• Craft value propositions that enhance customer usage and adoption.

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

• Coordinate technical engagement and resources to fulfill customer requirements.

• Address technical and competitive objections during the sales cycle assessments.

• Evaluate product applications, showcase solution value, and reduce customer churn.

• Conduct both remote and on-site product demonstrations and technical presentations.

• Engage subject-matter experts for feature demonstrations and in-depth discussions.

• Develop complex, multi-product proof-of-concept solutions.

• Address customer concerns and collaborate with senior leaders and subject-matter experts for resolutions.

• Perform case reviews and proactively ensure that customer environments operate at peak efficiency.

• Maintain records of customer interactions, use cases, strategies, and projects in Salesforce.

• Represent and advocate for the company’s vision and technologies externally.

• Provide account updates to Sales and Sales Engineering management teams.

• Deliver effective presentations to executives, customers, and prospects.

• Contribute to go-to-market strategies and initiatives beyond assigned accounts.

• Position against competitive technologies to secure opportunities.

• Share best practices, develop innovative use cases, and mentor ATS professionals.

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

• Propel strategic upselling, cross-selling, and new business development efforts.

• Align technology solutions with customer business strategies and desired outcomes.

• Support go-to-market strategies and product development direction.

⛳️ 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 in driving customer adoption of technology.

• Willingness and ability to travel.

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

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

• Proficient analytical and negotiation skills, especially at the C-level.

• Capability to clearly articulate technological and business concepts.

• Ability to evaluate, develop, reshape, mentor, and motivate teams.

• Proven success in delivering revenue targets and supporting accurate forecasts.

• Capacity to work independently with minimal oversight.

• Strong ability to prioritize and manage a variety of tasks, objectives, and risks.

• Exceptional oral, written, and presentation skills.

• Specialized knowledge in sales and product solutions.

• Certifications in Citrix, Microsoft Azure, AWS, Google Cloud, and updated security certifications are advantageous but not mandatory.

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

🏝️ Benefits

• Healthcare benefits.

• Life insurance coverage.

• Disability benefits.

• 401(k) plan with company matching.

• Eligibility for annual bonuses.

• Opportunities for sales incentives.