Account Manager, Insurance Sector

2 Months ago • All levels • Account Management

Job Summary

Job Description

The Account Manager will drive revenue growth by identifying and closing business opportunities with existing enterprise-level insurance clients, developing relationships with C-Level decision makers. Key responsibilities include account strategy development, cross-selling and upselling, sales presentations, solution selling, deal negotiation, pipeline management, collaboration with internal teams, and staying abreast of industry trends. This role requires a proven track record in enterprise account management, understanding of the front office investment management, strong negotiation skills, and excellent communication skills.
Must have:
  • Enterprise account management experience, meeting revenue targets.
  • Understanding of front office investment management or FinTech.
  • Ability to cross-sell and upsell to complex clients.
  • Strong negotiation and deal-closing abilities.
  • Excellent verbal and written communication skills.
Perks:
  • Business casual atmosphere in a flexible working environment
  • Team focused culture that promotes innovation and ownership
  • Access to cutting edge investment reporting technology and expertise
  • RSUs, employee stock purchase plan, and 401k with match
  • PTO and volunteer time off to give back to the community
  • Defined career pathways allowing you to grow your own way
  • Work from anywhere 3 weeks out of the year
  • Hybrid, flexible working schedules
  • Maternity and paternity leave

Job Details

Clearwater Analytics is seeking a dynamic and results-driven Account Manager to join our sales team.

In this pivotal role, you will be responsible for driving revenue growth by identifying, pursuing, and closing business opportunities with our existing enterprise-level clients. Your primary focus will be to develop relationships with C-Level decision makers in the front office of our existing insurance clients.  

Key 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. 

Qualifications: 

  • 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. 

What we offer: 

  • Business casual atmosphere in a flexible working environment  
  • Team focused culture that promotes innovation and ownership  
  • Access cutting edge investment reporting technology and expertise  
  • RSUs as well as employee stock purchase plan and 401k with match   
  • PTO and volunteer time off to give back to the community  
  • Defined and undefined career pathways allowing you to grow your own way  
  • Work from anywhere 3 weeks out of the year  
  • Hybrid, flexible working schedules  
  • Maternity and paternity leave 

Join us at Clearwater and be part of a dynamic team committed to delivering exceptional solutions to our clients. Apply now to embark on an exciting career journey with us! Salary will DOE and location.

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About The Company

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.


Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.


For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.


With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

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