Client Partner (Insurance)

3 Months ago • All levels

Job Summary

Job Description

Saama, a Carlyle Portfolio Company, specializes in delivering transformative business outcomes for pharmaceutical and biotech companies. They leverage AI research, advanced technical and analytics capabilities, and deep domain expertise across the drug development and commercialization lifecycle. The company seeks a Client Partner with a solutions mindset, strong management skills, and a commitment to growth. This role involves developing and maintaining deep knowledge of Saama's solutions and market, researching and soliciting new clients, prospecting leads, and qualifying opportunities. The Client Partner will be the front-line contact for customers, responsible for quarterly revenue goals and accurate forecasting. They will develop territory management strategies, present capabilities, coordinate information for client relationships, and act as a trusted advisor, managing escalations and ensuring client satisfaction.

Must have:

15+ years of experience in client relationship management
Experience in data and analytics space
Experience closing deals in Insurance (Property and Casualty)
Develop Account Management Plans
Conduct Business Reviews
Thought leadership in Data & Analytics

Good to have:

Bachelors or Masters in sales or related field
Strong management skills
Solutions mindset

Perks:

Independent travel up to 30%

5 skills required

5 skills required for this role

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Job Details

Description

Saama (A Carlyle Portfolio Company) focuses on the specific needs of pharmaceutical & biotech companies, delivering transformative business outcomes. The combination of Saama’s AI research, advanced technical & analytics capabilities, domain expertise across the drug development & commercialization life cycle, and successful product co-development approach has made Saama a trusted partner and thought leader in the life sciences industry. If you possess a solutions mindset, strong management skills, and commitment to be part of a tremendous journey, join our growing, global team. See what Saama can do for your career and your journey.

Key relationships:

Client Executives (C-Suite, SVP/VP, Directors)
Sales/Pre-Sales Executives
Product/Client Implementation Teams
Operations support teams at Onsite and Offshore
Department/Functional Heads
Product management and Engineering
Client organization: account management & delivery

Responsibilities:

Develop and maintain a high level of Saama solution & market knowledge to help customers succeed with Saama’s solution offerings
Research potential clients and solicit customers for Saama Solutions.
Weekly territory/business development and prospecting new leads and territory sponsors
Qualifying the opportunities in the sales stages
Front line contact with customers, prospects & leads, and responsible for a quarterly revenue goal
Regularly develop & submit accurate forecasts and reports as required
Possess a strong understanding of Saama's solution and competition in the industry and positioning
Ability to develop a territory management strategy, identify and develop sales leads, present capabilities
Ability to coordinate information in order to develop relationships with internal and external clients
Thorough knowledge and understanding of the industry, the company, and functional areas in order to strategically generate leads
Excellent organization and time management skills in prioritizing daily activities and responsibilities with focus on target
Ability to multitask in a fast paced environment Excellent problem solving skills
Able to perform successfully under pressure while prioritizing and handling multiple projects or activities
This role requires independent travel up to 30%.

Requirement

Bachelors or Masters in sales or related field.
15+ years of relevant experience in client relationship and engagement management roles (including client success roles) in data and analytics space.
Experience in closing new deals in Insurance (Property and Casualty) segment.
Primary Responsibility to ensure that the client gets the desired value out of the relationship with Saama
Owns a Revenue Target for the year and works with various internal teams (Sales/Product/Delivery/Practices) to ensure that the targets are met.
Proactively manage any escalations or issues related to project execution to mitigate risks to customer delight and billings
Create 30-60-90 day Account Management Plans that cover a range of topics from current state of the engagement to upcoming Business Development opportunities
Conduct Business Reviews in partnership with Executive Sponsor on a quarterly basis
Showcase Saama’s point of view as a thought leader in the Data & Analytics space.
Be the Point person for the client in case of any questions/concerns that might arise with respect to the overall relationship with Saama
Work on being a ‘trusted advisor’ to the clients
Expected to be client’s first point of escalation and should be able to address those issues in the best interest of the client

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment, including but not limited to, computers, phones, and photocopiers.

Physical Demands

This position requires the frequent and repetitive use of a computer, keyboard, and mouse. Hand and finger dexterity is required.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

EEO

Saama. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation, and training.