Principal, Client Partner (Insurance)

2 Months ago • 15 Years +

Job Summary

Job Description

This Principal, Client Partner role at Saama involves developing and maintaining deep knowledge of Saama's solutions to help customers succeed. Key responsibilities include researching potential clients, soliciting customers, prospecting new leads, qualifying sales opportunities, managing customer interactions, and meeting quarterly revenue goals. The role also requires developing territory management strategies, presenting capabilities, coordinating information, and strategically generating leads. The candidate will be expected to be the client's point of contact and address concerns. This role requires travel up to 30%.
Must have:
  • 15+ years experience in client relationship management.
  • Experience in closing deals in Insurance or BFSI segment.
  • Ensure clients derive desired value from the relationship.
  • Manage and meet assigned revenue targets.
  • Address escalated issues related to project execution.

Job Details

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 or BFSI 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.

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