Senior Account Technology Strategist – Financial & Insurance Vertical
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Job Description
Senior Account Technology Strategist guiding financial and insurance enterprises through Cloud Software Group’s cloud technology adoption. Driving technical sales, solution demonstrations, proof-of-concepts, and customer retention.
Responsibilities:
- Develop strategic partnerships and trusted relationships with customers, technical stakeholders, and decision-makers
- Lead the end-to-end customer journey and develop technology roadmaps aligned with business and IT goals
- Identify value-creation opportunities and provide technical expertise supporting sales execution
- Develop value propositions that increase customer consumption and adoption
- Provide technical thought leadership and articulate industry trends and insights
- Orchestrate technical engagement and resources to meet customer needs
- Address technical and competitive objections during sales-cycle evaluations
- Assess product applications, demonstrate solution value, and minimize churn
- Conduct remote and on-site product demonstrations and technical presentations
- Engage subject-matter resources for feature demonstrations and discussions
- Build complex, multi-product proof-of-concept solutions
- Manage customer concerns and coordinate with senior leaders and SMEs for resolution
- Conduct case reviews and proactively ensure customer environments run optimally
- Maintain customer interaction, use-case, strategy, and project records in Salesforce
- Represent and evangelize the company’s vision and technologies externally
- Provide account updates to Sales and Sales Engineering management
- Present effectively to executives, customers, and prospects
- Contribute to go-to-market strategies and initiatives beyond assigned accounts
- Position against competitive technologies to win opportunities
- Share best practices, create innovative use cases, and mentor ATS professionals
- Collaborate across sales, product development, and marketing
- Drive strategic upselling, cross-selling, and new business development
- Align technology solutions with customer business strategy and outcomes
- Support GTM strategies and product development direction
Requirements:
- Bachelor’s degree or equivalent experience required
- 5+ years of technical customer service experience in high-tech, indirect sales, and/or procurement environments
- Record of success in driving customer adoption of technology
- Ability to travel
- Broad understanding of DaaS / VDI, applications, enterprise browser, enterprise mobility management, networking, enterprise security, data management, and data analytics
- Strong understanding of business processes and their implementation into enterprise applications
- Analytical and negotiation skills, particularly at the C-level
- Ability to explain technological and business concepts clearly
- Ability to evaluate, develop, reshape, mentor, and inspire teams
- Track record of delivering revenue numbers and supporting accurate forecasts
- Ability to work independently with limited oversight
- Ability to prioritize and manage diverse tasks, objectives, and risks
- Excellent oral, written, and presentation skills
- Specialized sales and product solution knowledge
- Beneficial but not required certifications include Citrix, Microsoft Azure, AWS, Google Cloud, and updated security certifications
- Background in financial and/or insurance-related customers
Benefits:
- Healthcare benefits
- Life insurance
- Disability benefits
- 401(k) plan and company match
- Annual bonus eligibility
- Sales incentives eligibility
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