Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is looking to hire a Sales and Account Management Analyst based in the greater Des Moines, IA area. to join the Annuities Platform team. This role is an individual contributor role responsible for supporting the Sales and Strategic Account Management organization across both carrier and distributor relationships. This position provides operational coordination, account administration, reporting, client meeting support, lead generation, and sales support activities. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Minimum of 1-3 years of professional experience in account coordination, customer success, client service, project coordination, operations, insurance, financial services, SaaS, or related fields
- Strong organizational and time-management skills
- Excellent written, verbal, and presentation communication skills
- Strong attention to detail and follow-through
- Able to manage multiple priorities simultaneously
- Experience using Microsoft Office Suite, especially PowerPoint and Excel
More about this role
iCapital is looking to hire a Sales and Account Management Analyst based in the greater Des Moines, IA area. to join the Annuities Platform team. This role is an individual contributor role responsible for supporting the Sales and Strategic Account Management organization across both carrier and distributor relationships. This position provides operational coordination, account administration, reporting, client meeting support, lead generation, and sales support activities.
This individual plays a key role in maintaining account health, driving responsiveness, supporting business development efforts, and ensuring client commitments and internal action items are completed effectively and on time. This role serves as an entry point into both the Sales and Account Management career paths, providing broad exposure to client relationship management, pipeline generation, business operations, and commercial growth initiatives. This individual will help maintain a high level of organization and responsiveness across the account management portfolio while developing the skills necessary for future advancement into client-facing sales and account management roles.
- Support Carrier Account...
Browse similar: Startup jobs