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Salary: USD 60,000 - 70,000 / annual
iCapital is hiring a Sales and Account Management Analyst to join the Annuities Platform team. This is an individual contributor role supporting the Sales and Strategic Account Management organization across carrier and distributor relationships.
You will provide operational coordination, account administration, reporting, client meeting support, lead generation, and sales support activities. Key responsibilities include:
- Supporting Carrier Account Managers and Strategic Account Managers in managing assigned relationships
- Coordinating client meetings, preparing agendas and materials, documenting notes, and tracking follow-ups
- Maintaining accurate account, opportunity, activity, and contact records in Salesforce
- Tracking client commitments, deliverables, production support issues, and internal action items
- Preparing account reports, health summaries, activity reports, and executive presentations
- Assisting with client visits, conferences, strategic planning sessions, and meeting logistics
- Qualifying inbound leads and routing opportunities to appropriate sales or account management resources
- Supporting outbound lead generation, marketing campaigns, prospect outreach, and event follow-up
- Participating in prospect discovery calls, demonstrations, and sales follow-up activities
- Building and maintaining Salesforce reports, dashboards, and data integrity
- Developing strong cross-functional relationships across Sales, Marketing, Product, Client Delivery, Operations, and other teams
- Responding promptly to client and internal requests with high professionalism and customer service
- Supporting special projects as assigned
This role serves as an entry point into sales and account management career paths, providing broad exposure to client relationship management, pipeline generation, business operations, and commercial growth. You will help maintain organization and responsiveness across the account management portfolio while developing skills for advancement into client-facing roles.
The position is based in the greater Des Moines area with a hybrid schedule: Monday-Thursday in office, with flexibility to work remotely on Friday. Travel up to 5% for team meetings, strategic planning, client visits, and industry events.
QUALIFICATIONS:
- Minimum 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
- Ability to manage multiple priorities simultaneously
- Experience with Microsoft Office Suite, especially PowerPoint and Excel
- Experience with Salesforce or comparable CRM platforms (preferred)
- Ability to build effective relationships and collaborate across teams
- Knowledge of life insurance, annuities, financial services, or InsureTech (preferred)
- Self-motivated, proactive, and able to work independently in a fast-paced environment
- Strong customer-service orientation with focus on responsiveness and follow-through
