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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:
• Support Carrier Account Managers and Strategic Account Managers in managing assigned carrier and distributor relationships
• Coordinate client meetings, prepare agendas and materials, document meeting notes, and track follow-up actions
• Maintain accurate account, opportunity, activity, and contact records within Salesforce
• Track client commitments, deliverables, production support issues, implementation activities, and internal action items to ensure timely resolution
• Prepare account reports, account health summaries, client activity reports, ticket summaries, and executive-ready presentations
• Assist with client visits, conferences, strategic planning sessions, and meeting logistics
• Qualify inbound leads and route opportunities to the appropriate sales or account management resource
• Support outbound lead generation activities, marketing campaigns, prospect outreach, and event follow-up efforts designed to drive pipeline growth
• Participate in prospect discovery calls, demonstrations, and sales follow-up activities as needed
• Build and maintain Salesforce reports, dashboards, and data integrity to support business development and account management activities
• Develop strong working relationships across Sales, Marketing, Product, Client Delivery, Production Support, Operations, and other internal teams
• Respond promptly to client and internal requests while maintaining a high level of organization, professionalism, and customer service
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. You will help maintain a high level of organization and responsiveness across the account management portfolio while developing skills necessary for future advancement into client-facing sales and account management roles.
The position is based in the greater Des Moines, IA area with a hybrid schedule: in-office Monday-Thursday, with flexibility to work remotely on Friday. Travel up to 5% of the time is required for team meetings, strategic planning activities, 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 using Microsoft Office Suite, especially PowerPoint and Excel
• Experience using 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 a focus on responsiveness and follow-through
