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[Remote] Account Executive, Insurance Solutions

Remote · Mexico Full-time

Note: The job is a remote job and is open to candidates in USA. Intellistack is a leading provider of no-code productivity solutions aimed at simplifying workflows for organizations. The Account Executive, Insurance Solutions will manage the full sales cycle for strategic accounts in the insurance sector, focusing on modernizing manual workflows and driving revenue growth through a consultative sales approach.

Responsibilities

  • Own and grow a territory focused on Insurance accounts
  • Manage a book of existing customers to proactively drive upsell, cross-sell, and net-new opportunities
  • Prospect and engage new accounts to expand revenue base
  • Build and execute strategic account plans, run outbound prospecting campaigns, and drive pipeline generation
  • Lead full-cycle sales processes from discovery to close
  • Conduct effective discovery and solutioning with mid-market to enterprise-level customers
  • Follow the MEDDPICC qualification process and manage detailed deal execution
  • Negotiate and close complex, high-value deals
  • Use AI tools to drive your effectiveness in overdelivering on targets

Skills

  • 3-5 years of quota-carrying SaaS sales experience
  • 2+ years selling into the Insurance industry OR prior experience working within Insurance/InsureTech
  • Proven track record exceeding quota in mid-market or enterprise sales environments
  • Experience selling workflow automation, document management, eSignature, no-code/low-code, AI, or operational software solutions
  • Strong understanding of insurance operations and workflows
  • Experience managing opportunities using MEDDPICC or similar sales methodology
  • Proficiency with Salesforce and utilization of AI tools to drive your sales efficiency at scale
  • Prior experience selling to: P&C insurance carriers
  • Prior experience selling to: Life & Annuities organizations
  • Prior experience selling to: Health insurance providers
  • Prior experience selling to: MGAs/MGUs
  • Prior experience selling to: Insurance brokers or agencies
  • Prior experience selling to: TPAs or claims organizations
  • Background at an InsureTech company
  • Existing network within insurance operations, digital transformation, or IT leadership

Company Overview

  • Founded with the belief that work should be simplified, Intellistack (formerly Formstack) has grown into a leading provider of powerful, no-code productivity solutions that help teams do more with less. It was founded in 2006, and is headquartered in Fishers, Indiana, USA, with a workforce of 201-500 employees. Its website is https://www.formstack.com.
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