Account Manager

Job Overview

Account Manager (US Accounts) reporting to the Vice President, Account Management. Responsible for the development, management, and growth of assigned US accounts.

United States – works in our office, hybrid or remote. Full‑time, permanent. 40 hours per week.

• Manage stakeholder relationships within the client’s business, IT, and operations units to ensure clear expectations and support needed to achieve engagement objectives.
• Drive account growth by prospecting, evaluating, and proposing additional Equisoft products and services to support the client’s business and technology goals.
• Manage the P&L for each account, meeting or exceeding the profitability goals set by Equisoft.
• Collaborate with internal and external stakeholders to plan, manage, and implement customer projects related to Equisoft’s products and services, ensuring all commitments are met.
• Create an annual account plan aligned with client and Equisoft objectives, detailing opportunities, relationship nurturance, and account risks; report regularly on plan progress.

• Technical Bachelor’s degree in Information Technology, Insurance, Finance, or a related field.
• 8–10 years of experience in account management, relationship management, and/or business development.
• At least 5 years of experience in the Insurance and/or Wealth Distribution market (advisors, brokers, general agents, etc.).
• Excellent knowledge of program and project management.
• Experience with proposal creation and contract management.
• Consulting experience in IT and/or the insurance industry.
• Willingness to travel 30–40% monthly.
• Excellent written and oral English proficiency.
• Soft‑skills: proven ability to interact with and build executive‑level client relationships; strong leadership, interpersonal, communication, presentation, and negotiating skills; organizational and prioritization abilities; written and synthesized communication; multitasking in a rapid‑paced environment; team spirit, tact, diplomacy, autonomy, rigor, discipline; public speaking and meeting facilitation skills.

• Medical, Dental, and Telemedicine programs.
• Quarterly enrollment for retirement funds.
• Flexible hours.
• Educational support (Linked In Learning, LOMA, Equisoft University).

Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.