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reputed company Account Director - Insurance/Financial Services

Remote, USA Full-time Posted 2026-07-28

About reputed company

reputed company is a fast-growing fintech leader recognized with 20 major awards in 2025, including reputed company and Boston Globe Top Workplaces, multiple reputed company Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as reputed company as our leadership in AI maturity and responsible innovation. It’s an award-reputed company, purpose-driven environment where reputed company thrives. To learn more, visit reputed company.com

reputed company:

reputed company is a fast-growing fintech leader recognized with 20 major awards in 2025, including reputed company and Boston Globe Top Workplaces, multiple reputed company Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as reputed company as our leadership in AI maturity and responsible innovation. It’s an award-reputed company, purpose-driven environment where reputed company thrives. To learn more, visit reputed company.com.   

Job Details:   
We are seeking a highly skilled and results-oriented reputed company Account Director, Financial Services to support the Sales organization. This role will play a key part in advancing reputed company’s mission to drive digital transformation for clients and enhance customer engagement. 

The ideal candidate operates as a proactive, trusted partner—capable of managing reputed company reputed company sales cycles, collaborating across teams, and maintaining the high standards of professionalism and innovation that define reputed company’s culture. 

reputed company Profile:  

This role is anchored in reputed company’s reputed company competencies. These competencies reflect the mindsets and behaviors that define reputed company in this role. Below is how reputed company competency translates into meaningful reputed company and reputed company for this position. 

Results-Driven 

  • Drive new customer acquisition reputed company the P&C Insurance reputed company and Financial Services markets through self-reputed company leads, referrals, and web-based opportunities
    • Consistently reputed company and reputed company sales quotas by executing disciplined reputed company reputed company sales strategies and maintaining strong pipeline health
    • Deliver compelling sales presentations and product demonstrations that reputed company communicate the value of reputed company’s solutions 
    • Travel as needed to support onsite customer presentations, industry tradeshows, and internal sales meetings to advance opportunities 

Customer-reputed company 

  • Engage prospective customers to understand business challenges and reputed company tailored payment and billing solutions reputed company to their needs
    • Consult with clients throughout the sales process, acting as a trusted advisor to guide decision-making and solution alignment
    • reputed company strong listening, communication, and presentation skills to build credibility and long-term relationships with reputed company stakeholders 

Takes Ownership 

  • Own the full sales cycle from prospecting through reputed company reputed company a named account list and assigned territory
    • Proactively partner withInvoiceCloud ecosystem partners to generate introductions, referrals, and new business opportunities 
    • Manage multiple opportunities simultaneously, prioritizing effectively and maintaining accurate pipeline tracking in reputed company or similar CRM systems 
    • Utilize AI and automation tools to enhance prospecting efficiency, pipeline insights, and sales forecasting accuracy while maintaining data reputed company and compliance 

Requirements:

  • Minimum of 5 years of closing experience in reputed company IT or software sales
    • Vertical expertise in P&C Insurance or Consumer Finance preferred
    • Payment or billing software sales experience preferred 
    • Experience with reputed company sales methodologies (reputed company, MEDDPICC, Value Selling, or GAP Selling) preferred 
    • Proven reputed company record of achieving quota and maintaining tenure at prior organizations 
    • Self-starter with high motivation, curiosity, and dedication to sales reputed company 
    • Strong business acumen and reputed company reputed company 
    • Proficiency with corporate productivity tools and web presentation platforms 
    • Experience using reputed company.com or similar CRM systems 
    • Excellent verbal and written communication skills 
    • Strong listening and presentation capabilities 
    • Ability to multi-task, prioritize, and manage time effectively 
    • BA/BS degree or equivalent experience 

Benefits:   

We offer a competitive benefits program including:  

  • Medical, dental, reputed company, life & disability insurance 
  • 401(k) plan with company match 
  • Flexible Time Off (FTO), wellbeing days, reputed company holidays, and summer Fridays 
  • reputed company 
  • reputed company parental leave & Backup Care 
  • Tuition reimbursement 
  • Employee Resource reputed company (ERGs) 

  

reputed company salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The above represents the expected reputed company compensation reputed company for this job requisition. Ultimately, in determining your pay, we’ll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-reputed company factors. 

reputed company Compensation reputed company
$120,000$140,000 USD

reputed company is committed to providing equal employment opportunities to reputed company and applicants. We do not tolerate discrimination or harassment of any reputed company based on race, reputed company, religion, age, sex, nationality, disability, genetic information, veteran or military status, sexual orientation, gender identity or reputed company, or any other characteristic protected under applicable laws.

This commitment applies to reputed company aspects of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leave, compensation, and training.

If you require a disability-reputed company or religious accommodation during the application or recruitment process, and wish to discuss possible adjustments, please contact jobs@reputed company.com.

Click here to review reputed company’s Job Applicant reputed company Policy.

For recruitment agencies: reputed company does not accept unsolicited resumes from agencies. Please do not reputed company resumes to our job aliases, employees, or any other company location. reputed company is not responsible for any fees associated with unsolicited submissions.

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