Advisory Enterprise Account Executive

Overview

This is an office-based position if located near an office.

Responsibilities

The Advisory Account Executive is the most senior individual contributor in the sales organization. This role is assigned to the company’s most critical customer relationships, partnerships, or transformational growth initiatives. Success is measured by sustained strategic impact, long-term revenue growth, and cross functional influence.

 

Pipeline Development & Opportunity Creation• Originate and cultivate the organization's most strategic or transformational enterprise opportunities and partnerships that influence long‑term company growth. • Act as executive sponsor on the most critical opportunities. • Use AI‑driven strategic analysis to identify long‑term growth themes and partnership opportunities.

 

Customer Engagement & Relationship Management• Represent the company in strategic customer and partner relationships. • Serve as a trusted advisor to C‑suite and board‑level stakeholders. Sales Execution & Revenue Accountability• Drive transformational, multi‑product, multi‑year sales engagements that shape enterprise revenue performance.

 

Solution Design & Value Creation• Co‑create innovative, future‑focused solutions that reshape customer operations and market positioning.• Contribute to industry positioning, innovation discussions, and long‑term market direction. • Leverage AI tools to synthesize market trends, customer sentiment, and competitive intelligence.• Design and execute long-term account, territory, or market strategies.

 

Pipeline, Data, & Forecasting Management• Deliver executive‑level reporting, insights, and recommendations to inform corporate planning and investment decisions.• Use AI‑enabled strategic analysis to assess enterprise‑wide pipeline health, inform long‑range revenue outlooks, and support executive planning and decision‑making.Cross‑Functional Collaboration & Influence• Guide cross-functional initiatives across product, marketing, sales, and services at an enterprise level with the "One Account Strategy" for each account mindset. • Provide strategic input to sales, product, and GTM leadership based on market insight.

 

Knowledge Development, Leadership, & Organizational Impact• Mentor and coach sales professionals and represent the company as a market thought leader.• Guide best practices for responsible and effective AI adoption in enterprise selling.• Shape and influence enterprise sales strategy, go‑to‑market models, and market expansion by setting strategic direction, establishing

Qualifications

• Advanced industry thought leadership and market insight
• Enterprise‑level expertise in CRM strategy and reporting, leveraging system insights to influence executive decision‑making, sales strategy, and organizational sales effectiveness
• Exceptional communication, storytelling, and change leadership skills
• Mastery of enterprise selling and executive influence
• Demonstrated leadership in transformational deals and strategic growth initiatives
• Ability to influence senior internal leaders without authority
• Strategic vision and ability to shape organizational direction

• Industry Knowledge: Widely recognized as a go-to authority on the life insurance industry, with deep expertise in insurtech innovation, digital distribution strategy, and the changing regulatory environment. Has an authoritative grasp of how carriers, BGAs, IMOs, independent agents, and bank/wirehouse channels are evolving, including consolidation trends, new business models, and where the market is heading. People across the organization turn to this person for guidance on channel dynamics and competitive positioning. Serves as the top internal resource on core client workflows like e-applications, illustrations, underwriting, new business processing, and policy administration, and can connect emerging operational trends to Company's platform direction. Uses this unmatched combination of industry, channel, and product knowledge to shape how Company goes to market, provide input into the product roadmap, and influence how solutions are positioned. Wins the most complex and strategically important deals through superior knowledge and credibility.

-OR-

• Industry Knowledge: Widely recognized as a go-to authority on the wealth management industry, with deep expertise in fintech innovation, digital advisory strategy, and the changing regulatory environment. Has an authoritative grasp of how broker-dealers, RIAs, financial advisors, custodians, and TAMPs are evolving, including consolidation trends, new business models, and where the market is heading. People across the organization turn to this person for guidance on channel dynamics and competitive positioning. Serves as the top internal resource on core client workflows like account opening, advisory processes, and annuity order entry, and can connect emerging operational trends to Company's platform direction. Uses this unmatched combination of industry, channel, and product knowledge to shape how Company goes to market, provide input into the product roadmap, and influence how solutions are positioned. Wins the most complex and strategically important deals through superior knowledge and credibility

Benefits

We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.