Strategic Accounts Director
New
USFull-TimeDirector
Salary127,000 - 165,000 USD per year
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Job Details
- Experience
- 10+ years
- Required Skills
- SalesforceMicrosoft ExcelRelationship managementStakeholder managementPowerPoint
Requirements
- Bachelor’s degree preferred.
- 10+ years of experience in defined contribution retirement or financial services markets.
- Proven experience managing strategic accounts with revenue or sales quota responsibility.
- Strong understanding of retirement plans, investments, and qualified plan structures.
- Advanced proficiency in Microsoft Office tools (Excel and PowerPoint).
- Proficiency in CRM systems such as Salesforce.
- Strong strategic thinking, relationship management, and stakeholder engagement skills.
- Ability to work effectively under pressure and meet tight deadlines.
- Excellent communication, presentation, and interpersonal skills with executive-level presence.
- High level of integrity, discretion, and independent judgment.
- Willingness to travel up to 20% as required.
Responsibilities
- Develop and execute strategic account plans for assigned distribution partners.
- Build deep, multi-level relationships within strategic partner organizations.
- Advocate for partner needs internally by collaborating with sales, marketing, product, and service teams.
- Identify market trends, growth opportunities, and operational challenges.
- Support sales enablement initiatives including campaigns, promotions, and training.
- Represent the organization at industry conferences and partner events.
- Serve as a subject matter expert to resolve complex partner issues.
- Monitor account performance and track progress against strategic objectives.
- Lead or support cross-functional projects including product rollouts.
- Collaborate with internal leadership on retirement plan operations and retention.
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