Sales & Account Analyst — Hybrid (Des Moines) Equity + PTO

Tech Sales Jobs; Des Moines (IA); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Equity for all full-time employees

Annual performance bonus

Employer-matched retirement plan

Healthcare coverage (medical, dental,.

Parental leave and PTO

Job summary

iCapital is seeking a Sales and Account Management Analyst based in the Des Moines area to support the Annuities Platform. The role focuses on coordinating carrier and distributor relationships, handling account administration, reporting, and sales support activities.

You will partner with cross-functional teams, maintain Salesforce data, prepare client materials, and assist with pipeline development. Travel up to 5% may be required, with in-office Mon-Thu and remote Fridays in Des Moines, IA.

Qualifications

• 1–3 years in account coordination, customer success, or related fields.
• Strong organizational and time-management abilities.
• Excellent written and verbal communication and presentation skills.
• Ability to manage multiple priorities and respond promptly.

Responsibilities

• Support Carrier Account Managers and Strategic Account Managers in managing assigned carrier and distributor relationships.
• Coordinate client meetings, prepare agendas and materials, document meeting notes, and track follow-up actions.
• Maintain accurate account, opportunity, activity, and contact records within Salesforce.
• Track client commitments, deliverables, production support issues, implementation activities, and internal action items to ensure timely resolution.
• Prepare account reports, account health summaries, client activity reports, ticket summaries, and executive-ready presentations.
• Assist with client visits, conferences, strategic planning sessions, and meeting logistics.
• Qualify inbound leads and route opportunities to the appropriate sales or account management resource.
• Support outbound lead generation activities, marketing campaigns, prospect outreach, and event follow-up efforts designed to drive pipeline growth.
• Participate in prospect discovery calls, demonstrations, and sales follow-up activities as needed.
• Build and maintain Salesforce reports, dashboards, and data integrity to support business development and account management activities.
• Develop strong working relationships across Sales, Marketing, Product, Client Delivery, Production Support, Operations, and other internal teams.
• Respond promptly to client and internal requests while maintaining a high level of organization, professionalism, and customer service.
• Support special projects and other duties as assigned.

Skills

Organizational skills

Communication skills

Time management

Customer service

Travel ability

Tools

Salesforce

PowerPoint

Excel

Job description

iCapital is seeking a Sales and Account Management Analyst based in the Des Moines area to support the Annuities Platform. The role focuses on coordinating carrier and distributor relationships, handling account administration, reporting, and sales support activities.

You will partner with cross-functional teams, maintain Salesforce data, prepare client materials, and assist with pipeline development. Travel up to 5% may be required, with in-office Mon-Thu and remote Fridays in Des Moines, IA.