Sales & Account Growth Analyst (Equity Eligible)

iCapital Network, Inc.; Des Moines, Northern (IA, KY); Hybride; USD 82 656 000 - 96 432 000; Plein temps

Avantages offerts par ce poste

Equity for all full-time employees

Annual performance bonus

Employer-matched retirement plan

Healthcare coverage (including dental/

Vision, telemedicine, mental health

Parental leave

Paid time off (PTO)

Résumé du poste

iCapital Network, Inc. is seeking a Sales and Account Management Analyst to support the Annuities Platform.

This role is an individual contributor focusing on operational coordination, account administration, reporting, and sales support across carrier and distributor relationships. You will help maintain account health, drive responsiveness, and assist business development while gaining exposure to client relationship management and pipeline growth in a fast-paced environment.

Qualifications

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

Responsabilités

• Support Carrier and Strategic Account Managers with carrier and distributor relationships.
• Coordinate client meetings, prepare agendas, document notes, and track actions.
• Maintain Salesforce accounts, opportunities, activities, and contacts.
• Track commitments, delivery, and internal action items for timely resolution.
• Prepare account reports and executive-ready presentations.
• Assist with client visits, conferences, and planning sessions.
• Qualify inbound leads and route opportunities to the right resource.
• Support outbound lead generation and marketing campaigns to drive pipeline.
• Participate in discovery calls, demonstrations, and sales follow-up activities.
• Build Salesforce dashboards and ensure data integrity for BD and AM activities.
• Develop cross-functional relationships and respond promptly to requests.

Connaissances

Organizational skills

Time management

Written and verbal communication

Relationship building

Multitasking

Team collaboration

Outils

Salesforce

PowerPoint

Excel

Description du poste

iCapital Network, Inc. is seeking a Sales and Account Management Analyst to support the Annuities Platform.

This role is an individual contributor focusing on operational coordination, account administration, reporting, and sales support across carrier and distributor relationships. You will help maintain account health, drive responsiveness, and assist business development while gaining exposure to client relationship management and pipeline growth in a fast-paced environment.