Senior Cloud Strategy Lead — Finance & Insurance

Cloud Software Group, LLC; Georgia; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Healthcare benefits

Employee training & development

Job summary

Cloud Software Group is seeking a Senior Account Technology Strategist for the Financial & Insurance vertical. This senior leader drives strategic technical engagements with CXO-level stakeholders to shape technology roadmaps, identify value opportunities, and influence sales execution.

You will orchestrate multi-product demonstrations, build POC solutions, and mentor ATS peers to accelerate customer adoption and revenue growth.

Qualifications

• Bachelor's degree or equivalent experience required.
• 5+ years of technical customer service experience in high-tech, indirect sales and/or procurement with a track record of driving customer adoption of technology.
• Ability to travel.

Responsibilities

• Develop strategic partnerships and build trusted relationships with customers and senior stakeholders.
• Integrate with customers and maintain relationships across all levels via regular communication.
• Create strategic plans aligned to customers' goals in dynamic environments.
• Provide technical thought leadership and industry insights as a trusted advisor.
• Coordinate engagement and resources to meet customer needs across multiple technologies.
• Overcome objections and accelerate technical evaluation in the sales cycle.
• Demonstrate product value and ensure high customer satisfaction with minimized churn.
• Conduct remote or on-site product demonstrations and drive adoption with internal teams.
• Engage in continuous discovery and bring in specialists for demonstrations on new features.
• Build multi-product proof-of-concept solutions for evaluations as part of sales engagements.
• Manage licensing concerns and coordinate with senior leaders for seamless service.
• Maintain regular case reviews and proactive customer engagement to optimize environments.
• Record customer interactions and strategic use cases in Salesforce for leadership reviews.
• Act as an external spokesperson and evangelist for the company's vision and technologies.
• Provide updates to Sales and Sales Engineering and contribute to the team’s technical mindshare.
• Present at executive level to customers and prospects.
• Lead or collaborate on GTM initiatives and influence opportunities beyond current accounts.
• Maintain understanding of competitive technologies and positioning to win.
• Mentor and inspire ATS teammates and foster collaboration and continuous improvement.
• Work cross-functionally with sales, product, and marketing to align efforts.
• Adapt quickly to tech landscape changes and create new value for customers.
• Understand industries of customers, trends, challenges, and regulatory environments.
• Takes ownership of outcomes and drives commitments.
• Proven revenue growth through upselling, cross-selling, and new business development.
• Align technology solutions with broader business strategy for tangible outcomes.
• Support GTM strategies and product direction beyond ATS scope.

Skills

DaaS/VDI

Applications

Enterprise Browser

Mobility Mgmt

Networking

Enterprise Security

Data Management

Data Analytics

Technology Leadership

Business processes

Analytical skills

Negotiation

Forecasting

Mentoring

Independent work

Task management

Communication skills

Sales knowledge

Education

Bachelor's degree

Job description

Cloud Software Group is seeking a Senior Account Technology Strategist for the Financial & Insurance vertical. This senior leader drives strategic technical engagements with CXO-level stakeholders to shape technology roadmaps, identify value opportunities, and influence sales execution.

You will orchestrate multi-product demonstrations, build POC solutions, and mentor ATS peers to accelerate customer adoption and revenue growth.