Tech Strategy Lead — Finance & Insurance

Cloud Software Group, LLC; Charlotte (NC); On-site; USD 105,000 - 157,000; Full time

Job summary

Cloud Software Group is seeking a Senior Account Technology Strategist to lead strategic technical engagement with customer executives, map technology roadmaps, and drive adoption across multi-product solutions. The role focuses on building trusted partnerships, cross-functional collaboration, and delivering compelling technical narratives to influence sales and GTM strategies from Charlotte, NC.

Ideal candidates will demonstrate strategic thinking, mentoring ability, and a track record of

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years of technical customer service experience in high-tech, indirect sales, and/or procurement environments.
• Ability to travel.

Responsibilities

• Develop strategic partnerships and build trusted relationships with customers, technical stakeholders, and decision-makers, typically at senior levels across the customer's organization.
• Fully integrate with customers, maintaining essential relationships across all levels through regular and consistent communication.
• Possess a comprehensive understanding of customers' highly dynamic environments and create strategic plans that align with customers' future goals.
• Provide technical thought leadership and articulate industry trends and insights, serving as a trusted technology advisor both internally and externally.
• Orchestrate technical engagement and resources to ensure customer needs are met, navigating a landscape filled with various technologies and compatibility factors.
• Overcome technical and competitive objections, accelerating the technical evaluation component of the sales cycle.
• Assess the potential application of products to meet customers' business needs and demonstrate the value of solutions provided, ensuring high customer satisfaction and minimizing churn.
• Conduct product demonstrations and technical presentations remotely or at customer locations, driving adoption and consumption in collaboration with Customer Success and internal stakeholders.
• Engage in continuous discovery, bringing in resources such as SAs, PSEs, and PMs for demonstrations and discussions on new features, and adjust strategies as needs and goals change.
• Build complex, multi-product proof of concept solutions for customer evaluations as part of a sales engagement process.
• Manage various customer concerns, from licensing to wide-scale product needs, and coordinate with internal senior leaders and SMEs to ensure seamless service and resolution.
• Conduct regular case reviews, anticipate issues before they arise, and consistently engage with customers to ensure their environments are running optimally.
• Keep thorough records of all customer interactions, current use cases, potential future use cases, overall technical strategy, and any projects in Salesforce, ensuring preparedness for internal reviews and updates to leadership.
• Serve as an external spokesperson and evangelist for the company's vision and associated technologies.
• Provide regular and efficient updates on assigned accounts to Sales and Sales Engineering management, consistently contributing to the broader team's technical mindshare.
• Present and communicate effectively at an executive level to multiple customers and prospects.
• Own or collaborate on initiatives impacting their immediate sales area, such as go-to-market strategies, and positively influence sales opportunities beyond their own assigned account set.
• Maintain a solid understanding of competitive technologies and how to position to "win."
• Provide thought leadership for the team, providing feedback and ideas on best practices
• An experienced leader on the team, responsible for creating and sharing innovative use cases and go-to-market strategies, continuously adapting to and capitalizing on changes in the tech industry.
• Capable of mentoring and leading other ATS professionals, fostering a culture of collaboration, innovation, and continuous improvement.
• Strong ability to work across different departments (e.g., sales, product development, marketing) to align efforts and drive strategic initiatives.
• Quickly adapts to changes in the technology landscape, using them as opportunities to create new business value for customers.
• Possesses deep understanding of the industries in which their customers operate, including key trends, challenges, and regulatory environments.
• Takes ownership of outcomes, holding themselves and others accountable for delivering on commitments and achieving strategic goals.
• Proven track record of driving significant revenue through strategic upselling, cross-selling, and new business development
• Expertise in aligning technology solutions with the customer's broader business strategy, ensuring that technology investments drive tangible business outcomes.
• Assist in projects and initiatives outside the ATS organization that help drive GTM strategies and product development and direction

Skills

Strategic partnerships

Executive communication

Technical leadership

Cross-functional collaboration

Sales enablement

Mentoring

Account management

Travel flexibility

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Job description

Cloud Software Group is seeking a Senior Account Technology Strategist to lead strategic technical engagement with customer executives, map technology roadmaps, and drive adoption across multi-product solutions. The role focuses on building trusted partnerships, cross-functional collaboration, and delivering compelling technical narratives to influence sales and GTM strategies from Charlotte, NC.

Ideal candidates will demonstrate strategic thinking, mentoring ability, and a track record of