Strategic Account Manager, Financial Management

Strategic Account Manager, Financial Management at Applied Systems

Amazing Career Moments Happen Here

Transforming the insurance industry is ambitious, we know. That’s why at Applied Systems, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible.

Position Overview

Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for an experienced and highly motivated financial services professional to join our enterprise team as a Strategic Account Manager, Financial Management. This role is focused on driving sales of enterprise software that supports accounting, payments, premium financing, reconciliation, commissions, and financial management solutions for large agencies & brokers. You will partner closely with Enterprise Account Executives and Solution Consultants to identify customer needs, present value-driven solutions, and grow our financial management presence among large insurance agencies and brokers. This is a remote role based in the United States.

What You Will Do

• Collaborate with enterprise account teams to develop and execute go-to-market strategies for financial management software solutions.
• Serve as the subject-matter expert (SME) for accounting, payments, premium financing, reconciliation, commissions, and financial management solutions across pre-sales and post-sales initiatives.
• Engage senior finance and IT stakeholders (CFOs, controllers, heads of accounting, financial analysts) to understand business challenges, money movement, and align software capabilities with measurable outcomes.
• Deliver tailored demonstrations and ROI/business case analyses that address industry-specific pain points.
• Build and maintain a strong pipeline by identifying new opportunities within existing accounts.
• Support training, enablement, and best practice sharing across the sales organization.
• Partner with product management and marketing to provide market feedback and help shape solution messaging and roadmap priorities.

We’re Excited to Learn More About You

• 5+ years in insurance / finance with deep understanding of financial and regulatory processes within the insurance industry (P&C).
• Experience in enterprise software, ideally in financial management, ERP, or analytics platforms.
• Proven ability to articulate complex financial and technical concepts to both business and IT audiences.
• Strong executive presence.
• Familiarity with modern SaaS platforms, cloud financial systems, and insurance finance workflows.
• Achieve annual sales targets for the financial management solutions.
• Increase attachment rates of solutions across enterprise insurance accounts.
• Build strong cross-functional partnerships with field sales teams.
• Demonstrate measurable business outcomes through customer success stories and renewals.
• Up to 50% travel in the US.
• Bachelor’s degree in business administration, finance or a related field.

You may have other skills or credentials, including:

• Expert fluency in agency accounting / financial management.
• Enterprise-level executive relationship building.
• Business process mapping.
• Strong team player.
• Proven record of effective collaboration within a sales team environment.
• Excellent presentation, communication, and storytelling skills.
• Enterprise-level sales experience.
• Value-creating experience.

When You Join Team Applied, You Can Expect:

A culture that values who you are and recognizes that you aren’t just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day.

We flex our time together, collaborating remotely and in-person to empower our teams to work in the ways that work best for them.

A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day:

• Medical, Dental, and Vision Coverage.
• Holiday and Vacation Time.
• Health & Wellness Days.
• A Bonus Day for Your Birthday.

Our targeted starting base salary in the United States for this position ranges from $150,000 - $175,000. To determine a new team member’s starting pay, we consider a variety of factors, including someone’s depth, breadth, and variety of experience, skills, and responsibilities. Depending on the role, team members may also be eligible to participate in additional compensation plans such as bonus and commission.

Learn more about the people behind our products at https://www1.appliedsystems.com/en-us/about-us/jobs/

Your Security Matters:

Our candidates’ personal information and online safety are top of mind for us. At Applied Systems, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official career’s portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers.

EEO Statement

Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don’t discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.

Key skills/competency

• Financial Management
• Enterprise Software Sales
• Insurance Industry Knowledge
• SaaS Platforms
• Executive Relationship Building
• Business Development
• ROI Analysis
• Stakeholder Engagement
• Financial Regulatory Processes
• Accounting Solutions