5+ years of experience building and managing client relationships
The candidate must have a proven track record managing commercial relationships with clients, ideally in a SaaS or technology environment. Experience co-creating solutions that solve complex client problems is highly valued.
Demonstrated success growing client accounts
The candidate must have proven experience accelerating growth within existing client accounts, including identifying expansion opportunities, deepening executive relationships, and delivering measurable results.
Demonstrated tech sales competency
The candidate should have experience operating within a defined sales methodology — building pipeline from whitespace, running structured sales plays, managing a forecast, and navigating complex, multi-stakeholder deals in a SaaS or technology environment. Candidates who have spent their careers in purely relationship or account management roles without these commercial mechanics will find this role challenging.
Experience calling on or working within the insurance industry
A strong understanding of the insurance industry is a significant plus — whether through direct domain expertise or a demonstrated track record successfully selling to or partnering with insurance clients. Familiarity with claims processes and insurance operations is particularly valuable.
Collaborative stakeholder leadership
The ideal candidate is a confident communicator who builds trust with clients, peer functions, and internal teams alike. They are skilled at navigating complex organizations and driving alignment across multiple stakeholders.
CRITICAL LEADERSHIP CAPABILITIES
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Consistently meets and seeks to exceed account and revenue targets
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Identifies new opportunities within client relationships to extend value and deepen commercial impact
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Sets ambitious but achievable goals and holds themselves accountable to results
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Develops and executes multi-year account plans aligned to client priorities and CCCIS growth objectives
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Anticipates changes in the competitive and client landscape and adapts plans accordingly
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Thinks beyond immediate client needs to identify longer-term opportunities for partnership
Collaborating and Influencing
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Works effectively across internal teams — including delivery, product, and senior leadership — to mobilize resources for clients
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Earns the trust of senior client stakeholders through consistent follow-through and deep knowledge of client needs
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Serves as a credible, proactive voice for the client within the CCCIS organization
IMPORTANT PERSONAL CHARACTERISTICS
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Driven by purpose; acts in alignment with CCCIS values
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Entrepreneurial, energetic, and motivated by building lasting client relationships
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Hands-on and detail-oriented, with strong follow-through and a bias toward action
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Insight-led and comfortable creating constructive tension — challenges client thinking, tailors messages to stakeholders, and confidently takes control to drive better outcomes
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Open to feedback and committed to continuous improvement
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Personally humble and collaborative, with genuine pride in team and client success