Formstack

Account Executive

• Own and grow a territory focused on Insurance accounts
• Manage a book of existing customers to proactively drive upsell, cross-sell, and net-new opportunities
• Prospect and engage new accounts to expand revenue base
• Build and execute strategic account plans, run outbound prospecting campaigns, and drive pipeline generation
• Lead full-cycle sales processes from discovery to close
• Conduct effective discovery and solutioning with mid-market to enterprise-level customers
• Follow the MEDDPICC qualification process and manage detailed deal execution
• Negotiate and close complex, high-value deals
• Use AI tools to drive your effectiveness in overdelivering on targets

Account Executive, Insurance Solutions

Financial Planning and Analysis

• Maintain and update financial models, forecasts, and budgets with accuracy and attention to detail
• Support preparation of monthly, quarterly, and annual reporting packages for management and Private Equity stakeholders
• Track and maintain SaaS metrics and KPIs, ensuring data integrity across sources
• Identify and flag inconsistencies in models or reports and escalate appropriately
• Support cross-functional teams with ad hoc financial analysis and data pulls
• Build working knowledge of the company's systems, data flows, and reporting cadences
• Communicate clearly on task status, data questions, and preliminary findings
• Take on increasing scope and ownership as skills and business knowledge develop

Financial Analyst

Growth Marketing

• Help recruit and manage SI partners specialized in healthcare, measured by partner-sourced pipeline and revenue from these partners.
• Engaging with healthcare specialized firms around our joint value proposition of being able to deliver solutions to customers to create better patient experiences; save companies time and money; and consolidate software spend.
• Lead sales and delivery enablement and account mapping with those partners; to prepare them to sell and deliver Intellistack healthcare solutions
• Drive regular meeting interactions with partners to develop new opportunities and referrals, both from our customers and partner prospects and customers
• Work with Intellistack AEs and partners to run co-sell plays to develop pipeline / opportunities
• Use CrossBeam where possible to drive account mapping
• Leverage AI tools such as Gamma or Claude to scale impact

Account Executive, Insurance Solutions

Financial Analyst

Partner Growth Manager, Healthcare