Sales and Account Manager- Analyst

About the Role iCapital is looking to hire a Sales and Account Management Analyst based in the greater Des Moines, IA area. to join the Annuities Platform team. This role is an individual contributor role responsible for supporting the Sales and Strategic Account Management organization across both carrier and distributor relationships. This position provides operational coordination, account administration, reporting, client meeting support, lead generation, and sales support activities. This individual plays a key role in maintaining account health, driving responsiveness, supporting business development efforts, and ensuring client commitments and internal action items are completed effectively and on time. This role serves as an entry point into both the Sales and Account Management career paths, providing broad exposure to client relationship management, pipeline generation, business operations, and commercial growth initiatives. This individual will help maintain a high level of organization and responsiveness across the account management portfolio while developing the skills necessary for future advancement into client-facing sales and account management roles.   Responsibilities Support Carrier Account Managers and Strategic Account Managers in managing assigned carrier and distributor relationships. Coordinate client meetings, prepare agendas and materials, document meeting notes, and track follow-up actions. Maintain accurate account, opportunity, activity, and contact records within Salesforce. Track client commitments, deliverables, production support issues, implementation activities, and internal action items to ensure timely resolution. Prepare account reports, account health summaries, client activity reports, ticket summaries, and executive-ready presentations. Assist with client visits, conferences, strategic planning sessions, and meeting logistics. Qualify inbound leads and route opportunities to the appropriate sales or account manag