Sales and Account Manager- Analyst

Location: Greater Des Moines, Iowa, United States. Hybrid schedule with office work Monday–Thursday and remote work on Friday; travel up to 5% for team meetings, client visits, planning sessions, and industry events.

Base salary: $60,000–$70,000 per year. The position is paid hourly and classified as non-exempt.

Company

hirify.global operates an Annuities Platform supporting carrier and distributor relationships through sales, account management, and business operations.

What you will do

• Support Carrier Account Managers and Strategic Account Managers with assigned carrier and distributor relationships.
• Coordinate client meetings, agendas, materials, notes, follow-up actions, visits, conferences, and strategic planning sessions.
• Maintain account, opportunity, activity, and contact records in Salesforce.
• Track client commitments, deliverables, production support issues, implementation activities, and internal action items.
• Prepare account reports, health summaries, activity reports, ticket summaries, dashboards, and executive-ready presentations.
• Qualify inbound leads and support outbound campaigns, prospect outreach, discovery calls, demonstrations, and event follow-up.

Requirements

• 1–3 years of experience in account coordination, customer success, client service, project coordination, operations, insurance, financial services, SaaS, or a related field.
• Strong organizational, time-management, communication, presentation, attention-to-detail, and follow-through skills.
• Ability to manage multiple priorities, work independently, collaborate across teams, and provide responsive customer service.
• Experience with Microsoft Office Suite, especially PowerPoint and Excel.
• Experience with Salesforce or a comparable CRM platform is preferred.
• Ability to work in the office Monday–Thursday in the greater Des Moines area and remotely on Friday.

Nice to have

• Knowledge of life insurance, annuities, financial services, or InsurTech.

Culture & Benefits

• Hybrid work arrangement with one remote day per week.
• Equity eligibility for full-time employees and an annual performance bonus.
• Employer-matched retirement plan and subsidized healthcare.
• Employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave, paid time off, and overtime eligibility in accordance with applicable law.