Own CT’s revenue growth strategy to identify, pursue, and close new ceding carrier relationships as the annuity market expands.
Build and maintain a pipeline of insurance carrier prospects from first contact through signed agreement.
Deepen relationships with CT’s existing client base, driving retention, expansion, and renewal at each account.
Partner closely with the Product Manager and engineering team to translate client needs into the product roadmap and represent market requirements.
Develop pricing structures, contract terms, and proposal materials for new client engagements.
Represent CT at industry conferences, carrier forums, and regulatory working groups to build brand presence and source pipeline.
Improve the existing sales playbook with a focus on process design, forecasting, and implementing workflows on that scale.

10+ years of sales, business development, or relationship management experience in life insurance, annuities, or financial services.
Direct experience selling to or working with insurance carriers, brokers, or other financial institutions.
Track record of closing enterprise-level accounts and managing complex sales cycles.
Working knowledge of life and annuity products and workflows.
Exceptional communicator with the ability to present to a carrier leadership team.
Experience either buying or selling B2B SaaS to insurance or financial services clients.
Familiarity with NAIC compliance frameworks, state insurance regulations, or carrier data workflows.
Track record of owning a revenue book and negotiating customer and professional services contracts.

Real autonomy to build the sales function, process, and pipeline from the ground up.
A defined path to broader leadership across S&M, R&D, and IT for the right operator, designed to grow with the company.
Mentorship from CT’s founding leadership team and Operating Partner network at Solen.
Exposure to the Solen portfolio company ecosystem, best practices guilds, and functional leads across vertical software.

Director of Business Development, Sales

Key skills