Director of Strategic Accounts
About the role
Work at the forefront of insurance innovation and help shape the industry’s future with our forward-thinking partners. We're hiring our first Expansion Account Executive to be a foundational member of our go-to-market team. You'll define our customer expansion and growth playbook, own revenue retention and expansion across our portfolio, and build scalable processes as we scale from seed to Series A and beyond.
You'll drive expansion revenue within existing accounts, close five and six-figure expansion deals, and ensure our customers achieve transformational outcomes that lead to renewals and advocacy. You'll work directly with our Head of Sales and founding team, with high visibility and direct impact on company strategy.
Core Responsibilities
Own the full expansion sales cycle from opportunity identification to close with deal sizes of $25K - $250K+ expansion ACV
Actively build and manage expansion pipeline of 3-4x quota across existing accounts including brokerages, carriers, MGAs, TPAs, claims organizations, and legal teams
Drive expansion revenue through seat expansion, cross-departmental adoption, tier upgrades, and new use case identification with a goal of 120-150% net revenue retention
Manage strategic renewal negotiations with 95%+ gross retention target, identifying and mitigating churn risk proactively
Conduct consultative discovery within existing accounts to uncover new workflow challenges and build compelling expansion business cases with clear incremental ROIs
Navigate complex, multi-stakeholder expansion sales involving IT, Legal, Compliance, Operations, and C-suite buyers across different business units
Maintain accurate forecasting in Attio CRM with rigorous pipeline hygiene for renewals and expansion opportunities
Participate strategically in quarterly business reviews (QBRs) that demonstrate ROI, showcase wins, identify opportunities, and align on strategic priorities
Strategic & Cross-Functional
Build executive relationships with C-suite and VP-level buyers in new departments and business units
Represent Qumis at tier-1 industry conferences and regional events to deepen existing relationships
Partner with Product, Marketing, and Customer Success to influence roadmap, refine messaging, create case studies, and ensure customer success drives expansion
Identify and cultivate customer advocates for speaking opportunities, case studies, peer referrals, and new logo sales support
Document best practices and proven expansion sales motions for future farmer AE hires
Innovation & Efficiency
Leverage AI-native tools (Clay, Apollo, ChatGPT, Perplexity) to automate account research, identify expansion triggers, and personalize outreach at scale
Test and iterate on expansion messaging, outbound sequences within accounts, and sales tactics
Develop scalable expansion processes including account planning frameworks, opportunity qualification criteria, and renewal playbooks
Stay current on AI trends, insurance industry shifts, and enterprise expansion sales methodologies
Required Qualifications
9+ years of experience in either:
- P&C insurance (broker, producer, underwriter, account manager, claims) with commercial acumen, ORE
- Enterprise B2B SaaS expansion sales or farmer AE role with $100K+ ACV deals
Proven track record of consistently hitting or exceeding expansion quota (top 20% performer) with >120% net revenue retention
Farmer mentality who thrives on deepening relationships, identifying expansion opportunities, and maximizing customer lifetime value
Experience selling to VP/C-level buyers in expansion scenarios and navigating complex, multi-threaded enterprise sales cycles across business units
Strong business acumen with ability to build incremental ROI models and articulate expansion value in financial terms
Excellent communication with gravitas and executive presence to conduct strategic business reviews and renewal negotiations
Consultative approach to uncovering new needs, solving problems, and positioning expansion opportunities
Entrepreneurial mindset with comfort in ambiguity and bias for action
Preferred Qualifications
Deep knowledge of insurance workflows, pain points, and industry structure
Prior experience at a high-growth startup (seed to Series B) or top-tier tech company
Familiarity with AI/ML concepts and ability to explain technical capabilities to non-technical buyers
Experience with AI-native sales tools
Existing relationships within the insurance industry