Mid Level Technical Sales Associate Jobs
Mid level technical sales associate jobs go to professionals ready to own client relationships end to end, mentor newer team members, and drive deals forward with minimal oversight. Openings across Insurance, Manufacturing, and Technology & Software show a strong mix of on-site, remote, and hybrid settings, with CDK Global, PJT Partners, and JPMorganChase hiring at this level now.
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Requisition ID
Department
Job Function
Location
Role Location Designation
Location Designation: Hybrid - 3 days per week
Technology, Data, AI and Ventures:
Within the Tech, Data, AI, Ventures (TDAV) organization, our work is guided by a shared vision: deploying the power of technology, data, AI and ventures to accelerate sustainable competitive advantage for New York Life's businesses. We build solutions that power how we serve policy owners, agents, advisors and employees while delivering measurable business outcomes.
Across technology, data, AI, cyber, product, digital experience, architecture and infrastructure, TDAV combines the scale and investment of an industry leader, access to leading-edge technologies and the opportunity to help shape how a world-class financial services company competes in the AI era - all backed by the stability and purpose of a mutual company built to last.
Role Overview
We are seeking a Technical Analyst to lead the analysis, design, and documentation of NYLIS Illustrations output and concept specifications, while contributing broader business analysis expertise across user interfaces, business rules, integrations, and related system requirements. The role partners across business and technology to turn incomplete or high-level requests into comprehensive, development-ready solutions.
The ideal candidate combines strong analytical skills—including familiarity with logical symbols and the ability to read and write logical expressions—with excellent communication and presentation skills, life insurance expertise, and Agile delivery experience. This person is skilled at facilitating working sessions, eliciting and clarifying requirements, explaining complex requirements to developers and testers, and building consensus across diverse stakeholder groups.
Working with a high degree of independence, this person resolves ambiguity, anticipates downstream impacts, upholds cross-product standards, and influences stakeholders toward solutions that support the broader design. The role requires the leadership and judgment to drive requirements from discovery through agreement and sign-off, facilitate cross-functional workshops, and, when needed, lead Agile ceremonies and other delivery discussions.
What You’ll Do
Output Design Specifications (Illustration Reports for LIFE, LTC & IDI products)
Author and maintain NYLIS output specifications for life insurance products, riders, concepts, calculations, disclosures, and other customer- or field-facing materials.
Evaluate each request within the context of the complete output, identifying and addressing impacts beyond the specific page or text cited.
Define how changes should appear, where they belong, and how they should behave across products, scenarios, and related concepts.
Apply established NYLIS standards and precedents across products, identifying when a new pattern is warranted.
Challenge, clarify, or recommend alternatives when a proposed change is incomplete, inconsistent, impractical, or misaligned with the overall output.
Concept and Functional Specifications
Author and maintain concept and calculator specifications that translate business intent into complete functional and technical requirements.
Identify missing paths, exceptions, contingencies, calculations, dependencies, and impacts to related products, riders, and outputs.
Define implementable business rules, logical expressions, workflows, data needs, integration points, acceptance criteria, and calculations.
Provide functional guidance to developers, analysts, testers, support teams, and other stakeholders on intended concept and output behavior.
Perform gap and impact analysis across processes, systems, integrations, security, data, and outputs, securing stakeholder alignment on the design.
Agile Delivery and Stakeholder Partnership
Partner with Product Owners and Agile team members to refine epics and stories, clarify scope, define acceptance criteria, and confirm development readiness.
Serve as a liaison across business, technology, legal, compliance, and vendors; communicate complex product and technical details clearly and manage expectations.
Participate actively in backlog refinement, sprint planning, design discussions, reviews, retrospectives, defect triage, and release-readiness activities.
Communicate dependencies, risks, assumptions, decisions, and delivery impacts, and drive cross-workstream issues to resolution.
Maintain current, traceable documentation and alignment among specifications, user stories, and the delivered solution.
Use modern tools, automation, and AI-enabled approaches, where appropriate, to improve analysis, documentation, consistency, and delivery efficiency.
What You’ll Bring
You are a strong analytical thinker and communicator who can take ownership of complex problems, bring structure to ambiguity, and translate business intent into clear, implementable solutions. You combine attention to detail with a broad, cross-product perspective and are comfortable challenging assumptions, facilitating decisions, and influencing stakeholders across business and technology.
You bring deep knowledge of life insurance products and illustration outputs, along with the technical aptitude to understand logical expressions, calculations, business rules, integrations, and system behavior.
Required Skills
Bachelor’s degree in Computer Science, Information Technology, Business Information Systems, Mathematics, Actuarial Science, Finance, or a related field, or equivalent professional experience.
5+ years of experience in technical analysis, systems analysis, business analysis, product analysis, software development, or a related technology-delivery role.
Working knowledge of actuarial or financial mathematics sufficient to understand and document life insurance concept calculations.
Strong knowledge of life insurance products, riders, illustrations, and related business processes.
Strong business analysis skills across user interfaces, business rules, integrations, and system requirements, with the ability to translate complex or ambiguous needs into clear, development-ready specifications.
Strong logical reasoning, including analysis of complex conditions, exceptions, dependencies, and downstream impacts.
Demonstrated facilitation and communication skills, including leading requirements workshops, presenting requirements to technical and business audiences, building stakeholder consensus, and driving requirements through approval/sign-off.
Ability to manage multiple priorities, work independently, and deliver accurate, high-quality results in a complex enterprise environment.
Preferred Skills
Experience with life insurance illustration systems, sales concepts, calculation specifications, or regulated customer-facing outputs; actuarial training or experience is a plus.
Experience leading or facilitating Agile ceremonies and cross-functional delivery discussions.
Experience collaborating with legal, compliance, engineering, quality assurance, vendors, and business stakeholders.
Familiarity with SAFe, modernization initiatives, cloud technologies, automation, or Generative AI-enabled analysis and documentation.
Job Level: LEVELPF4
Pay Transparency
Salary Range: $100,000-$143,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 95246
Job Description
Requisition ID
Department
Job Function
Location
Role Location Designation
Location Designation: Hybrid - 3 days per week
Technology, Data, AI and Ventures:
Within the Tech, Data, AI, Ventures (TDAV) organization, our work is guided by a shared vision: deploying the power of technology, data, AI and ventures to accelerate sustainable competitive advantage for New York Life's businesses. We build solutions that power how we serve policy owners, agents, advisors and employees while delivering measurable business outcomes.
Across technology, data, AI, cyber, product, digital experience, architecture and infrastructure, TDAV combines the scale and investment of an industry leader, access to leading-edge technologies and the opportunity to help shape how a world-class financial services company competes in the AI era - all backed by the stability and purpose of a mutual company built to last.
Role Overview
We are seeking a Technical Analyst to lead the analysis, design, and documentation of NYLIS Illustrations output and concept specifications, while contributing broader business analysis expertise across user interfaces, business rules, integrations, and related system requirements. The role partners across business and technology to turn incomplete or high-level requests into comprehensive, development-ready solutions.
The ideal candidate combines strong analytical skills—including familiarity with logical symbols and the ability to read and write logical expressions—with excellent communication and presentation skills, life insurance expertise, and Agile delivery experience. This person is skilled at facilitating working sessions, eliciting and clarifying requirements, explaining complex requirements to developers and testers, and building consensus across diverse stakeholder groups.
Working with a high degree of independence, this person resolves ambiguity, anticipates downstream impacts, upholds cross-product standards, and influences stakeholders toward solutions that support the broader design. The role requires the leadership and judgment to drive requirements from discovery through agreement and sign-off, facilitate cross-functional workshops, and, when needed, lead Agile ceremonies and other delivery discussions.
What You’ll Do
Output Design Specifications (Illustration Reports for LIFE, LTC & IDI products)
Author and maintain NYLIS output specifications for life insurance products, riders, concepts, calculations, disclosures, and other customer- or field-facing materials.
Evaluate each request within the context of the complete output, identifying and addressing impacts beyond the specific page or text cited.
Define how changes should appear, where they belong, and how they should behave across products, scenarios, and related concepts.
Apply established NYLIS standards and precedents across products, identifying when a new pattern is warranted.
Challenge, clarify, or recommend alternatives when a proposed change is incomplete, inconsistent, impractical, or misaligned with the overall output.
Concept and Functional Specifications
Author and maintain concept and calculator specifications that translate business intent into complete functional and technical requirements.
Identify missing paths, exceptions, contingencies, calculations, dependencies, and impacts to related products, riders, and outputs.
Define implementable business rules, logical expressions, workflows, data needs, integration points, acceptance criteria, and calculations.
Provide functional guidance to developers, analysts, testers, support teams, and other stakeholders on intended concept and output behavior.
Perform gap and impact analysis across processes, systems, integrations, security, data, and outputs, securing stakeholder alignment on the design.
Agile Delivery and Stakeholder Partnership
Partner with Product Owners and Agile team members to refine epics and stories, clarify scope, define acceptance criteria, and confirm development readiness.
Serve as a liaison across business, technology, legal, compliance, and vendors; communicate complex product and technical details clearly and manage expectations.
Participate actively in backlog refinement, sprint planning, design discussions, reviews, retrospectives, defect triage, and release-readiness activities.
Communicate dependencies, risks, assumptions, decisions, and delivery impacts, and drive cross-workstream issues to resolution.
Maintain current, traceable documentation and alignment among specifications, user stories, and the delivered solution.
Use modern tools, automation, and AI-enabled approaches, where appropriate, to improve analysis, documentation, consistency, and delivery efficiency.
What You’ll Bring
You are a strong analytical thinker and communicator who can take ownership of complex problems, bring structure to ambiguity, and translate business intent into clear, implementable solutions. You combine attention to detail with a broad, cross-product perspective and are comfortable challenging assumptions, facilitating decisions, and influencing stakeholders across business and technology.
You bring deep knowledge of life insurance products and illustration outputs, along with the technical aptitude to understand logical expressions, calculations, business rules, integrations, and system behavior.
Required Skills
Bachelor’s degree in Computer Science, Information Technology, Business Information Systems, Mathematics, Actuarial Science, Finance, or a related field, or equivalent professional experience.
5+ years of experience in technical analysis, systems analysis, business analysis, product analysis, software development, or a related technology-delivery role.
Working knowledge of actuarial or financial mathematics sufficient to understand and document life insurance concept calculations.
Strong knowledge of life insurance products, riders, illustrations, and related business processes.
Strong business analysis skills across user interfaces, business rules, integrations, and system requirements, with the ability to translate complex or ambiguous needs into clear, development-ready specifications.
Strong logical reasoning, including analysis of complex conditions, exceptions, dependencies, and downstream impacts.
Demonstrated facilitation and communication skills, including leading requirements workshops, presenting requirements to technical and business audiences, building stakeholder consensus, and driving requirements through approval/sign-off.
Ability to manage multiple priorities, work independently, and deliver accurate, high-quality results in a complex enterprise environment.
Preferred Skills
Experience with life insurance illustration systems, sales concepts, calculation specifications, or regulated customer-facing outputs; actuarial training or experience is a plus.
Experience leading or facilitating Agile ceremonies and cross-functional delivery discussions.
Experience collaborating with legal, compliance, engineering, quality assurance, vendors, and business stakeholders.
Familiarity with SAFe, modernization initiatives, cloud technologies, automation, or Generative AI-enabled analysis and documentation.
Job Level: LEVELPF4
Pay Transparency
Salary Range: $100,000-$143,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 95246
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Mid Level Technical Sales Associate Jobs: Frequently Asked Questions
How do I get a mid level technical sales associate job?
Position your existing experience around ownership and outcomes. Highlight accounts you managed independently, revenue you influenced, and technical knowledge you applied to close deals. Employers at this level want candidates who can demonstrate they've moved beyond following a script, so lead with specific results, the complexity of products you've sold, and any cross-functional work you've driven without being directed.
Which companies hire mid level technical sales associates?
Companies hiring mid level technical sales associates right now include CDK Global, PJT Partners, and JPMorganChase, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from growth-stage technology firms, established manufacturers, and enterprise software companies that need sales professionals who can handle complex product conversations independently.
Are there remote mid level technical sales associate jobs?
Yes, though availability varies by industry and employer. About 50% of mid level technical sales associate openings are remote or hybrid as of November 2026, reflecting ongoing demand for experienced sales professionals who can manage client relationships and virtual demos without in-office supervision. Field-based and on-site roles remain common in hardware and industrial sectors.
How do I move up to a mid level technical sales associate role?
Moving into a mid level technical sales associate role comes from building a record of independent contribution over your first few years. Focus on deepening your product and industry knowledge, taking ownership of full sales cycles rather than supporting others, and showing measurable impact on revenue or client retention. Employers look for professionals who've grown past needing close guidance on routine deals.
Which industries hire the most mid level technical sales associates?
Mid Level technical sales associate roles concentrate in Insurance, Manufacturing, and Technology & Software, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because their products require technically fluent salespeople who can consult with engineering or procurement contacts and manage longer, more complex sales cycles independently.