66 Vertafore Customer Success Manager Jobs Hiring Near You

Pay Range: $70,000 On Target Earnings
The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.
Underpinned by unmatched speed and performance power, we are the trusted backbone that's taking the insurance industry from friction to flow with Distribution Velocity - speed, performance, and trust - to drive growth at scale.
With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.
Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.
JOB DESCRIPTION
We are seeking highly motivated Business Development Representatives (BDR) interested in kick starting their career in insurance software sales. BDR's are the first point of contact for the sales team - an important first impression. You will be tasked both with speaking to accounts we have reason to believe are interested in our services and reaching out to agencies that do not know of us to pique their interest in our software solutions.
The primary responsibility of the position is to drive bookings and recurring revenue growth by generating, qualifying, and developing sales pipeline. The BDR is a vital link between Marketing and Sales, and the BDR must be able to plan and execute daily and weekly, required activities to generate sales opportunities for Vertafore. This role has knowledge of the organization's products/services, and can partner with Marketing to execute campaigns, programs, and closed-loop business & sales development activities. The BDR also works closely with Marketing, Operations & Sales Management.
During your discussions you will gather information surrounding agency challenges such that you can narrow in on the correct software match. Additionally, you will work to discover the key players in the buying process as well as when and how they need our assistance. BDR generated leads are routed to all segments and territories to be followed up on and closed by the proper sales representative. As a BDR, you will be asked to demonstrate knowledge of Vertafore, our software, and internal processes to prepare you for promotion to one of our sales teams
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:

• Execute the Vertafore Lead & Opportunity Management process for building sales pipeline.
• Possess a working understanding of Salesforce.com and other key sales technologies used for Business Development and Opportunity creation.
• Collaborate with Marketing & Product teams to execute campaigns that ensure lead quality and quantity with proper closed-loop metric reporting.
• Regularly perform against individual monthly and/or quarterly targets: pipeline, conversion rates, and stage "Zero" Opportunities which may consist of meetings, appointments virtually, demos, or follow-up calls assigned to quota carrying sales reps in Vertafore.
• Collaborate with internal sales operations stakeholders on reporting and analysis.
• Ensure CRM tools and Vertafore value-selling methodologies are leveraged to process and track opportunities.

Requirements
Knowledge, Skills and Abilities:
Qualifications:

• Bachelor's degree preferred
• Proven track record of achieving goals and/or quotas, or other similar objectives.
• Previous sales experience a plus.
• Ability to be a team player and perform in a fast-paced, inside sales-oriented environment
• Confidence to prospect and develop new sales leads
• Excellent verbal, written and interpersonal communication skills
• Comfort with sales technology and CRM tools

Additional Requirements and Details:

• Travel required up to 10% of the time.
• Located and working from Denver, CO.
• Occasional lifting and/or moving up to 10 pounds.
• Frequent repetitive hand and arm movements required to operate a computer.
• Specific vision abilities required by this job include close vision (working on a computer, etc.).
• Frequent sitting and/or standing.

#LI-Hybrid
Skills & Requirements
THE VERTAFORE STORY
Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we're proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight- right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.
The Vertafore Way
Insurance is about relationships, and technology should make those relationships stronger. That's why, at Vertafore, it's our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about.
• Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces.
• Win Together: We work together as one team, showing empathy and respect along the way.
• Show Up Curious: We work to challenge one another to push boundaries and think beyond the box.
• Say It, Do It: We honor every one of our commitments because integrity is important to us.
• Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs.
• We Love Insurance: We appreciate the impact insurance has on the world.
Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!
Vertafore is a drug free workplace and conducts preemployment drug and background screenings.
The selected candidate must be legally authorized to work in the United States.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.
Qualifications
Why Vertafore is the place for you: *Canada Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• Medical, vision & dental plans
• Life, AD&D
• Short Term and Long Term Disability
• Pension Plan & Employer Match
• Maternity, Paternity and Parental Leave
• Employee and Family Assistance Program (EFAP)
• Education Assistance
• Additional programs - Employee Referral and Internal Recognition

Why Vertafore is the place for you: *US Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
• Medical, vision & dental plans
  • PPO & high-deductible options
• Health Savings Account & Flexible Spending Accounts Options:
  • Health Care FSA
  • Dental & Vision FSA
  • Dependent Care FSA
  • Commuter FSA
• Life, AD&D (Basic & Supplemental), and Disability
• 401(k) Retirement Savings Plain & Employer Match
• Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
• Parental Leave & Adoption Assistance
• Employee Assistance Program (EAP)
• Education & Legal Assistance
• Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
• Commuter Benefits (Denver)

The selected candidate must be legally authorized to work in the United States.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.
The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.
Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.
Vertafore is a drug free workplace and conducts preemployment drug and background screenings.
We do not accept resumes from agencies, headhunters or other suppliers who have not signed a formal agreement with us.
We want to make sure our recruiting process is accessible for everyone. if you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact recruiting@vertafore.com
Just a note, this contact information is for accommodation requests only.