Director, Sales Operations

$135,000 - $145,000 / year

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.

This role will develop and oversee sales operations processes, tools and resources that drive efficiency, effectiveness, and ultimately, higher sales productivity.

Core Duties and Responsibilities:

• Develop and maintain collaborative relationships with key stakeholders across Sales, Finance, Legal, Product and Marketing to drive greater sales efficiency

• Define and implement tactics to achieve Sales strategies and company goals

• Monitor and analyze Sales performance metrics to ensure execution of Sales strategies and identify areas of improvement

• Oversee planning and management for sales roles, responsibilities, territory coverage and rules of engagement across the sales organization

• Align planning, forecasting and budgeting efforts with corporate objective

• Work with sales leadership to allocate sales quota across territories and resources

• Collaborate with technology teams to refine the sales force automation platform (Salesforce)

• Manage and optimize the Sales tech stack, remain informed on best-in-class solutions, and advocate for sales needs

• Develop and improve processes to drive greater sales productivity

• Drive appropriate organizational change and team mentoring as required to ensure success

• Work closely with marketing operations to ensure alignment in lead generation, management and reporting.

• Other duties as assigned.

Knowledge, Skills and Abilities:

• Excellent written and verbal communication skills.

• Strong process and project management skill

• Ability to navigate culture and politics across multiple functions

• Ability to translate business objectives to technical requirements

• Ability to manage complex information and rapidly structure and rationalize it

• Strong attention to detail, well organized administratively

• Clear, concise, comprehensive written/verbal communicators.

Qualifications:

• Bachelor’s degree in a related field preferred; MBA or other post-graduate qualification strongly preferred

• Experience in finance or strong financial acumen preferred

• 3-5 years proven experience in a senior sales operations role with responsibility for strategy and execution

• 5+ years of management experience

• Strong analytical skills and demonstrated experience with data-driven decision-making

Additional Requirements and Details:

• Travel required up to 10% of the time.

• Ability to work remotely with a stable internet connection as needed.

• Ability to work from an office location when required.

• Occasional lifting and/or moving up to 10 pounds.

• Frequent repetitive hand and arm movements required to operate a computer.

• Specific vision abilities include close vision for computer-based work.

• Frequent sitting and/or standing.

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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.